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Dan Usher
21 May 2009
Introduction
Logical Architecture
Taxonomy
Project Planning
Technical Requirements
Scenarios
Conclusion
Who am I?
What environments have I worked in?
What have I seen?
What is this talk about?
Logical Architectures skipped…
Site Collections popping up all over the place…
Permissions are a mess…
Where’d my admin access go….
Information can’t be found…
Search isn’t working right…
Collaboration        Portals




                      Content
Enterprise Search
                    Management




   Workflow
                      Business
  Process and       Intelligence
     Forms
What’s the context of your use for SharePoint?
What are you trying to accomplish with
SharePoint?
Do you need to be able to roll up data?
Re-utilize SharePoint groups
Workflow tools?
Consider the context of your environment and
requirements

                                                 6
Considerations, Tradeoffs and Compromises to
meet the Context
Assessing the context…
  What capabilities are sought after?
  What are the environment limitations?
  Are you building into the cloud?
Consider the context…
8
What defines a logical architecture?
Why is a logical architecture important?
How can you really make use of a logical
architecture?
What does a logical architecture consist of and
look like?




                                              9
Web Zones                  Web Applications
(Intranet, Extranet, Int      Multiple SSPs
ernet, etc.) and Zone         My Sites
Policies                      Collaborative Team
Different                     Sites
Authentication Models         Secure Content
Content Databases             Authoring and
                              Publishing
Application Pools          Site Collections


                                                   10
Windows SharePoint Services Example




Reference: http://bit.ly/sps-ref-wssLA
Microsoft Office SharePoint Server 2007 Logical Architecture Example




                                          12
Reference: http://bit.ly/sps-ref-mossLA
Extranet
Public Facing Website
Permissions models
Authentication Schemes
Interoperability with other applications




                                           13
Taxonomy is the science (and art) of classifying
a broad range of things. Originally used to
classify plants and animals –
phylum, genus, species, etc. – taxonomy is now
applied to everything from product inventory to
web sites.

                           Reference: http://bit.ly/sps-ref-tax




                                                                  14
SharePoint Farms
  Web Applications
    Collections of Site Collections
      Collections of Sites
  Managed Paths
  Nesting Paths
  Reflection of the Organization
  Requires out of the box thinking



                                      15
Blog
                                                              (/blog)



                                           Root Site       Search Center
                                              /              (/search)



                                                              Personal
                                                            (/personal)
SharePoint Monkey
                    sharepointmonkey.org

                                                            Development
                                                        (/work/development)



                                           Work Sites      Networking
                                            /work/      (/work/networking)



                                                             SharePoint
                                                         (/work/sharepoint)
Why not just deposit everything in a single
document library?
Why not just use search for everything?




                                              17
Inheritance and Breaking it…
   …and re-inheriting it

Defined in a Governance Plan hopefully?
   SharePoint Groups
   AD / LDAP Groups
   Single Users



                                          18
Site collections bridge logical architecture and
information architecture. The design goals for
site collections in the model are to satisfy
requirements for URL design and to create
logical divisions of content.*


                             Reference: http://bit.ly/sps-ref-sc




                                                                   19
How does a project plan fit into
logical architectures and taxonomies?
Or rather…
How does a logical architecture and taxonomy
fit into a project plan… 




                                               20
http://go.spdan.com/hmewo
Microsoft has a project plan for planning…




                                             21
What will the system do?
   Collaboration?
   Publishing?
   Development Platform?
How big will the system be?
How will it be accessed?
What will be the level of usage?
Are we dealing with a cross domain solution?
SQL Mirroring or Clustering?

