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How to Architect & Deploy a
Multi-Tier SharePoint 2013 Farm in AWS

Presented by Jason Miller & Wayne Saxe

1
Agenda
•

Introductions

•

SharePoint 2013 challenges and
CloudFormation

•

Microsoft workloads on AWS

•

Typical SharePoint 2013 architectures

•

SharePoint 2013 in AWS

•

Migration approaches

•

High availability considerations

•

Questions
2
Wayne Saxe - Ecosystem Solutions
Architect
•

10+ years of technology
industry experience

•

Focus on empowering the
enterprise with the AWS Cloud

•

Developing reference
architectures to showcase the
Microsoft platform within AWS
Jason Miller - Senior Consultant
•

MCSE, MCSA + Messaging, MCP, MCITP,
MCTS

•

18+ years of technology industry experience

•

2 years at Summit 7 Systems

•

Prior: Chief Engineer for NASA Exchange
consolidation project

•

Originally a theater major

•

Loves all aspects of tech

•

Hates vanity slides

•

@s7JasonM
4
Enterprise IT Challenges
Meeting business growth

Data center limitations

Inflexible architecture

Disaster recovery & high
availability

Finding/retaining talent
Benefits of the AWS Cloud
•

No up-front investment

•

Low ongoing cost

•

Flexible capacity

•

Speed and agility

•

Apps not ops

•

Global reach
6
AWS Cloud Layers

7
AWS Global Infrastructure

9 Regions
25 Availability zones
Continuous
expansion

8
Key AWS Services

9
AWS “Virtual Private Cloud”
•

Launch AWS resources in a virtual network you define

•

Environment closely resembles traditional network

•

Control over IP address ranges, subnets, routes, gateways and
security settings

•

Create encrypted VPN connections

10
Extending Your Data Center

11
Microsoft Platform on AWS
•

Microsoft “License Mobility through Software
Assurance” gives Microsoft Volume Licensing
customers the flexibility to deploy Windows
Server applications with active Software
Assurance (SA) on Amazon Web Services

•

Partnership to support running Windows
Server-based workloads on AWS

•

Amazon Machine Images (AMIs) with
Windows Server and SQL Server today that
were jointly developed by Microsoft and AWS

•

General info on AWS and License Mobility for a variety of MS server
products:
http://aws.amazon.com/windows/mslicensemobility/

SharePoint Server and other Microsoft server
products can be licensed to run on AWS

Detail on AWS and License Mobility with SQL Server:
http://aws.amazon.com/windows/mslicensemobility/sql/
12
SharePoint 2013 Challenges: On-Premises
•

High availability is expensive

•

Licensing can be expensive

•

Hardware and support agreements

•

Skilled personnel to develop and operate

•

Office client harmony
13
SharePoint 2013 Challenges:
Cloud
•

Licensing (maybe!)

•

Some third party solutions may be difficult to implement

•

Data privacy and security

•

Network throughput

•

Office client harmony
14
SharePoint Common Workloads
•

Enterprise collaboration, content management and team/project sites

•

Web applications:
•

ASP.NET++ documents/team, SharePoint services, social computer
workflow, backend connectivity, web-part personalization, etc.

•

Search services - SharePoint Search Server

•

MS Office services: Excel, Word, etc.
15
SharePoint Scenarios
•

Enterprise internal deployment of SharePoint
•
•

•

All or partial deployment of corporate SharePoint infrastructure on AWS

Intranet-only: user experience identical to running on-premise SharePoint

Public-accessible Web Application/Website
•

Web-based application built on SharePoint server

•

For instance: customer service portal
16
Intranet SharePoint on AWS
•

Enterprise (Intranet) SharePoint farm:
•
•

•

Completely or partial (hybrid) hosted in AWS
Extension of enterprise infrastructure into AWS

Key points:
•

Typically for corporate group collaboration, content sharing, team sites

•

Internal only: access only from within corporate

•

Active Directory on-premises: authenticate using corporate credentials
17
Typical SharePoint 2013 Architectures: Intranet

