Meeting # 98 Welcome to the Minnesota SharePoint User Group February 13 th, 2013 SharePoint 2013 –...

Meeting # 98http://sharepointmn.com

Welcome to the Minnesota SharePoint

User GroupFebruary 13th, 2013

SharePoint 2013 – IT Pro

Brian Caauwe & Mark Gamm

Donald Donais


Agenda

• Architecture Changes• Features• Break• Upgrade


Presenters


SharePoint Consultant & Speaker• Email: [email protected]• Twitter: @bcaauwe• Blog: http://blog.avtex.com/author/bcaauwe

• Certifications MCM: SharePoint Server 2010

Brian Caauwe

mailto:[email protected]

http://blog.avtex.com/author/bcaauwe


SharePoint Consultant• Email: [email protected]• Twitter: @markgamm• Certifications

Mark Gamm

mailto:[email protected]


Architecture Changes


Things only get more complex



• Before the changes… Is anything still the same? YES!!! Service Applications Web Applications Content DBs PowerShell etc...



• SharePoint 2010 Medium Farm

High Load Services• Search

Farm Topologies

Client

SharePoint Server 2010SharePoint Farm

SPWFE01CPU: 2 Cores

RAM: 8GB

SQL Server 2008 R2SPSQL

SPSQL01CPU: 4 CoresRAM: 16 GB


SPPAP01CPU: 2 CoresRAM: 8 GB

SPWFE01CPU: 2 Cores

RAM: 8GB


• SharePoint 2013 Medium Farm

High Load Services• Distributed Cache• Search

Farm TopologiesSharePoint Server 2013

SharePoint Farm

SPWFE01CPU: 4 CoresRAM: 12 GB

SPAPP01CPU: 4 CoresRAM: 24 GB


WOPI01

Office Web Applications 2013Shared OWA Farm

WOPI02

Client

Load Balancer




Search Architecture

Query Processing

Replica ReplicaIndex part ition 0

Administration Content Processing

Query Processing

AnalyticsCrawl



• SharePoint 2013 Medium-er Farm

High Load Services• Distributed Cache• Search

Farm TopologiesSharePoint Server 2013

SharePoint Farm





WOPI01

Office Web Applications 2013Shared OWA Farm

WOPI02

Client

Load Balancer




Search Architecture

Query Processing Query Processing

Replica Replica Index part ition 0

ReplicaReplicaIndex part ition 1

Administration

Content Processing

Crawl Crawl

Analytics


SQL Server 2008 R2SPSearchSQL




• http://technet.microsoft.com/en-us/library/cc262485.aspx

• 64-bit Only• All servers in the farm must be physically in the same

datacenter (no stretched farm support)• No more client install

System Requirements

http://technet.microsoft.com/en-us/library/cc262485.aspx


• Single Server Dev or Eval of SharePoint Foundation 8 GB RAM 4 Cores CPU 80 GB System Drive

• Single Server Dev or Eval of SharePoint Server 24 GB RAM 4 Cores CPU 80 GB System Drive

• DO NOT DO THIS IN PRODUCTION

System Requirements – Single Server


System Requirements – Hardware

Small Farm Medium/Large Farm

App Server DB Server App Server DB Server

CPU 4 Cores 4 Cores 4 Cores 8 Cores

RAM 12 GB 8 GB 12 GB 16 GB

Disk 80 GB 80 GB 80 GB 80 GB


• Max Degree of Parallelism ( MDOP) = 1 Dedicated SQL Instance for SharePoint

• SQL Alias Makes moving databases easier in the future

• I/O makes a difference Virtualize with caution

System Requirements– SQL Server


• Server 2008 R2 SP1 KB 2554876 KB 2708075 KB 2759112

• SQL Server 2008 R2 SP1• I Recommend Server 2012 and SQL 2012

System Requirements - Software


• What’s New Shredded Storage Distributed Cache Request Management License Mapping App Model / SharePoint Store

• What’s Changed Office Web Apps Workflow Search Security



• What is it? Stores changes instead of entire new version

• Does it help me? Yes (in a lot of scenarios) Database growth should be slower than in 2010 Improved I/O

• What else should I know about it? Works best with OpenXML Office docs Documents are not shredded on upgrade

Architecture Changes – NEWShredded Storage


• What is it? Stores various types of information in memory

• Does it help me? Claim token caching Social Feature Caching

• What else should I know about it? Adjust your memory considerations Do NOT use dynamic memory During install assigns 10% of total physical memory

• Update-SPDistributedCacheSize –CacheSizeInMB <CacheSize>

When “stopping” service use Graceful shutdown• Stop-SPDistributedCacheServiceInstance –Graceful• Remove-SPDistributedCacheServiceInstance

Architecture Changes – NEWDistributed Cache


• What is it? enables administrators to manage the routing and

throttling of incoming requests • Does it help me?

