SharePoint Conference 2011 was the only official Microsoft Conference in North America this year to feature experts from Microsoft and around the world.
This fall a panel of C/D/H consultants, just back from SPC, hit the highlights and answered questions about important topics, like cloud services, best practices, adoption, SharePoint for internet sites, and of course, news about upcoming features and releases!
Whether you missed SPC or attended and just just want to find out more, view our slide deck.
And for more on this and other topics, visit our blog at www.cdhtalkstech.com.
My INSURER PTE LTD - Insurtech Innovation Award 2024
Highlights from SharePoint Conference 2011
1. CDH
Highlights from the
CDH SharePoint Conference
2. CDH Quick Facts
About Us Approach Partnerships
• 21st Year • Vendor • Microsoft Gold
Independent • Central Region Client
• Grand Rapids & Experience Award Winner
Royal Oak • Non-reseller • VMware Enterprise
• 30 Staff • Professional • Citrix Silver
Services Only • Novell Gold
• Cisco Premier
4. C/D/H News: C/D/H Purchases Plante
CDH Moran Web Development/SharePoint Team
• On July 15, C/D/H expanded with purchase of Plante Moran
Web Development/SharePoint team
• Why care?
– Acquisition brings expertise in web development, web content mgt, intranet and
extranet, .NET, SQL, BizTalk and Java development. Also user interface and
public web design expertise using SharePoint.
– Makes C/D/H the largest SharePoint group in MI!
• Meet the team:
John Bissa Julie Boudro Jeff Kinnelly Dan Kohls Amy Moore Mark Sassin
6. CDH
CDH Conference Keynote
SharePoint 2011 Conference
Anaheim, California
7. CDH Keynote
Jared Spataro, Director of Enterprise Search
shared some statistics on the conference and on
adoption:
• There are 7500+ conference attendees , which is
the largest SharePoint conference to date
• SharePoint has sold 125 million licenses
worldwide
• SharePoint, if it stood alone, would belong in the
top 50 software firms in the world
• 67% of Microsoft enterprise customers have SP
rolled out to all employees
8. CDH Keynote
Richard Riley, Director, SharePoint ran a scalability demo,
which was pretty impressive.
• 7 server farm
• 14.4 TB of data in one content database, representing 108 million
items, across two document centers
• A Visual studio load test was run, simulating all conference
attendees concurrently (7500 users). This is simulating 150,000
licensed users.
• Multiple FAST searches were performed with sub-second
responses (.23 seconds)
• The cable was pulled on the primary farm. The entire farm,
including all 7 servers and 14.4 TB of data was failed over in 40
seconds.
• The farm was running on SQL Denali – SQL Server 2012
9. CDH Keynote
Jeff Teper, Corporate VP of Office Business
Platform set our expectations for the week.
• Expect some messaging on what has been accomplished
during the past year in rolling out Office 365.
• Look for the next wave of big announcements in early 2012.
Look for the limitation of O365 with BCS connections to
disappear.
• Call to action: Don’t ever allow yourself to be one of those
who say, “I didn’t know SharePoint could do that”.
• 50,000 organizations have signed up for O365 in these first
few weeks since launch.
10. CDH Summary and Goals for Today
Message
• SharePoint adoption
• FAST Search
• High availability/fault tolerance best practices
• SSRS changes
• BI roadmap
• Project 2010
• Office 365: SharePoint Online
• SharePoint for Internet sites
12. CDH Key Questions
• How to use SharePoint the right way?
• How do we help our end users absorb all
the functionality?
• Where do we start? Is it too much
functionality?
• Should we migrate everything?
• How long does it take?
• What is the sweet spot?
13. CDH Challenge of Adoption
Why is it different from other software
applications?
• Technology does not matter. It is the content that
matters.
• Users do not have to use SharePoint to get things
done.
• Not brave enough to shut off file shares or other tools.
• It is a culture change. Plan on 18-36 months to drive
adoption.
• Minimum of 10% of the organization has to be on
board.
14. CDH Must Haves
• Communication plan
• Training plan
• Content conversion
• User support
• Incentives and rewards
• Executive sponsorships
• Information architecture
15. CDH Find Your Killer Application
Adoption = value > change
• The value has to be greater than the
change you are asking users to make.
• Make people want to use SharePoint!
• They have a choice and may not choose
SharePoint.
18. SharePoint Search vs.
CDH FAST Search for SharePoint
Similarities Differences
• User Interface • Query and Result
• Central Administration Processing
• Crawler and • Content Processing Pipeline
Connector
• Customizability and
Scalability
Connectors Query and
SharePoint • SharePoint Result
Front-end • File Traverser Processing Advanced
• Web Content
• BDC
• Exchange Processing
Central • Notes Search
Administration Core
UI
19. Problem Solved By FAST
CDH Customizable Content Processing:
How to Index Content by Location?
