SharePoint FIS - Architecture and Governance€¦ · •Governance provides policies and guidelines...
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Architecture and Governance with SharePoint for Internet Sites Ashish Bahuguna – [email protected] Kartik Shah – [email protected]
Transcript of SharePoint FIS - Architecture and Governance€¦ · •Governance provides policies and guidelines...
Architecture and Governance with SharePoint for Internet Sites Ashish Bahuguna – [email protected] Kartik Shah – [email protected]
Agenda
Web Content Management
Architecture
− Information Architecture | Architecting Content Management | Server Infrastructure
− Security | Optimization | Extending Web Content Management
Governance
- What is Governance? | Why Governance? | Goals
- Governance Areas
Summary
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WEB CONTENT
MANAGEMENT
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Web Content Management SharePoint Web Presence Features
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Web Content Management Authoring Web Content
Web Repository
Library functions, policies, search
In-context editing
Office Word Reusable HTML
Fragments
PR Manager
WYSIWYG Web editor
Authoring Capabilities
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Web Content Management Publish Web Content
PR Director
Built-in review/approval
workflow
Content
Template
Press Release
Separation of content and presentation
Production Server
Internet Site
Site variations
PR Manager
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Web Content Management Deploy and Manage
Staging Server
Press Release
Internet Server
Content Deployment
System
Quick Deploy
Breaking News
Page Scheduling
System
Press Release Active on: March 31st 2009
Expires On: April 31st 2009 Intranet Server
PR Manager
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INFORMATION ARCHITECTURE
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Information Architecture (IA) Develop a site structure that is intuitive and easy to use
Products Site
Career Site
Special
Promotions Site
MSDS
(Document Library)
Specifications
(Document Library)
Product Information
(Custom List)
Internet Portal
Home Site IA Requirements
• Users
• Topology
• Appearance
• Navigation
• Information
• Information Security
• Data migration requirement
IA Planning Stages
Documenting IA
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Determine Site Collections, Sites & Sub Sites Information Architecture analysis determines the site structure
Site structure based
• Business processes
• Projects
• Content grouping
Map site structure to SharePoint
• Web Applications
• Site collections
• Sites
• Subsites
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Site Templates Out-of-the-box Publishing site templates
Web Sites
• Publishing Sites
• Publishing Site
• Publishing Site with Workflow
• News Site
• Web 2.0 Capability Sites
• Wiki Site
• Blog Site
Web Pages
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Plan Site Navigation Information Architecture drives site navigation
• Work with stakeholders and users
• Review current sites and navigation practices, if available
• Intuitive and familiar
• Inheritance
• Reflect site hierarchy
• Office SharePoint Server 2007 navigation model
• ASP.NET 2.0
• Provider model
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Web 2.0 & Social Computing Blogs and Wikis in Office SharePoint Server 2007
• Review communication requirements & recommend
• Blogs
• Personal views
• Discussion threads
• Wiki
• Collaborative
• Shared knowledge base
• Advantages of MOSS 2007 Wikis & Blogs
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ARCHITECTING CONTENT
MANAGEMENT
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Branding: Understanding the Page Model Creating a consistent look and feel
• Master Pages
• Content Types
• Page Layouts
• Style Sheets
• Field Controls
• Web Parts
MasterPage.master
PageLayout.aspxTitle
BodyImage
Date
ByLine
Field
Control
Field
Control
Field
Control Field
Control
Field
Control
Field
Control
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Understanding the Page Model How a page is assembled
Navigation.master Page Layout
Title
Image
Body
Navigation.master
Page Layout
Title
Image
Body
Master Page
Top and left margin
Page Layout
Page content
Rendered page
Reflects CSS
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Managing Content Pages, Lists, Document Libraries
• Pages in Pages library
• Add Site Columns to site
• Add Columns to lists & Document libraries
• Check-in and Check-Out
• Multi-media file storage
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Managing Content: Document Converters Managing content for multiple languages and multiple devices
• Master document in document library is source for conversions
• Out-of-box converters for Word .docx, XML, InfoPath forms
• Server-side HTML conversion (XSLT-based)
• Extensible: converter framework with process isolation
Settings (per Content Type)
Converters docx
XML
XSN
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Site Variations Managing content for multiple languages and multiple devices
• Site variations for language
Company
Site
Web
Browser
About Us Product
Information
Mobile 6
Devices
About Us Product
Information
Company
Site
English
Contact Us Product
Information
Deutche
Kontakt Uns Produkt
Information
• Site variations for mobile devices
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Content Approval Managing content for multiple languages and multiple devices
• Content Approval
• Content pages and media files
• Items in Lists & document libraries
