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CDH


          Highlights from the
CDH   SharePoint Conference
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
CDH   Expertise
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
CDH   CDH   Talks Tech
CDH


CDH   Conference Keynote

      SharePoint 2011 Conference
              Anaheim, California
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
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
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.
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
CDH


CDH   Driving Adoption in SharePoint
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?
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.
CDH                   Must Haves

      •   Communication plan
      •   Training plan
      •   Content conversion
      •   User support
      •   Incentives and rewards
      •   Executive sponsorships
      •   Information architecture
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.
CDH


CDH   FAST Search for SharePoint
FAST Search Architecture
CDH           Basics
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
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)
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
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
Another problem solved
CDH   How to know what someone is thinking about when
                   they perform a query
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!
CDH


      SharePoint High Availability
CDH               Best Practices
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
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
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
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
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
Redundancy and Failover
CDH                Database servers

      • Failover Clustering

      • Database Mirroring

      • Log Shipping
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
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)
High Availability Database
CDH                       Mirroring
                          Witness Server       3
                                           Principal
                                            Down!

                  2




                                                                                     4



                                                                           I’m OK!
  1
                                   2




                       Encrypted Channel
                                                                   5
      Principal                                                        Mirror

                                                         New
                                                       Principal
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
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
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
Redundancy and Failover
CDH       Between Farms
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!
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
CDH


CDH   SSRS Changes
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
CDH   SSRS Integration Architecture
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.
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
CDH


CDH   BI Roadmap
BI Semantic Model – Roadmap
CDH           Goal Achieved




 • Power View (Project Crescent)
 • PowerPivot - BISM
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
CDH                                                   Power View




http://www.microsoft.com/sqlserver/en/us/learning-center/virtual-labs.aspx
CDH
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
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
CDH                    MS BI Roadmap Continues




http://blogs.msdn.com/b/sqlrsteamblog/archive/2011/10/13/power-view-pass-and-mobile.aspx
CDH


CDH   Project 2010
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
The Evolution of Microsoft Project
CDH       From Desktop Scheduling to Project and Portfolio Management


1987                  2010




 • Scheduling
 • Simple
     reporting
 •   Task
     management
 •   Print
 •   Resource
     tracking
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
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
CDH


CDH   Office 365: SharePoint Online
The Future of Productivity
CDH       for the Enterprise
SharePoint On-Premises/Office
CDH         365 Comparison
SharePoint Online New
CDH         Features
SharePoint Features Not
CDH   Available Yet in Office 365
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
CDH


CDH   SharePoint for Internet Sites
CDH         SharePoint for Internet Sites


      • My history with Microsoft & web content
        management
        –   Active Server Pages
        –   Content Management Server 2002
        –   SharePoint 2007
        –   SharePoint 2010
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?
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.
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.
CDH      SharePoint for Internet Sites


      Take-away:

       You can make great-looking websites that
            scale using SharePoint 2010.
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
CDH




      Chilis.com
CDH




      Sharpie.com
CDH




      Calphalon.com
CDH




      ExperienceWA.co
             m
CDH      SharePoint for Internet Sites


      Take-away:

      You can implement a multi-site/multi-language
              architecture using variations.
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
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
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
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)
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)
                                    
CDH      SharePoint for Internet Sites


      Take-away:

      You can further simplify content management
          for complex, global deployments by
                 centralizing all content.
CDH
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
CDH
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!
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
                   (c) C/D/H 2007. All rights reserved

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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
  • 3. CDH Expertise
  • 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
  • 5. CDH CDH Talks Tech
  • 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
  • 11. CDH CDH Driving Adoption in SharePoint
  • 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.
  • 16. CDH CDH FAST Search for 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
  • 22. Another problem solved CDH How to know what someone is thinking about when they perform a query
  • 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
  • 30. Redundancy and Failover CDH Database servers • Failover Clustering • Database Mirroring • Log Shipping
  • 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
  • 40. CDH CDH SSRS Changes
  • 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
  • 42. CDH SSRS Integration Architecture
  • 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
  • 45. CDH CDH BI Roadmap
  • 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
  • 49. CDH
  • 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
  • 53. CDH CDH Project 2010
  • 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
  • 58. CDH CDH Office 365: SharePoint Online
  • 59. The Future of Productivity CDH for the Enterprise
  • 62. SharePoint Features Not CDH Available Yet in Office 365
  • 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
  • 64. CDH CDH SharePoint for Internet Sites
  • 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
  • 71. CDH Chilis.com
  • 72. CDH Sharpie.com
  • 73. CDH Calphalon.com
  • 74. CDH ExperienceWA.co m
  • 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.
  • 82. CDH
  • 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
  • 84. CDH
  • 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 (c) C/D/H 2007. All rights reserved