                                               22
Surrounding Infrastructure
System Memory
IIS
   Number of Web Applications
   Number of Identity Pools
Number of sites / site collections
DNS
Authentication Methods
PKI / SSL / Wildcard Certificates
Network Interfaces / IP Addresses
Storage
                                     23
Small Organization (250-300)
Document Management
Collaboration
Federation
Low Hardware / Software Budget
Information Rollups




                                 24
Taxonomy may reflect an organization’s natural
divisions
Single Site Collection rolls up information easily
Works well with small numbers of users
“Out of the box method”
Reutilizes Site Columns and Content Types




                                                     25
Small Farm
Use of SharePoint
Designer
User Management
Tool
ADFS
Taxonomy using Sites
  Rolled Up Information
  Security Group
  Madness
  User Training
                          26
27
Pirate Nosh Logical Architecture Example




28
29
Collaboration
Document Management
Workflow
Records Management
Large User base - 100k users




                               30
Complex Permissions
Extranet Access
Smartcard Authentication
High Availability
Integrity of Data
AD Infrastructure - Security Groups




                                      31
Integration of 3rd     Rights Management
Party Records          Server
Management Solution    User Management
Use of the DOD         through AD or Third
5015.2 Record's        Party Tools
Management Pack        Large Farm
with a Microsoft
Partner
Third Party Wiki
Integration
(Confluence, MediaWi
ki, etc.)
                                             32
SQL Configuration          Log Shipping
  Mirroring - remove the   Third Party Mirroring
  complexity               Tool
  Clustering - better
  scalability
                           Split DNS
  Mirror the data of the   WCM System
  cluster - best of both   Captaris, K2, Nintex?
  worlds




                                                   33
Typically doesn’t get planned overnight
May or may not reflect what an organization
actually looks like
Best to plan it out with time
Discover what is out there…




                                              34
Binary Brewery Logical Architecture Example




35
36
Binary Brewery Physical Architecture Example




37
Each SharePoint implementation project requires
  that you examine the contextual considerations
  of the environment and define a vision.
Defining such a vision will provide goals to work
  toward, to make your implementation both
  successful and effective to end users.




                                                    38
Your requirements drive your taxonomy and
logical architecture...
Which in turn drive your hardware
requirements...
If you don't know what you're going to use
SharePoint for, start off small and scale your
farm up as you go...
Crawl… Walk… Run…


                                                 39
What you start with on Day One isn’t what
you’re going to end up with in…
   Six months…
   A year…
   Day 472…


            Remain Flexible!!!


                                            40
User adoption in and of itself will cause your
  environment to change…

…adapt to the context as it changes.




                                                 41
Follow me on Twitter – twitter.com/usher
Follow my blog –
http://www.sharepointdan.com
IM?
   gTalk danusher79
   Live danusher@live.com
E-mail: dan@spdan.com



                                           43

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Baltimore SharePoint User's Group - 21 May 2009