• Address, intersection, zip code, names, etc.
– One Microsoft Way, Redmond, WA
• Geodetic Coordinates (latitude & longitude)
– 47.639767, -122.129755
– Degrees, Minutes, Seconds
• 47° 38’ 23.16” N, 122° 7’ 47.1” W
• Universal Transverse Mercator (UTM)
– 10N 565367 5276630
• Military Grid Reference System (MGRS)
– 10T ET 65367 76630
Index Schema ( Managed Properties)
20. CDH How they did it
Geo-coding with Bing Maps API
…
…
Mapper
Lemmatization
OpenSearch Entity Extraction
Format Conversion
Source Language Detection
End Users Data Sources
Federation
Query Content
Indexer Crawler
Processor Processor Crawler
Crawler
Index
User Profiles
Search Center Partition
21. CDH Geographic Entity Extraction
• Requirement { name: 'Microsoft',
address: 'One Microsoft Way, Redmond,
– Parse elements from text
WA 98052',
– Tag documents with the individual values phone: '1‐800‐Microsoft (642‐7676)',
path: 'http://www.microsoft.com',
latitude: '47.639767',
• Solution longitude: '‐122.129755' }
– Custom regular expression extraction
– Call Bing Maps API
– Return latitude and longitude and store as crawled property
23. CDH Search and the Activity Feed
Looking for a knowledge management solution?!?!?
Knowledge Management
I love SharePoint
It’s the best Knowledge Management Solution in the market
Web Content Management
Have you ever built an e-commerce solution on it?
Our focus is knowledge management, and it just works! E-Commerce
We use it as a web content management system, and we’re so happy with it
Great for WCM, Great for KM!
Just deployed for KM… so good, so far… will get back once the pilot is over!
24. CDH
SharePoint High Availability
CDH Best Practices
25. It’s Time to Plan for High
CDH Availability
• SharePoint has become mission critical
• SharePoint 2010 makes high availability easier
• Search HA is still tricky, though
• New news on SQL HA
26. Redundancy and Failover
CDH Web and application servers
• Web servers – Use multiple servers and load balancing
• App servers – Enable SharePoint services on multiple servers
• However:
– SharePoint Search redundancy is much more complex
– Database redundancy is much more complex
27. Out of the Box Search
CDH Deployment
Admin Query
Index P1
Crawl
Admin Crawl Props
SharePoint Server Database Server
All Components on one server All Databases on one Instance
28. Search Deployment: Query
CDH Layer Build Out
Query Query
P2
Index P1
Admin Query
Index P1
Crawl
Admin Crawl Props
SharePoint Server Database Server
Query Components on Multiple Servers All Databases on one Instance
Index Re-Partitioned
Props
29. Search Deployment: Crawl
CDH Layer Build Out
Query Query Query Query
Index P1 Index P2
Admin
Crawl
SharePoint Server
Query Components on Multiple
SharePoint Server
Servers Crawl
Crawl Components on
Index Re-Partitioned Crawl Props
Multiple Servers
Admin
Props
Crawl
Database Server
All Databases on one Instance
31. CDH Failover Clustering
• Implemented at the SQL Server instance level
• Shared cluster name and automatic failover
• Disk subsystem is shared meaning single point of
failure
SharePoint Servers
SQL Server Cluster
Heartbeat
Node A Node B
Shared
Disk
Array
32. CDH Database Mirroring
• Implemented on a per-database basis
• Maintains two copies of a database on
separate SQL Server instances
– No shared components
• Transactions are replayed on the mirror
server
• Provides rapid failover without loss of data
from committed transactions (high
availability mode)
33. High Availability Database
CDH Mirroring
Witness Server 3
Principal
Down!
2
4
I’m OK!
1
2
Encrypted Channel
5
Principal Mirror
New
Principal
34. High Availability Within a Single Farm
CDH Mirroring in closely located data centers
Primary Data Center Secondary Data
Center
WFE Load Balancer WFE
SQL Witness
SQL Principal SQL Mirror
35. CDH Log Shipping
• Backup-copy-restore based
technology that relies on
transaction logs
• Provides addressable read-only
databases (standby mode)
• Allows you to replicate data to
multiple secondary servers
• No automatic failover and
potential for data loss
36. Redundancy and Failover
CDH Between Farms
• “Hot-standby farm”
• Can use a variety of methods to ship content between
farms/data centers
– Log shipping
– Mirroring
– Storage replication
• Longer distances supported
– The greater the latency, the harder it is to replicate large
volumes of content
• Only certain databases and service applications are
supported
38. CDH The Future…SQL Server AlwaysOn
• New feature in SQL Server code-named “Denali”
(SQL 2012)
• AlwaysOn Availability Groups contain databases
that failover together
• An Availability Group can have multiple failover
targets
• Secondary replicas support read-only access
• Supported in SharePoint 2010 Service Pack 1!