18
Typical SharePoint 2013 Architectures: Public
Website
•

Public Website
•
•

•

Hosted public website/application on AWS

Leverage SharePoint Server capabilities for web- based application
(content, workflow)

Key points:
•

Complete solution deployed within AWS – Accessible via public internet

•

DMZ for threat management
19
Typical SharePoint 2013 Architectures: Public
Website

20
Considerations for Multi-Functional Farms
•

Search farms
•

•

Workflow Manager
•

•

Lots of content? Consider a separate search farm

High availability requires minimum of three servers

Office Web Apps
•

OWA are independent of SharePoint 2013 farms
21
SharePoint 2013 in AWS
Sequential approach similar to a setup on-premises:
1. Create foundational infrastructure:
•

Network, Routing, Security

•

2nd Datacenter for High Availability (2nd AWS Availability Zone)

2. Setup AD, Sites, Subnets, Site links

3. Set up MS SQL Server – primary, secondary, (witness)
4. Set up Application Servers
5. Set up Web Front End (WFE) servers
6. Network load balancing
7. SSL/DNS, etc.
22
SharePoint 2013 in AWS
•

Consider VPC and public IP’s carefully

•

RDS is not supported because it is SQL authentication only

•

Automate deployment with CloudFormation templates

•

Consider use of availability zones
•

Understand AWS high availability features very thoroughly!

23
SharePoint 2013 in AWS:
Intranet

24
SharePoint 2013 in AWS: Public
Site

25
Bonus: SharePoint 2013 Hybrid
•

Many hybrid implementation considerations

•

Intranet/AWS: Use AWS VPC and Direct Connect to get two farms
running
•
•

•

Publish/consume farm services where required
Leverage the flexibility of cloud and security of data simultaneously

Hybrid farms:
http://technet.microsoft.com/en-us/library/jj838715.aspx
26
Active Directory in AWS
•

Active Directory setup in VPC to provide user authentication for
SharePoint farm on AWS
•

•

•

For the intranet scenario, AWS AD contents are replicated from
the AD on-premises via VPN (periodic refresh)
For website scenario, users are created and maintained in AWS
AD

If on-premises alternate directory exists (LDAP etc), then ADFS
should be considered to federate those with SharePoint
27
Active Directory in AWS: Intranet

28
Active Directory in AWS: Public Site

29
Search in AWS
•

Used to be FAST Search for SharePoint 2010

•

SharePoint 2013 Search can be integrated into an existing farm or
broken out into a separate service

•

For larger deployments, Microsoft recommends building a separate
search farm
•

Publish the search service, consume on the user farms

•

Read many different content sources on farms or federated
search
30
SharePoint 2013 Workflow Services
•

SharePoint 2013 introduces a new Workflow Manager service (for
2013 workflows)

•

Separate install from SharePoint 2013 - not installed automatically

•

Entire separate farm for SharePoint 2013 Workflow Manager can be
used that is not on the user-facing servers
•

Or hook up to Windows Azure for processing workflows

31
SharePoint 2013 Workflow Services
•

Workflow Manager focus areas:
•

High Density & Multi-tenancy

•

Elastic Scale

•

Activity / Workflow Artifact Management

•

Tracking and Monitoring

•

Instance Management

•

Fully Declarative Authoring

•

REST and Service Bus Messaging
32
Server Setup
•

Map Microsoft guidance for on-premises and virtualized SharePoint Server
setups to EC2

•

For each distinct server type/role:
•

Select (or create/derive) AMI for the role – Windows, MS SQL, etc.