  • 3. Who am I? What environments have I worked in? What have I seen? What is this talk about?
  • 4. Logical Architectures skipped… Site Collections popping up all over the place… Permissions are a mess… Where’d my admin access go…. Information can’t be found… Search isn’t working right…
  • 5. Collaboration Portals Content Enterprise Search Management Workflow Business Process and Intelligence Forms
  • 6. What’s the context of your use for SharePoint? What are you trying to accomplish with SharePoint? Do you need to be able to roll up data? Re-utilize SharePoint groups Workflow tools? Consider the context of your environment and requirements 6
  • 7. Considerations, Tradeoffs and Compromises to meet the Context Assessing the context… What capabilities are sought after? What are the environment limitations? Are you building into the cloud? Consider the context…
  • 8. 8
  • 9. What defines a logical architecture? Why is a logical architecture important? How can you really make use of a logical architecture? What does a logical architecture consist of and look like? 9
  • 10. Web Zones Web Applications (Intranet, Extranet, Int Multiple SSPs ernet, etc.) and Zone My Sites Policies Collaborative Team Different Sites Authentication Models Secure Content Content Databases Authoring and Publishing Application Pools Site Collections 10
  • 11. Windows SharePoint Services Example Reference: http://bit.ly/sps-ref-wssLA
  • 12. Microsoft Office SharePoint Server 2007 Logical Architecture Example 12 Reference: http://bit.ly/sps-ref-mossLA
  • 13. Extranet Public Facing Website Permissions models Authentication Schemes Interoperability with other applications 13
  • 14. Taxonomy is the science (and art) of classifying a broad range of things. Originally used to classify plants and animals – phylum, genus, species, etc. – taxonomy is now applied to everything from product inventory to web sites. Reference: http://bit.ly/sps-ref-tax 14
  • 15. SharePoint Farms Web Applications Collections of Site Collections Collections of Sites Managed Paths Nesting Paths Reflection of the Organization Requires out of the box thinking 15
  • 16. Blog (/blog) Root Site Search Center / (/search) Personal (/personal) SharePoint Monkey sharepointmonkey.org Development (/work/development) Work Sites Networking /work/ (/work/networking) SharePoint (/work/sharepoint)
  • 17. Why not just deposit everything in a single document library? Why not just use search for everything? 17
  • 18. Inheritance and Breaking it… …and re-inheriting it Defined in a Governance Plan hopefully? SharePoint Groups AD / LDAP Groups Single Users 18
  • 19. Site collections bridge logical architecture and information architecture. The design goals for site collections in the model are to satisfy requirements for URL design and to create logical divisions of content.* Reference: http://bit.ly/sps-ref-sc 19
  • 20. How does a project plan fit into logical architectures and taxonomies? Or rather… How does a logical architecture and taxonomy fit into a project plan…  20
  • 21. http://go.spdan.com/hmewo Microsoft has a project plan for planning… 21
  • 22. What will the system do? Collaboration? Publishing? Development Platform? How big will the system be? How will it be accessed? What will be the level of usage? Are we dealing with a cross domain solution? SQL Mirroring or Clustering? 22
  • 23. Surrounding Infrastructure System Memory IIS Number of Web Applications Number of Identity Pools Number of sites / site collections DNS Authentication Methods PKI / SSL / Wildcard Certificates Network Interfaces / IP Addresses Storage 23
  • 24. Small Organization (250-300) Document Management Collaboration Federation Low Hardware / Software Budget Information Rollups 24
  • 25. Taxonomy may reflect an organization’s natural divisions Single Site Collection rolls up information easily Works well with small numbers of users “Out of the box method” Reutilizes Site Columns and Content Types 25
  • 26. Small Farm Use of SharePoint Designer User Management Tool ADFS Taxonomy using Sites Rolled Up Information Security Group Madness User Training 26
  • 27. 27
  • 28. Pirate Nosh Logical Architecture Example 28
  • 29. 29
  • 31. Complex Permissions Extranet Access Smartcard Authentication High Availability Integrity of Data AD Infrastructure - Security Groups 31
  • 32. Integration of 3rd Rights Management Party Records Server Management Solution User Management Use of the DOD through AD or Third 5015.2 Record's Party Tools Management Pack Large Farm with a Microsoft Partner Third Party Wiki Integration (Confluence, MediaWi ki, etc.) 32
  • 33. SQL Configuration Log Shipping Mirroring - remove the Third Party Mirroring complexity Tool Clustering - better scalability Split DNS Mirror the data of the WCM System cluster - best of both Captaris, K2, Nintex? worlds 33
  • 34. Typically doesn’t get planned overnight May or may not reflect what an organization actually looks like Best to plan it out with time Discover what is out there… 34
  • 35. Binary Brewery Logical Architecture Example 35
  • 36. 36
  • 37. Binary Brewery Physical Architecture Example 37
  • 38. Each SharePoint implementation project requires that you examine the contextual considerations of the environment and define a vision. Defining such a vision will provide goals to work toward, to make your implementation both successful and effective to end users. 38
  • 39. Your requirements drive your taxonomy and logical architecture... Which in turn drive your hardware requirements... If you don't know what you're going to use SharePoint for, start off small and scale your farm up as you go... Crawl… Walk… Run… 39
  • 40. What you start with on Day One isn’t what you’re going to end up with in… Six months… A year… Day 472… Remain Flexible!!! 40
  • 41. User adoption in and of itself will cause your environment to change… …adapt to the context as it changes. 41
  • 42.
  • 43. Follow me on Twitter – twitter.com/usher Follow my blog – http://www.sharepointdan.com IM? gTalk danusher79 Live danusher@live.com E-mail: dan@spdan.com 43