It can in certain scenarios Most admins will not use

• What else should I know about it? Does not replace your load balancer Managed through PowerShell http://www.harbar.net/archive/2012/07/27/sp2013rm1.as

px

Architecture Changes – NEWRequest Management

http://www.harbar.net/archive/2012/07/27/sp2013rm1.aspx

http://www.harbar.net/archive/2012/07/27/sp2013rm1.aspx


• What is it? Enables admins to map licenses to users associated with

AD Groups • Does it help me?

Yes - buy CALs for what your users are using Mixing CALs in a farm is fully supported

• What else should I know about it? Managed through PowerShell (have you figured out you

need PowerShell yet?)

Architecture Changes – NEWLicense Mapping



• PowerShell cmdletso Add-SPUserLicenseMapping o Disable-SPUserLicensing o Enable-SPUserLicensing o Get-SPUserLicense o Get-SPUserLicenseMapping o Get-SPUserLicensing o New-SPUserLicenseMapping o Remove-SPUserLicenseMapping



• Feature Categorieso Unlicensedo Standardo Enterpriseo Projecto WACEdit (Office Web Apps)

Enable-SPUserLicensing $lm = New-SPUserLicenseMapping -SecurityGroup "CORP\Enterprise Client Access License" -License EnterpriseAdd-SPUserLicenseMapping -Mapping $lm


• What is it? New development model for “customizations” Heavy use of the client side object model

• Does it help me? If you don’t want server side code – YES If you want server side code – NO

• What else should I know about it? Need wildcard DNS A (HOST) record for app domain

• companyapps.com Wildcard SSL Certificate

• Use SSL otherwise OAuth tokens unsecured SharePoint Store

• App Requests• Enabled or Not

Architecture Changes – NEWApp Model / SharePoint Store


• What else should I know about it? App Catalog (Special site collection) used for managing approved

apps App Licensing

• No explicit setting prevents site owners from purchasing apps, use App Request process

URL Structure• https://<prefix>-<appID>.<appdomain>• Example: https://hrapp-4a9cce52782633.companyapps.com

Related Service Applications• Subscription Settings• App Management• User Profile Service (High Trust Apps)

Architecture Changes – NEWApp Model / SharePoint Store (Continued)


• What is it? Allows for viewing and editing Office documents in

browser• Does it help me?

Yes - eliminates need to open client application Yes - allows for co-authoring Yes - preview capabilities

Architecture Changes – ChangedOffice Web Apps


Architecture Changes – ChangedOffice Web Apps

• What else should I know about it ?o Separate product nowo Needs its own server( No really, it does...) o Read-only is freeo SSL Certificate (Wildcard Certificates NOT supported)


• What is it? Enables new workflow actions / conditions

• Does it help me? Actions

• Calling HTTP web services• Start List / Site workflow• Translation• Project Support

Conditions• “Valid” SharePoint User• Skip Project Stage

Components• Non-sequential workflows using stages• App Steps• Looping

Architecture Changes – ChangedWorkflow


• What else should I know about it? Requires SharePoint Server (Standard or Enterprise)• Requires User Profile Service Application

Separate installation• Azure Workflow Manager• Azure Workflow Client

Can be installed ON or OFF of SharePoint servers Requires routable DNS entry Should utilize SSL for OAuth connectivity

Architecture Changes – ChangedWorkflow (Continued)


• What is it? Single service instance using FAST as the base service regardless of

Foundation, Standard or Enterprise • Does it help me?

Site Admins can now managed components• Result Sources (Scope Replacement)• Result Types• Query Rules• Schema (Managed Properties)

Farm Settings• Search Dictionaries• Result Sources • Query Rules• Crawl Schedules (Continuous Crawl)

Architecture Changes – ChangedSearch


• What else should I know about it? Search Components

Architecture Changes – ChangedSearch (Continued)

Search Admin

Crawl

ContentProcessing(CPC)

Index

QueryProcessing(QPC) WFE

Analytics Processing(APC)

FAST Search Index


• What else should I know about it? Search Topology can only be managed through PowerShell Don’t forget to remove inactive topologies