• Master pages and page layouts
• Workflows
• Authoring and approval
• Built-in Workflows
• Custom Workflows
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SERVER INFRASTRUCTURE &
CONTENT DEPLOYMENT
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Internet Web Presence Characteristics Characteristics to consider when planning for server farm topology
• Anonymous Access
• Mostly Read-only operations
• Many repeat views of the same content
• Request and Query throughput is higher
• Effective caching is critical
• Requirements for SSP services like My Sites, Excel Services & BDC are very limited
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Baseline Topologies Two-server Farm & Three-Server Farm
Applications
Web Front End
Search
Index
Dedicated
SQL server
Applications
Search
Index
Dedicated
SQL server
Web Front
End
1x1 1 Web Server (WFE) and
Application Server
1 Database Server
1x1x1 1 Web Server (WFE)
1 Application, Index, and
Search Server
1 Database Server www.bitscape.com
Baseline Topologies Four-Server Farm for DB High Availability or Web Server Throughput
Web front end
Applications
Search
Index
Dedicated SQL
servers
Web Front End
Web Front End
Dedicated SQL
server
Web Front End
Database High Availability
1x1x2 1 Web Server (WFE)
1 Application, Index, & Search Server
2 Database Server
Web Server Throughput
1x1x1 2 Web Server (WFE)
1 Application, Index,
and Search Server
1 Database Server
Applications
Search
Index
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Development, Staging & Production Farms Multiple environments to isolate development & staging from live processes
• Development Environment
• Test Environment
• Staging Environment
• Production Environment
Internal
Network
Perimeter Network
Production
Farm
Import Web Server
Staging Farm
Export Web Server
Internal
Network
Staging
Farm Import/Export
Web Server
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Content Deployment: Overview Deploy content from authenticated staging (authoring) to anonymous production
Internet Production
Farm Authoring Farm
Web Front End
DBServer
`
Approvers
Authors
`
`
`
Approval
Workflow
`
Web
Designer
Word
Authoring
Web-based
Authoring
Master Page
Page Layout
NLB
Web Front End
Internet
Content
Deployment Requests
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Content Deployment: Automated Automate migration of content between environments
• Content Paths
• Content Scheduling
• Content Jobs
• Built-in security
• Content deployment dependencies
• Content deployment exclusions
• Quick Deploy
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Content Deployment: Site Variations Automate migration of content for multiple languages/devices
Workflow
Content
Deployment
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SECURITY
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Securing servers Isolate production server farm from the internet and internal network
For additional information about Security, refer
“Technical Training: Security with FIS”
• Protecting Servers with Firewalls
• Server-hardening guidelines for WCM solutions
• Microsoft security products to provide edge security, virus protection and content filtering
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Securing Network Communications Countermeasures\Solutions
• Secure Sockets Layer (SSL) encryption
• IP Security (IPSec) to protect server-server network traffic
• Session state and service requirements
• Authentication methods
• Lock down Forms pages
Authentication: Anonymous Access
• Internet-facing sites almost always provide anonymous access
• It is essential to make content easy to find and consume
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Authentication: Forms Based Authentication
• Provides authentication based on a database entry, rather than on Active Directory
• Create the database, holding information on the user, gained through registration
Session cookie
Anonymous
User
Name:____
Password:
____
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OPTIMIZING PERFORMANCE
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Optimize Content Manage page payload and reduce the overall page download size
• Optimize the download of core SharePoint files
• Optimize HTML
• Optimize CSS
• Optimize Custom Controls and Code
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IIS Compression Effective bandwidth usage with IIS HTTP compression
• How IIS Compression Improves Performance
• When to Use IIS Compression
• Setting Compression Options
• Compression Levels
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Caching Cached pages can be served without processing by ASP.NET pipeline
• Page Output Caching
• Serves cached versions of HTML output of page to users
• Most efficient when most users have the same rights on the site
• Disk-based (BLOB) Caching
• Caches page resources on web front-end servers for serving to users
• Removes need to store these resources outside of SharePoint
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EXTENDING WEB
CONTENT MANAGEMENT
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Customizing Content Presentation Unique requirements warrant customizing content presentation
• Custom Field Controls
• Customizing Navigation
• Custom Navigation Control
• Customizing Site Variation Redirection Logic
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Customizing Content Editing
• Customizing Page Editing Toolbar
• Customizing HTML Editor Field Control
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GOVERNANCE
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What is Governance?