•

Select EC2 Instance Type – pivot around CPU, RAM, storage, and networking
performance

•

Serves as an initial starting point for sizing/testing

•

Test/tweak against your metrics and usage patterns, e.g. number of concurrent
users, type and amounts of content, etc
33
SharePoint Server Scaling
Tier/Role

Scenario

Processor

RAM

Hard disk

Web/App Tier

All

64-bit, 4 core

12 GB

80 GB

Database

Small deployment

64-bit, 4-core

8 GB

80 GB

Database

Medium deployment

64-bit, 8 core

16 GB

80 GB

Domain Controller

All

64-bit, 4 core

8 GB

80 GB

Tier

EC2 Instance and Range

AMI to Use

Web Front End

Extra large: m1.xlarge

Windows 2012 or 2008 R2

App Server

Extra large: High Memory Quad Extra Large (m2.xl–
m2.4xl)

Windows 2012 or 2008 R2

Database Server

High Memory Quadruple Extra Large
(m2.4xl)

Win2012 + SQL 2012

Domain Controller

Extra large: m1.xlarge

Windows 2012 or 2008 R2

34
High Availability in AWS
•

Core Concepts of AWS High Availability
•

Multiple Regions

•

Availability Zones

•

Elastic Load Balancers (ELB)

•

Rapid Provisioning and De-provisioning of Servers
•

CloudWatch and Auto Scaling
35
High Availability in AWS

36
High Availability for SharePoint
•

Before you Design, Plan!

•

Characteristics of High Availability for SharePoint
•
•

Failover Events should have minimal Effects

•

•

Reduce Single Points of Failure

Farm Continues to Function

Build Redundancy into each component of the Farm
37
High Availability for SharePoint
Stretched Farms
•

Use Two or More Availability
Zones

•

Use Private Subnets for Each
Tier
•

•

Database Mirroring for SQL
•

38

Control Ingress and Eagress
with Security Groups

Synchronous vs.
Asynchronous
High Availability for SharePoint
SQL 2012 Always on Availability Groups
•

HA solution provides alternative
to Database Mirroring

•

Provides Automatic Failover
almost Instantaneously

•

Builds on SQL Availability
Groups
•

•

39

Doesn't Require Shared Disk
Storage

Very Similar to Deploying in an
on-premise environment
Deployment Tools
•

AWS CloudFormation
•

Specify creation and configuration of AWS resources in a JSONbased template

•

Deploy template using AWS CloudFormation to create a ‘stack’ of
running resources

•

Integrates with other deployment scripts/tools

•

Private AMI Creation

•

Windows PowerShell
•

Execute on instance at provisioning time via instance Metadata

•

Use PowerShell to orchestrate CloudFormation template launches
40
Migration Strategies
•

Existing SharePoint 2013 on-premises deployment project
•
•

Detach and copy to AWS

•

•

Set content databases to read-only
Attach content database

Third party utilities to hot-migrate data
•
•

AvePoint DocAve

•
•

Dell Migration Manager
Metalogix

Migration project whitepaper:

https://software.dell.com/whitepaper/best-practices-for-migrating-tosharepoint-online-in-office-365825430/
41
Advanced Implementation
•

Available in pdf format:
https://aws.amazon.com/whitepapers/sharepoint-implementation-guide

•

Comprehensive guide detailing all of the components of the AWS
CloudFormation templates, AMI and instance configuration, parameters
that can be varied, etc

•

Walks through ALL of the AWS CloudFormation details, PowerShell scripts,
cfn-init details, etc

•

Targeted to customers and systems integrators that want to understand all
the details, to customize, extend, etc
More Reading
Web Pages

Whitepapers

Microsoft on AWS
http://aws.amazon.com/microsoft/

Microsoft SharePoint Server on AWS: Reference
Architecture

SharePoint on AWS
http://aws.amazon.com/sharepoint/

Secure Microsoft Applications on AWS
Implementing Microsoft Windows Server Failover
Clustering (WSFC) and SQL Server 2012 AlwaysOn
Availability Groups in the AWS Cloud

Windows on AWS
http://aws.amazon.com/windows/ (includes pricing)
Amazon EC2 Windows Guide
http://docs.aws.amazon.com/AWSEC2/latest/WindowsGuide/