$searchInstance = Get-SPEnterpriseSearchServiceInstance -Local$ssa = Get-SPEnterpriseSearchServiceApplication$clone = $ssa.ActiveTopology.Clone()New-SPEnterpriseSearchAdminComponent -SearchTopology $clone -SearchServiceInstance $searchInstanceNew-SPEnterpriseSearchContentProcessingComponent -SearchTopology $clone -SearchServiceInstance $searchInstanceNew-SPEnterpriseSearchAnalyticsProcessingComponent -SearchTopology $clone -SearchServiceInstance $searchInstanceNew-SPEnterpriseSearchCrawlComponent -SearchTopology $clone -SearchServiceInstance $searchInstanceNew-SPEnterpriseSearchIndexComponent -SearchTopology $clone -SearchServiceInstance $searchInstanceNew-SPEnterpriseSearchQueryProcessingComponent -SearchTopology $clone -SearchServiceInstance $searchInstance$clone.Activate()

Architecture Changes – ChangedSearch (Continued … again)


• Claims vs. Classic And the winner is……Claims

• Claims is needed for full functionality• Switch to claims post-upgrade or before upgrade?

Post-upgrade allows for easy fallback if needed Pre-upgrade seems cleaner and makes upgrade easier Time will tell...

• Sharing Facebook like Very easy to break inheritance (Is this a good thing?)

Architecture Changes – ChangedSecurity


Features


• Web Content Management (WCM)• Enterprise Content Management (ECM)• Search• Access Services 2013• User Profile Service• Machine Translation• App Management / Subscription Service• Work Management

Features


• Metadata navigation Use Term Sets to navigate your site Clean URLs (e.g. /west/northwest/wild)

• SEO Improvements Meta Description Keywords SiteMap

• Channels• HTML5 / CSS3• Theming

FeaturesWeb Content Management (WCM)


WCM Demo


• Records Management Site based retention policies eDiscovery improved

• search and in-place hold• Drag and Drop

Browser Support• Firefox - latest version• Chrome - latest version• IE 10 desktop• IE 8 or IE 9 only if Office 2013 is installed

• Team Mailbox Adding site mailbox allows users to share communication concerning

project Requires Exchange 2013

FeaturesEnterprise Content Management (ECM) [Mark]


ECM Demo


• Terminology Result Sources (Scope replacement) Display Templates (JavaScript kills XSLT) Search Schema (Managed / Crawled Properties) Query Rules

• Promoted Results (Best Bets, can be defined at service application)• Result Block (Group like results)

• Continual Crawling• Results also include social content• All analytics controlled in Search• Search web parts have been re-written

New Content Search Web Part (Enterprise Only – NOT in Office365)• When using Office Web Applications, includes document previews• Admins can force a re-index of specific lists / libraries• Managed Properties have more power

Query, Search, Retrieve, Refine, Sort

FeaturesSearch


• New Search Center

FeaturesSearch (Continued)


Search Demo


• Requires SQL 2012 and a dedicated server• Allows users to create web applications• Each App gets its own SQL Server database (not access)

databases are created with GUID in name• Access 2013 client is required to build your app

it then gets published to SharePoint• Replacement for Info Path?

FeaturesAccess Services 2013 [Mark]


• Direct AD Import vs. FIM Direct AD Import

• Much faster• Single domain• Start here

Switch to FIM if you need the features• Social Feature Dependencies

News Feed SkyDrive Pro

– Has nothing to do with SkyDrive (thank you Microsoft Marketing)– Allows sync between SharePoint and your PC– New version of SharePoint WorkSpace– http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=388

If you want social you need MySites

FeaturesUser Profile Service [Mark]

http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=388


User Profile Service Demo


• Enables translation for pages and documents Documents: docx, doc, docm, dotx, dotm, dot, rtf Pages: html, htm, aspx, xhtml, xhtm Other: txt, xlf

• Out of the box uses Microsoft Translator Mostly utilized through development API’s

• Requires Server to Server authentication and app authentication• Translation also works in Word Web Application• Service Application Dependencies

App Management Subscription User Profile

FeaturesMachine Translation


• Word Web App Example

FeaturesMachine Translation


• App Catalog site per web application Publish “acceptable” apps Manage App Request

• Internet Facing Apps Web Application feature Requires routable internet DNS

FeaturesApp Management / Subscription Service [Brian]


• Task Aggregation View and track to-dos and tasks Can be aggregated from Exchange, Project Server and

SharePoint Tasks can be cached on users MySite

• Requirements Search Application User profile service application

FeaturesWork Management


Work Management Demo


Break


Upgrade


• Upgrade Overview• Upgrade Planning• Upgrade Cycle

Upgrade


• Site Collection Upgrade Evaluation Sites Deferred Site Collection Upgrade

• Service Application Upgrade• Compatibility Levels

Tracked at site collection level• Compatibility Ranges

Set at web application and/or Tenant Determines self-service upgrade option Effects Template picker for new site collections

