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Index
Microsoft SharePoint 2013: Designing and Architecting Solutions
Introduction
Who this book is for
Assumptions about you
Organization of this book
Acknowledgments
Errata & Book Support
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I. Planning for Microsoft SharePoint 2013
1. Understanding the Microsoft SharePoint 2013 architecture
Exploring the SharePoint farm components
The SharePoint farm hierarchy
Farm
Web applications
Databases
Site collections
Sites (webs)
Lists and libraries
Folders
List items
Examining the SharePoint file system
IIS files
_app_bin
_vti_pvt
App_Browers
App_GlobalResources
Bin
wpresources
global.asax
web.config
SharePoint Root
Feature Fallback behavior
Deployed solutions
Farm solutions
Sandboxed solutions
SharePoint App model
Examining the SharePoint databases
SQL Server aliases
SharePoint system databases
SharePoint service application databases
Putting it all together
2. Introducing Windows PowerShell and SharePoint 2013 cmdlets
Exploring the role of Windows PowerShell
Brief history of Windows PowerShell
Basic Windows PowerShell syntax
Understanding the benefits of Windows PowerShell
Windows PowerShell 3.0 enhancements
Configuring permissions for Windows PowerShell and SharePoint 2013
Examining the Windows PowerShell management shells
Selecting a profile to use in Windows PowerShell ISE
Working with Windows PowerShell cmdlets
Discovering SharePoint-specific Windows PowerShell cmdlets
Working with SharePoint disposable objects
Putting it all together
Creating a sample site (site collection)
SharePoint 2013 Search service application topology management
3. Gathering requirements
Importance of gathering requirements
Why gather requirements?
When to gather requirements
Planning for success
Metrics for success
Identifying stakeholders
Organizational objectives
Prioritizing goals
Mapping objectives to functionality
Deliverables
Usage scenarios
Functional requirements
Nonfunctional requirements
Taxonomy and metadata
Content types
Site structure
Governance plan and documentation
Information architecture
Benefits of IA
Site architecture
Metadata architecture
User challenges
Logical architecture
Physical architecture
Understanding system requirements
Minimum hardware and software requirements
SharePoint Online and hybrid architecture considerations
When to consider SharePoint Online or hybrid architecture
Hybrid requirements
Putting it all together
Planning a successful SharePoint solution strategy
Planning a governance strategy
Planning the IA
Identifying business processes that will use SharePoint 2013
Understanding the security requirements
Understanding the business intelligence requirements
Understanding the role of the Office client
Understanding the performance and reliability requirements
II. Design considerations for Microsoft SharePoint 2013
4. Understanding the service application model
Exploring the service application architecture
Key concepts
Discovering the service application components
Service application endpoint using the WCF framework
Service application proxies
Service application implementation
Database(s) and service applications
Examining the changes in OWA
How does it work?
Examining the changes in workflows
How does it work?
Discovering the new web service applications available in SharePoint 2013
Access Services
How does it work?
The App Management service
How does it work?
The Machine Translation service
How does it work?
The WMS application
How does it work?
Discovering the updated web service applications available in SharePoint 2013
Access Services 2010
The BDC service
How does it work?
Excel Services
How does it work?
The MMS application
The PPS application
How does it work?
The Search service application
How does it work?
SSS
UPA
How does it work?
VGS
How does it work?
WAS
How does it work?
Discovering the service applications that SharePoint creates automatically
The Application Discovery and Load Balancer service
STS
User authentication in SharePoint 2013
How does it work?
