Dinusha Kumarasiri

SharePoint 2010 Best Practices

Agenda

• Solution lifecycle• SharePoint implementations• SharePoint customizations

Solution Lifecycle

• Applicable for– SharePoint implementations– Customizations

• Capacity Management Model

Model Design Pilot, Test & Optimize Deploy Monitor &

Maintain

Plan Build Operate

Implementations

SharePoint Implementations• Plan– What & Why

Sites

Communities

ContentSearch

Insights

Composites

Sponsor BA

SharePointConsultant

InformationArchitect

SharePoint Implementations• Plan– Capacity planning• Plan the farm (e.g.: concurrent users, RPS, etc..)• Site collections• Document management• Service applications• Business continuity

Capacity PlanningDocument

SharePoint Implementations• Plan– Analyze the impact• Hardware changes• Software changes• Process changes

Gaps Identified

Risk List Project Plan

QualityPlan

Initial Architecture

SharePoint Implementations• Plan– Governance

Governance

Site creation

Permission Management

Allowed Customization

Application development

Manage Information Architecture

Local Support

Training

SharePoint Implementations

• Build– Implement a POC• Identify limitations

– Network, hardware, organizational policies

• Refine user requirements

SharePoint Implementations

• Build– Use adequate hardware• Use gigabit network adapters• WFE & Application servers use dual network adapters• Pay attention to what each role require

– WFE – RAM– SQL – RAM / Storage– Index – CPU– Excel Services – CPU

SharePoint Implementations

• Build– Use farm installation instead standalone installation

– Use proper user accounts e.g.:• SharePoint admin (<domain>/sp_admin)• Farm admin (<domain>/sp_farm)• Service application (<domain>/sp_serviceapp)

SharePoint Implementations

• Operate– User management• Recommended to use AD groups• Break permission inheritance with caution• Do we provide administrator access to business user?

SharePoint Implementations• Operate– Regular monitoring• Health analyzer rules• SharePoint diagnostic studio• Microsoft performance counters• Microsoft System Center Operations Manager

SharePoint Implementations

• Operate– Regular maintenance• Periodic backup of farm/ site collections• Test backups regularly in a test environment• Check storage• Database maintenance plan

– Check integrity– Defrag and rebuild indices– Shrink content databases

SharePoint Implementations

• Operate– Patch management

Check risk assessment

(Severity rating)

Plan test deployment

with test cases

Protect production environment with

recommended workarounds

issues?Deploy in

production environment

Deploy in Test environment

Verify & Document the change

Check MS KB and/or get

MS support Recommended

changes

Notes• The process should begin as soon as Microsoft release patch/service pack/vulnerability • Input should be taken from MS Security Bulletin & Get vulnerabilities from Security team(s)• Microsoft release cumulative update for each 2 months and hotfix whenever MS encounter vulnerability/issue

No

Yes

End

Customizations

SharePoint Customizations

• Plan– Categorize types of customization

– Provide standards for each type• e.g.: Who can use SharePoint designer? Who approves custom solutions?

Standard Standard Custom Custom

SharePoint Customizations

• Plan– Formulate a development process

Local dev

TFS Staging environment

Production environment

QA

SharePoint Customizations

• Plan– Plan custom solutions• Execution

SharePoint Customizations

• Build– Get help from• Microsoft Visual Studio 2010 SharePoint Power tools• SharePoint guidance library

– Application settings manager– SharePoint service locator– SharePoint logger

SharePoint Customizations

• Build– Sample project structure

Business Logic Layer

Presentation Layer

Data Access Layer

Data SourceWeb Service

Full Trust Proxy

SharePoint Customizations

• Build– Good practices

• Dispose SPSite and SPWeb objects after using

• Query lists instead of looping

• SPSiteDataQuery to aggregate data instead of looping• Close connections to external system after use

Thank You !