Microsoft Exchange Server 2010 in the AWS Cloud:
Planning & Implementation Guide

Microsoft AMIs for Windows and SQL Server
https://aws.amazon.com/amis?ami_provider_id=1&platform=
Windows &selection=ami_provider_id%2Bplatform
Microsoft License Mobility
http://aws.amazon.com/windows/mslicensemobility/
43
Contact us!
Microsoft (general)
https://aws.amazon.com/microsoft/contact-us/

SharePoint
https://aws.amazon.com/sharepoint/contact-us/

44

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AWS Webcast - How to Architect and Deploy a Multi-Tier SharePoint Server Farm on AWS

  • 1. How to Architect & Deploy a Multi-Tier SharePoint 2013 Farm in AWS Presented by Jason Miller & Wayne Saxe 1
  • 2. Agenda • Introductions • SharePoint 2013 challenges and CloudFormation • Microsoft workloads on AWS • Typical SharePoint 2013 architectures • SharePoint 2013 in AWS • Migration approaches • High availability considerations • Questions 2
  • 3. Wayne Saxe - Ecosystem Solutions Architect • 10+ years of technology industry experience • Focus on empowering the enterprise with the AWS Cloud • Developing reference architectures to showcase the Microsoft platform within AWS
  • 4. Jason Miller - Senior Consultant • MCSE, MCSA + Messaging, MCP, MCITP, MCTS • 18+ years of technology industry experience • 2 years at Summit 7 Systems • Prior: Chief Engineer for NASA Exchange consolidation project • Originally a theater major • Loves all aspects of tech • Hates vanity slides • @s7JasonM 4
  • 5. Enterprise IT Challenges Meeting business growth Data center limitations Inflexible architecture Disaster recovery & high availability Finding/retaining talent
  • 6. Benefits of the AWS Cloud • No up-front investment • Low ongoing cost • Flexible capacity • Speed and agility • Apps not ops • Global reach 6
  • 8. AWS Global Infrastructure 9 Regions 25 Availability zones Continuous expansion 8
  • 10. AWS “Virtual Private Cloud” • Launch AWS resources in a virtual network you define • Environment closely resembles traditional network • Control over IP address ranges, subnets, routes, gateways and security settings • Create encrypted VPN connections 10
  • 11. Extending Your Data Center 11
  • 12. Microsoft Platform on AWS • Microsoft “License Mobility through Software Assurance” gives Microsoft Volume Licensing customers the flexibility to deploy Windows Server applications with active Software Assurance (SA) on Amazon Web Services • Partnership to support running Windows Server-based workloads on AWS • Amazon Machine Images (AMIs) with Windows Server and SQL Server today that were jointly developed by Microsoft and AWS • General info on AWS and License Mobility for a variety of MS server products: http://aws.amazon.com/windows/mslicensemobility/ SharePoint Server and other Microsoft server products can be licensed to run on AWS Detail on AWS and License Mobility with SQL Server: http://aws.amazon.com/windows/mslicensemobility/sql/ 12
  • 13. SharePoint 2013 Challenges: On-Premises • High availability is expensive • Licensing can be expensive • Hardware and support agreements • Skilled personnel to develop and operate • Office client harmony 13
  • 14. SharePoint 2013 Challenges: Cloud • Licensing (maybe!) • Some third party solutions may be difficult to implement • Data privacy and security • Network throughput • Office client harmony 14
  • 15. SharePoint Common Workloads • Enterprise collaboration, content management and team/project sites • Web applications: • ASP.NET++ documents/team, SharePoint services, social computer workflow, backend connectivity, web-part personalization, etc. • Search services - SharePoint Search Server • MS Office services: Excel, Word, etc. 15
  • 16. SharePoint Scenarios • Enterprise internal deployment of SharePoint • • • All or partial deployment of corporate SharePoint infrastructure on AWS Intranet-only: user experience identical to running on-premise SharePoint Public-accessible Web Application/Website • Web-based application built on SharePoint server • For instance: customer service portal 16