S2S authentication in SharePoint 2013
Exploring service federation
Putting it all together
Creating the farm trust
Configuring the topology service
Publishing your service application
Connecting to your service application
Setting the service application permissions
5. Designing for SharePoint storage requirements
Database engine requirements for SharePoint 2013
Overview of HA options
Failover clustering
Database mirroring
Log shipping
AlwaysOn Failover Cluster Instances
AlwaysOn Availability Groups
Initial optimization and configuration of SQL Server for SharePoint 2013
SQL Server collation
SQL Server MDOP
Additional SQL Server considerations
Dedicated SQL Server
Autocreate statistics
SQL aliases
Configuring a SQL Server client alias
SQL Client Configuration Utility (Cliconfg.exe)
SQL Server Configuration Manager configuration of SQL Server client aliases
Windows PowerShell configuration of SQL Server client aliases
Proactively managing the growth of data and log files
Continuously monitoring SQL Server storage and performance
Using backup compression to speed up backups and reduce file sizes
Overview of SharePoint Server 2013 databases and their roles
SharePoint Foundation 2013 databases
Configuration database
Central Administration content database
Content database
App Management database
Business Data Connectivity database
Search service application databases
Search Administration database
Analytics Reporting database
Crawl database
Link database
Secure Store database
Usage (and Health Data Collection) database
Subscription Settings database
SharePoint Server 2013 databases
Profile database
Synchronization database
Social database
Word Automation database
Managed Metadata database
Machine Translation Services database
State Service database
PowerPivot database
PerformancePoint Services database
Access Services 2013
SharePoint 2013 Integrated Reporting Services databases
Report Server Catalog
Report Server TempDB
Report Server Alerting
SQL Server 2008 R2 (SP1) and SQL Server 2012 system databases
SharePoint 2013 database capacity planning
SQL Server storage and IOPS
Enabling SQL Server BI within SharePoint 2013
Shredded Storage in SharePoint 2013
Putting it all together
Introducing SQLIO
Testing your SQL Server internal drives
Testing your iSCSI network drives
Testing your SQL Server drives from SharePoint
Stress testing your SQL Server drives
Disk subsystem performance information
6. Mapping authentication and authorization to requirements
Analyzing AuthN options
Windows authentication
Basic
Digest
NTLM
Negotiate (Kerberos)
Configuring Kerberos in SharePoint
Classic mode vs. Claims mode
Converting Classic mode to Claims mode
Anonymous authentication
Claims-based authentication
Forms-based authentication (FBA)
SAML token-based authentication
OAuth authentication
App authentication
S2S authentication
Claims encoding
Examining SharePoint authentication components and methodologies
Authentication zones
AAMs
Self-Service Site Creation
Site collection host headers
Investigating authentication (AuthN) services
Claims to Windows Token Service (c2WTS)
Secure Store Service (SSS)
Business Connectivity Services (BCS)
Exploring authorization (AuthZ) features
Application policies
The People Picker
Sharing
Putting it all together
7. Designing for platform security
Preventing, tracking, and reporting on SharePoint installations
Preventing SharePoint installations
Tracking SharePoint installations
Reporting SharePoint installations
Encrypting communications
Certification Authorities (CAs)
Communication between the client and server
Server-to-server communication
SharePoint server communications
SSL and SQL Server
IPsec IKEv2
Planning for and configuring SQL Server Transparent Data Encryption
Installing SharePoint using least privileges
Application pools
User accounts
SharePoint Managed Accounts
Understanding roles and group permissions
Roles
Group permissions
Putting it all together
8. Upgrading your SharePoint 2010 environment
Introducing upgrades
Authentication upgrade
Database attach upgrade
In-place upgrade
Supported databases
Unsupported databases
Upgrade implementation improvements
Deferred site collection upgrade
Feature Fallback behavior
Site Collection Health Check
Upgrade Evaluation Site collections
Site collection upgrade throttling
System Status Bar and notifications
Email notifications
Logging
Overview of upgrade process
Upgrade stages and responsibilities
Services upgrade and overview
Shared Services Farm
Preparing your upgrade
Cleaning up your content databases
Cleaning up your environment
Documenting your environment
Documenting current settings
Documenting environment settings
Documenting service settings
Customizations
Managing customizations
WSP files
Remote BLOB Storage (RBS)
Third-party products
Manually deployed code and updates
Documenting other services
InfoPath Forms Service
Excel Services
Microsoft Office Web Apps
User Profile Service
Classic-mode authentication
Language packs
Limiting downtime
Read-Only mode
Parallel site upgrades
Testing your upgrade
Upgrading your test farm
Validating your test upgrade
Learning from your deployment
Implementing your upgrade
Minimizing downtime
Upgrading your production farm
Monitoring progress
Validating your upgrade
Verifying your upgrade
Troubleshooting your upgrade
Putting it all together
Scenario
Current farm
End goal
Test environment
Test migration strategy
Building the test farm
Upgrading the Search Service application
Upgrading the Search Center
Federating the Search service
Upgrading the remaining service applications
UPS application
Trust but verify
Service application creation
Customizations
Upgrading the content databases
Upgrading My Site content
Upgrading sites
Back to Search
Finally!