39. CDH What AlwaysOn Brings
Capabilities Cluster / SAN Log Shipping Mirroring AlwaysOn
RPO: 0 – RTO < 60 NO NO YES YES
sec. (Local/Regional)
RPO: < 3 min. – RTO NO YES YES YES
< 5 min. (Geographic)
Multiple Secondaries YES YES NO YES
Readable Secondaries NO YES NO YES
Automatic Failover YES NO YES YES
41. CDH SSRS SharePoint Integration
• SSRS SharePoint 2010 Shared Service
– Hosted in SharePoint Shared Service App pool
• Install SSRS Add-in on SP WFEs and SSRS SP
shared service on SP App Servers
• Create, configure and manage SSRS SP Service
Applications via Central Admin UI
– SSRS catalog DBs are SharePoint Service App DBs
– WCF and Claims based communication
– PowerShell Cmdlets
– Central Admin UI for all RS administration
– ULS Logging integration
– Built-in scale-out and load balancer
43. Self Service Alerting – User
CDH Benefits
Create data alerts from within reports
• Users create alerts directly on the data they see
in reports
• Report authors control which data is available for
alerting
• Supports reports created in Report Builder or BI
Development Studio (BIDS)
Detect important data changes
• Intuitive Alert Rules (greater than, before/after)
• Easy to use scheduling (weekly, daily, monthly)
• Relevant data included in Alert Message
Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses
derived from these data after the data have been retrieved from Data.gov.
44. Self Service Alerting – IT
CDH Benefits
Managed through SharePoint
• Per site administration reduces IT burden
• Fine grained authorization
• Self-managed through SharePoint
• IT Visibility & Control of user-defined alerts
46. BI Semantic Model – Roadmap
CDH Goal Achieved
• Power View (Project Crescent)
• PowerPivot - BISM
47. CDH Power View - Project “Crescent”
Highly Visual Design Experience
• Interactive, web-based authoring and sharing of information
• Familiar Microsoft Office design patterns
• Powerful data layout with banding, callout and small multiples
visualizations
Rich metadata-driven interactivity
• Fully integrated with PowerPivot
• Drive greater insight through smart and powerful querying
• Zero configuration highlighting and filtering
• Animated trending and comparisons
Presentation-ready at all times
• Interactive Presentation turns pervasive information into
persuasive information
• Deliver and collaborate through SharePoint
• Full screen presentation mode for interactive boardroom
session
48. CDH Power View
http://www.microsoft.com/sqlserver/en/us/learning-center/virtual-labs.aspx
50. CDH PowerPivot V2
• PowerPivot is now a
Power User’s data
modeling tool.
• PowerPivot data models
can be promoted to –
restored to an SSAS
server.
• BISM introduced for
PowerPivot and Power
View
• http://powerpivot.com
51. CDH BI Semantic Model: Architecture
Third-party Reporting Excel SharePoint
PowerPivot
applications Services Insights
BI Semantic Model
Multi-
Data model Tabular
dimensional
Business logic MDX DAX
and queries
Direct
Data access ROLAP MOLAP VertiPaq
Query
Databases LOB Applications Files OData Feeds Cloud Services
52. CDH MS BI Roadmap Continues
http://blogs.msdn.com/b/sqlrsteamblog/archive/2011/10/13/power-view-pass-and-mobile.aspx
54. CDH Project 2010
• Do more with SharePoint 2010
• Take MS Project 2010 client and connect it
to SharePoint 2010
• Two way sync
• Web-based
– Accessible
– Easy for team members to maintain
55. The Evolution of Microsoft Project
CDH From Desktop Scheduling to Project and Portfolio Management
1987 2010
• Scheduling
• Simple
reporting
• Task
management
• Print
• Resource
tracking
56. SharePoint Governance
CDH and Life Cycle Management
IT Challenges
• Manage change in the production
environment
• Capture proposals and requests for new
functionality
• Objectively evaluate and prioritize solution
requests
• Effectively manage selected projects
• Measure the effectiveness of completed
requests
57. Project Web App & Project
CDH Sites
Project Web App Site: Top-Level Site Project Site: Sub-Sites
• Created once you provision a PWA instance in • Created once Project are published
the SA • Contains structured (Risks, Issues,
• Specific pages & web parts Deliverables etc.) & unstructured content
(documents, pages etc.)