Governance is the set of policies, roles, responsibilities, and processes that you establish in an enterprise to guide, direct, and control how the organization uses technologies to accomplish business goals.
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Why Governance?
• Governance provides policies and guidelines that make the deployment of products and technologies such as Microsoft Office SharePoint Server 2007 both manageable for IT and also effective as a business tool.
• Governance can help protect your enterprise from security threats or non-compliance liability.
• It can also help ensure the best return on your investment in technologies, such as by enforcing best practices in content management or information architecture.
• Users of the system will be empowered by a support and developer community sponsored by the business leaders.
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Governance Goals
• Establish the service definition and governing IT policies by which the SharePoint service will be run based on the requirements outlined.
• Avoid inconsistency in management of the Web site as users within each role change over time.
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Governance: Initial Tasks
• Establish SharePoint Service Team
• Service Delivery Requirements
• Technical Requirements
• Business Requirements
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Infrastructure
• Client Configurations
• Server Diagrams or Topology
• Installation & Configuration
• Accounts used during installation
• Local Storage Locations
• Administrator Accounts
• DNS Settings
• Site Quota Templates
• Recycle Bin Settings
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Information Architecture
• Site Creation
• Site Design
• Master Page
• Site Design & Layout
• Site Columns & Content Types
• Site Management
• Permissions
• Navigation
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Branding
• Master Page
• Changes Require Approval
• Need Testing Prior to Going Live
• Determine Frequency of Changes
• Page Layouts
• Ensure Consistency
• Enforce Usage
• Variations Require Approval
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Search
• Content Sources
• Determine Content Sources & Crawl Schedule
• Determine Size of Content Sources
• Monitor Search Crawls to prevent Performance Problems
• iFilters
• Review before Installation
• Global Search Scopes
• Default to the Internet site
• Additional requests need approval
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Development & Customization
• Use of SharePoint Designer
• Custom Development
• Review and Approve
• Impose Security
• Use of Development & QA Environments
• Staging/Authoring Environment
• Features & Solutions
• Custom Site Definitions
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Support
• Development of Internal Support Skills
• Service Level Agreements (SLAs)
• Support Availability
• Scheduled Downtimes
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Training Levels of training
• Users will be instructed on how and when to edit the content of the site
• Users will also be informed of the approval policy for all content changes
Contribute
• Users will be instructed on how and when to edit the content of the site
• Manage Permissions
• Users will be instructed on how to approve and publish content changes to the site
• Users will be instructed on how and when to edit the content of the site
• Users will be instructed on the method to approve content changes to their site
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Summary
• Web Content Management Features Overview
• Architecture
− Information Architecture
− Determine Site Collections, Sites & Sub-sites, Navigation
− Branding, Content Management
− Server Infrastructure, Security, Content Deployment, Optimization
• Governance
− What? Why? Goals, Service Delivery Requirements
− Infrastructure, Information Architecture, Permissions, Navigation
− Branding, Search, Development & Customization
− Support, Training
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Partner Resources
www.partnersdps.com
• SharePoint Deployment Planning Services (SDPS) is designed to help you sell and drive effective deployments of Office SharePoint Server 2007 with your customers
msdn.microsoft.com/en-us/office/aa905503.aspx
• The SharePoint Developer Center provides information about planning, coding, building, deploying, and migrating solutions for Microsoft Office SharePoint Server 2007
msdn.microsoft.com/en-us/sharepoint/
• The Windows SharePoint Services Developer Center provides information on how to deliver scalable and manageable business solutions with Windows SharePoint Services 3.0
technet.microsoft.com/en-us/office/sharepointserver/
• TechNet provides technical resources to help you deploy, configure, and manage Office SharePoint Server 2007
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©2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and
represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on
the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR
STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Thank you