III. Concepts for infrastructure reliability
9. Maintaining and monitoring Microsoft SharePoint
Monitoring a SharePoint environment
Understanding SharePoint monitoring requirements
Daily processes
Weekly processes
Monthly processes
Monitoring the health of SharePoint
Configuring usage and health provider settings
Monitoring performance counters
Monitoring page performance
Monitoring SharePoint storage
Tuning and optimizing a SharePoint environment
Resource throttling
SQL optimization
Defining and executing a database maintenance plan
Reviewing the database Health Analyzer rules
Checking the database for consistency errors using DBCC CheckDB
Measuring and reducing index fragmentation
Fine-tuning index performance by setting a fill factor
Shrinking data files
Creating a SQL Server maintenance plan
Fine-tuning network performance
Authentication
NIC
Switches and routers
Virtual servers
Planning and configuring caching
Distributed Cache service
Output Cache
Object Cache
BLOB Cache
Introducing Request Management
Troubleshooting a SharePoint environment
Understanding the issues through logs
Putting it all together
10. Planning your business continuity strategy
Planning for your business continuity needs
Understanding what to protect
Applying BCM objectives
Exploring the features native to SharePoint
Native backup and restore
Backup
Restore
Site-collection backup
Backup-SPSite
Restore-SPSite
Exporting a site or list
Export-SPWeb
Import-SPWeb
Recovering data from an unattached content database
Restoring data using the Recycle Bin
Read-only improvements
Avoiding service disruptions
Implementing various business continuity techniques
Failover clustering
How it works
Active-Passive
Active-Active
Active-Passive-Active
Disadvantages
Database mirroring
How it works
In high-safety mode
In high-availability mode
Disadvantages
Log shipping
How it works
Disadvantages
AlwaysOn Availability
How it works
Disadvantages
Implementing network load balancing
Putting it all together
Contoso requirements
Key factors
Solution
11. Validating your architecture
Verify farm contentment
Microsoft ULS Viewer
Setting up ULS Viewer
Developer Dashboard
Verifying port allocation and web requests
Fiddler
Setting up Fiddler
Internet Explorer Developer Tools
Verifying Kerberos with Klist
Inspecting your network packets
Microsoft Network Monitor
Microsoft Message Analyzer
Testing your environments
Inspecting your IIS logs
Microsoft Log Parser
Setting up LPS
Performance-testing your environment
Creating your test plan
Load-testing your environment
Test environment options
Setting your load test standards
Determining your farm’s capacity
Setting up Visual Studio Ultimate 2012
Creating your Performance Web Test
Creating your load test
Stress-testing your environment
Creating your stress test
Other load test options
Visual Studio 2010 Ultimate
Visual Studio Team System 2008 Team Suite
Putting it all together
Scenario
Verifying sites
Verifying Kerberos
Setting up Visual Studio Ultimate 2010
Create the performance test
Create the load test
Documentation
Finally!
A. About the authors
Index
About the Authors
Copyright
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