• Stores all scheduling data (plans, resources,
• One site per project/program typically
timesheets etc…)
PWA Web Part
• One per business unit/group typically name
Approval Center
Issues
My Queued Jobs
My Schedule
My Tasks
My Timesheet
Project Center
Project Details
Project Fields
Project Sites
Project Strategic
Impact
Reminders
Resource
Assignments
Resource Center
Risks
Team Tasks
Plan for Project Server 2010 Web Parts Workflow Status
63. CDH Cloud Architectures
• Private cloud – SharePoint Online Dedicated
– Dedicated server hardware in Microsoft data
center, full trust code
• Public cloud – SharePoint Online Standard
– Shared server - multi-tenancy, sandbox solutions
only
• Hybrid cloud – On-premise and SharePoint
Online
– Keep some of SharePoint on-premise – BI,
customizations
– Move out-of-the-box collaboration sites to Office
365
65. CDH SharePoint for Internet Sites
• My history with Microsoft & web content
management
– Active Server Pages
– Content Management Server 2002
– SharePoint 2007
– SharePoint 2010
66. CDH SharePoint for Internet Sites
• My (initial) skepticism
– Can it really do web content management?
– Is it a stable platform for the web?
– Will we have enough control over the design,
look and feel?
– Can we make use of SharePoint features like
calendars, lists, webparts?
– Does it scale?
– Would a large, global company actually use it?
67. CDH SharePoint for Internet Sites
• My take-aways from SPC2011
– Interest in SharePoint FIS is accelerating.
– You can make great-looking websites that scale
using SharePoint 2010.
– You can implement a multi-site/multi-language
architecture using variations.
– You can further simplify content management for
complex, global deployments by centralizing all
content.
– There is still room for improvement.
68. CDH SharePoint for Internet Sites
Take-away:
Interest in SharePoint FIS is accelerating.
• There were a small number of sessions (5%) on the
topic, but every session was at or near capacity.
• Organizations that use SharePoint for intranet want to
benefit from the same skills, knowledge and features
for their website.
• Microsoft has recognized this as a growth area.
69. CDH SharePoint for Internet Sites
Take-away:
You can make great-looking websites that
scale using SharePoint 2010.
70. CDH SharePoint for Internet Sites
A well-architected site on circa-2010 hardware
can handle thousands of requests per second
(172 million requests per day).
Estimate performance and capacity requirements for WCM
http://technet.microsoft.com/en-us/library/gg398060.aspx
75. CDH SharePoint for Internet Sites
Take-away:
You can implement a multi-site/multi-language
architecture using variations.
76. Customization “Levels” of
CDH Multi-lingual (ML) Sites
OOTB OOTB + light Light + medium Medium + heavy
• UTF-8 content • ML aware • Language based • Regional/country
• Language packs branding sites based sites
• ML metadata • Some ML search • Some custom ML • Right to left
• ML user interface configuration controls support
(MUI) • Variations • Some custom • Custom ML
• SharePoint or • Single source search centers aware JS, CSS
FAST search • Latin char sets • Machine or 3rd • Multiple source
party translation • Complex
workflow translation rules
• 50 labels or less
77. CDH Scenario
• Public Web Sites in US, Europe and
South America
• Languages are
– English, French, Russian and Spanish
• Site Hierarchies are the same
• Translations are handled in country
• Single source – multiple target
78. Logical Elements of a
CDH Variation Site
Site Collection
One-to-many
Relationships source/target
List (Hidden)
relationship
Reusable
Content
Variations Root
(Home)
Master Pages
Pages
and Layouts
Source
Hierarchy Variation Site Resources
(1)
Pages
Target
Variation Site
(up to 50)
Resources
79. High-Level Variation
CDH Configuration Steps
Specify variation Create labels & Configure page
settings hierarchies propagation models
• Set variation settings • Set the root • Automatic (site settings)
(resources, notifications, • Create target labels with • Manual (site settings)
update target page web locales • On demand (PowerShell)
parts, recreate deleted • Set MUI language
target page, automatic
• Create the hierarchy
creation)
80. CDH Multi-Lingual Search Features
Work Breaking/Tokenization
Stemming
Noise Words/Anti-phrasing
Automatic Language
Detection
Spell checking and tuning
Property extraction
Offensive content Filtering
(Configurable)
81. CDH SharePoint for Internet Sites
Take-away:
You can further simplify content management
for complex, global deployments by
centralizing all content.
83. One Content Library –
CDH Multi-Lingual Content Delivery
• Single site collection with variation sites
• Single resource for publishing content
across multi-sites, multi-language
• Utilization of a Master Controller tool to
manage content distribution and
consumption
• Content entered into single asset library
and is consumed by all websites
85. CDH SharePoint for Internet Sites
• Conclusion
– Can it really do web content management?
YES!
– Is it a stable platform for the web? YES!
– Will we have enough control over the design,
look and feel? YES!
– Can we make use of SharePoint features like
calendars, lists, webparts? YES!
– Does it scale? YES!
– Would a large, global company actually use it?
YES!
86. CDH Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
p: (248) 546-1800 p: (616) 776-1600
www.cdh.com
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