  • 17. Intranet SharePoint on AWS • Enterprise (Intranet) SharePoint farm: • • • Completely or partial (hybrid) hosted in AWS Extension of enterprise infrastructure into AWS Key points: • Typically for corporate group collaboration, content sharing, team sites • Internal only: access only from within corporate • Active Directory on-premises: authenticate using corporate credentials 17
  • 18. Typical SharePoint 2013 Architectures: Intranet 18
  • 19. Typical SharePoint 2013 Architectures: Public Website • Public Website • • • Hosted public website/application on AWS Leverage SharePoint Server capabilities for web- based application (content, workflow) Key points: • Complete solution deployed within AWS – Accessible via public internet • DMZ for threat management 19
  • 20. Typical SharePoint 2013 Architectures: Public Website 20
  • 21. Considerations for Multi-Functional Farms • Search farms • • Workflow Manager • • Lots of content? Consider a separate search farm High availability requires minimum of three servers Office Web Apps • OWA are independent of SharePoint 2013 farms 21
  • 22. SharePoint 2013 in AWS Sequential approach similar to a setup on-premises: 1. Create foundational infrastructure: • Network, Routing, Security • 2nd Datacenter for High Availability (2nd AWS Availability Zone) 2. Setup AD, Sites, Subnets, Site links 3. Set up MS SQL Server – primary, secondary, (witness) 4. Set up Application Servers 5. Set up Web Front End (WFE) servers 6. Network load balancing 7. SSL/DNS, etc. 22
  • 23. SharePoint 2013 in AWS • Consider VPC and public IP’s carefully • RDS is not supported because it is SQL authentication only • Automate deployment with CloudFormation templates • Consider use of availability zones • Understand AWS high availability features very thoroughly! 23
  • 24. SharePoint 2013 in AWS: Intranet 24
  • 25. SharePoint 2013 in AWS: Public Site 25
  • 26. Bonus: SharePoint 2013 Hybrid • Many hybrid implementation considerations • Intranet/AWS: Use AWS VPC and Direct Connect to get two farms running • • • Publish/consume farm services where required Leverage the flexibility of cloud and security of data simultaneously Hybrid farms: http://technet.microsoft.com/en-us/library/jj838715.aspx 26
  • 27. Active Directory in AWS • Active Directory setup in VPC to provide user authentication for SharePoint farm on AWS • • • For the intranet scenario, AWS AD contents are replicated from the AD on-premises via VPN (periodic refresh) For website scenario, users are created and maintained in AWS AD If on-premises alternate directory exists (LDAP etc), then ADFS should be considered to federate those with SharePoint 27
  • 28. Active Directory in AWS: Intranet 28
  • 29. Active Directory in AWS: Public Site 29
  • 30. Search in AWS • Used to be FAST Search for SharePoint 2010 • SharePoint 2013 Search can be integrated into an existing farm or broken out into a separate service • For larger deployments, Microsoft recommends building a separate search farm • Publish the search service, consume on the user farms • Read many different content sources on farms or federated search 30
  • 31. SharePoint 2013 Workflow Services • SharePoint 2013 introduces a new Workflow Manager service (for 2013 workflows) • Separate install from SharePoint 2013 - not installed automatically • Entire separate farm for SharePoint 2013 Workflow Manager can be used that is not on the user-facing servers • Or hook up to Windows Azure for processing workflows 31
  • 32. SharePoint 2013 Workflow Services • Workflow Manager focus areas: • High Density & Multi-tenancy • Elastic Scale • Activity / Workflow Artifact Management • Tracking and Monitoring • Instance Management • Fully Declarative Authoring • REST and Service Bus Messaging 32
  • 33. Server Setup • Map Microsoft guidance for on-premises and virtualized SharePoint Server setups to EC2 • For each distinct server type/role: • Select (or create/derive) AMI for the role – Windows, MS SQL, etc. • Select EC2 Instance Type – pivot around CPU, RAM, storage, and networking performance • Serves as an initial starting point for sizing/testing • Test/tweak against your metrics and usage patterns, e.g. number of concurrent users, type and amounts of content, etc 33