• Custom Solution deployment can specify Compatibility Level / Range

Upgrade OverviewWhat’s New


• Changed No 2010 “Preupgradecheck” Claims authentication IS default

• Classic is deprecated… will be going away Health Checks run during Site Collection upgrade process

• Potential public scripts to provide similar functionality in the future

• Improved Upgrade logging available per site collection

• Removed In place upgrade Alternate access mapping redirection Visual Upgrade

Upgrade OverviewWhat’s Different


Upgrade OverviewDeferred Site Collection Upgrade

RequestSite Collection

Upgrade

CheckSite Collection

Health

Create Evaluation Site Collection

QueueSite Collection

UpgradeQueue

EvaluationSite Collection

Creation

ScanSite Collection

RepairSite Collection

MonitorSite Collection

Upgrade

RequestHealth Check

Get HealthCheck Results

Evaluation Site Collection Creation

Timer Job

Queue EvaluationSite Collection Upgrade

QueryEvaluation

Site CollectionCreationQueue

CreateEvaluation

Site Collection

Site Collection Upgrade Timer Job

Invoke Site CollectionUpgrade

Query Site CollectionUpgrade Queue

Upgrade Site Collection

UpgradeSite Collection

RequestHealthCheck

GetHealthCheck

Results

InvokeSite Collection

Upgrade

SendEvaluation

Site CreationQueued

Email

SendEvaluation

Site CreationCreated

Email

Send EvaluationSite Creation

Upgraded Email

Write Upgrade Logs

Check Site Collection Health UI1. Scan site collection2. (Optionally) repair site collection if

requested3. Show health check results pageRequest Site Collection Upgrade UI4. Check site collection health5. If errors found, shows results6. Queue site collection upgrade7. Run upgrade in-process or in timer job8. Monitor upgrade and show results pageCreate Evaluation Site Collection UI9. Verify if evaluation site collection can

be requested10. Queue evaluation site collection

creation11. Send queuing email to site collection

admin12. First timer job creates evaluation site13. Second timer job upgrades site

collection14. Send upgrade email to site collection

admin


• With no preupgradecheck… what do I look for? SharePoint

• Solutions• Features• Site Definitions• Languages• Databases• Service Applications

Server• Global Assembly Cache / local BIN files• Web.Config modifications• SSL Certificates• Farm Configurations

Upgrade OverviewPreparation Tools


• A complex process Customer Communications Farm / Customizations Surveys Upgrade / Customizations Testing Environment Cleanup Hardware Build-out Customization Deployment Backups Before Upgrade Operations Scheduling Rollback / Restore Plan Post-Upgrade Activities Ongoing Support Calls

Upgrade Planning


Upgrade Cycle

Learn

Prepare

TestImplement

Validate


• Fully understand your current environment Customizations Authentication Methods Content Databases / Site Collections Service Application Usage

• Determine Hardware requirements for 2013

Upgrade CycleLearn


• Service Applications Upgrade Options• Business Connectivity• Managed Metadata• PerformancePoint• Search• Secure Store• User Profiles

– Profiles, Social, Sync

Upgrade CycleLearn


• Reconnect with Users What is actually being used?

• Sites and Features Prioritize items “fixed” or improved in 2013

• Clean up environment Review Health Analyzer PowerPoint Broadcast service Office web application cache site collections Unused site collections Re-architecting site collections / webs

• 2013 Environment SharePoint Farm SQL Environment Office Web Applications Azure Workflow

Upgrade CyclePrepare


• Build POC Farm Preview 2013 functionality Use “similar” hardware for proper testing

• Use REAL Data No really… USE REAL DATA Only way to test YOUR scenario

• Benchmark Database process Site collection process

Upgrade CycleTest


• Preform cleanup steps Features / Solutions Unused data

• Build Production environment Service application upgrades Consume services between farms Deploy customizations

Upgrade CycleImplement


• Evaluation Site Collections• Clean upgrade errors from site collection upgrades• Data Integrity• User Experience / Branding

• PLAN FOR User Acceptance Testing

Upgrade CycleValidate


SharePoint 2013 IT Pro Book Giveaway

• Compares and contrasts SharePoint 2013 to earlier versions

• Helps make your SharePoint 2013 installation smooth and successful

• Addresses managing customizations • Looks at SharePoint 2013 for

Internet sites • Includes an introduction to SQL

Server 2012

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