  • 34. SharePoint Server Scaling Tier/Role Scenario Processor RAM Hard disk Web/App Tier All 64-bit, 4 core 12 GB 80 GB Database Small deployment 64-bit, 4-core 8 GB 80 GB Database Medium deployment 64-bit, 8 core 16 GB 80 GB Domain Controller All 64-bit, 4 core 8 GB 80 GB Tier EC2 Instance and Range AMI to Use Web Front End Extra large: m1.xlarge Windows 2012 or 2008 R2 App Server Extra large: High Memory Quad Extra Large (m2.xl– m2.4xl) Windows 2012 or 2008 R2 Database Server High Memory Quadruple Extra Large (m2.4xl) Win2012 + SQL 2012 Domain Controller Extra large: m1.xlarge Windows 2012 or 2008 R2 34
  • 35. High Availability in AWS • Core Concepts of AWS High Availability • Multiple Regions • Availability Zones • Elastic Load Balancers (ELB) • Rapid Provisioning and De-provisioning of Servers • CloudWatch and Auto Scaling 35
  • 37. High Availability for SharePoint • Before you Design, Plan! • Characteristics of High Availability for SharePoint • • Failover Events should have minimal Effects • • Reduce Single Points of Failure Farm Continues to Function Build Redundancy into each component of the Farm 37
  • 38. High Availability for SharePoint Stretched Farms • Use Two or More Availability Zones • Use Private Subnets for Each Tier • • Database Mirroring for SQL • 38 Control Ingress and Eagress with Security Groups Synchronous vs. Asynchronous
  • 39. High Availability for SharePoint SQL 2012 Always on Availability Groups • HA solution provides alternative to Database Mirroring • Provides Automatic Failover almost Instantaneously • Builds on SQL Availability Groups • • 39 Doesn't Require Shared Disk Storage Very Similar to Deploying in an on-premise environment
  • 40. Deployment Tools • AWS CloudFormation • Specify creation and configuration of AWS resources in a JSONbased template • Deploy template using AWS CloudFormation to create a ‘stack’ of running resources • Integrates with other deployment scripts/tools • Private AMI Creation • Windows PowerShell • Execute on instance at provisioning time via instance Metadata • Use PowerShell to orchestrate CloudFormation template launches 40
  • 41. Migration Strategies • Existing SharePoint 2013 on-premises deployment project • • Detach and copy to AWS • • Set content databases to read-only Attach content database Third party utilities to hot-migrate data • • AvePoint DocAve • • Dell Migration Manager Metalogix Migration project whitepaper: https://software.dell.com/whitepaper/best-practices-for-migrating-tosharepoint-online-in-office-365825430/ 41
  • 42. Advanced Implementation • Available in pdf format: https://aws.amazon.com/whitepapers/sharepoint-implementation-guide • Comprehensive guide detailing all of the components of the AWS CloudFormation templates, AMI and instance configuration, parameters that can be varied, etc • Walks through ALL of the AWS CloudFormation details, PowerShell scripts, cfn-init details, etc • Targeted to customers and systems integrators that want to understand all the details, to customize, extend, etc
  • 43. More Reading Web Pages Whitepapers Microsoft on AWS http://aws.amazon.com/microsoft/ Microsoft SharePoint Server on AWS: Reference Architecture SharePoint on AWS http://aws.amazon.com/sharepoint/ Secure Microsoft Applications on AWS Implementing Microsoft Windows Server Failover Clustering (WSFC) and SQL Server 2012 AlwaysOn Availability Groups in the AWS Cloud Windows on AWS http://aws.amazon.com/windows/ (includes pricing) Amazon EC2 Windows Guide http://docs.aws.amazon.com/AWSEC2/latest/WindowsGuide/ Microsoft Exchange Server 2010 in the AWS Cloud: Planning & Implementation Guide Microsoft AMIs for Windows and SQL Server https://aws.amazon.com/amis?ami_provider_id=1&platform= Windows &selection=ami_provider_id%2Bplatform Microsoft License Mobility http://aws.amazon.com/windows/mslicensemobility/ 43