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Infrastructure Best
Practices for
SharePoint OnPremises
Michael Noel - CCO
Michael Noel
•

•

Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010
Unleashed”, “Windows Server 2012 Unleashed,” “Exchange Server 2013
Unleashed”, “ISA Server 2006 Unleashed”, and a total of 19 titles that have sold
over 300,000 copies.
Partner at Convergent Computing (www.cco.com) – San Francisco, U.S.A. based
Infrastructure/Security specialists for SharePoint, AD, Exchange, System Center,
Security, etc.
What’s new in
Infrastructure for
SharePoint 2013
What’s new in Infrastructure for SharePoint 2013
Software/Hardware Requirements

• Windows Server 2008 R2 SP1 or Windows Server
2012 (Preferred)
• SQL Server 2008 R2 w/SP1 or SQL Server 2012
(Preferred)
Type

Memory

Processor

Dev/Stage/Test server

8GB RAM

4 CPU

‘All-in-one’ DB/Web/SA

24GB RAM

4 CPU

Web/SA Server

12GB RAM

4 CPU

DB Server (medium environments)

16GB RAM

8 CPU

DB Server (small environments)

8GB RAM

4 CPU
What’s new in Infrastructure for SharePoint 2013
Changes in Service Applications and New Service Applications
• Office Web Apps is no longer a service application
• Web Analytics is no longer service application, it’s part of
search
• New service applications available and improvements on
existing ones
– App Management Service – Used to manage the new SharePoint app
store from the Office Marketplace or the Application Catalog
– SharePoint Translation Services – provides for language translation of
Word, XLIFF, and PPT files to HTML
– Work Management Service – manages tasks across SharePoint, MS
Exchange and Project.
– Access Services App (2013) – Replaces 2010 version of Access Services
What’s new in Infrastructure for SharePoint 2013
Distributed Cache Service

• A new Windows service – the Distributed Cache
Service – is installed on each server in the farm
when SharePoint is installed
• It is managed via the Services on Server page in
central admin as the Distributed Cache service
• The config DB keeps track of
which machines in the farm
are running the cache service
What’s new in Infrastructure for SharePoint 2013
Request Management (RM)
• The purpose of the Request Management feature is to give
SharePoint knowledge of and more control over incoming
requests
• Having knowledge over the nature of incoming requests –
for example, the user agent, requested URL, or source IP –
allows SharePoint to customize the response to each request
• RM is applied per web app, just like throttling is done in
SharePoint 2010
What’s new in Infrastructure for SharePoint 2013
User Profile Sync – Three Options for Deployment

• Option 1 (AD Import): Simple one-way Sync
(a la SharePoint 2007)
• Option 2: Two-way, possible write-back to AD
options using small FIM service on UPA
server (a la 2010)
• Option 3: Full Forefront Identity Manager
(FIM) Synchronization, allows for complex
scenarios – Larger clients will appreciate this
What’s new in Infrastructure for SharePoint 2013
Claims-based Authentication - Default

• SharePoint 2013 continues to offer support for
both claims and classic authentication modes
• However claims authentication is THE default
authentication option now
– Classic authentication mode is still there, but can
only be managed in PowerShell – it’s gone from the
UI
– Support for classic mode is deprecated and will go
away in a future release

– There also a new process to migrate accounts
from Windows classic to Windows claims –
the Convert-SPWebApplication cmdlet
What’s new in Infrastructure for SharePoint 2013
Shredded Storage

• Stores new versions of documents as ‘shredded
BLOBs that are deltas of the changes
• Promises to reduce storage size significantly
What’s new in Infrastructure for SharePoint 2013
Search – FAST Search now included

• New Search
architecture (FAST
based) with one
unified search
• Personalized
search results
based on search
history
• Rich contextual
previews
ARCHITECTING THE FARM
Architecting the Farm
Three Layers of SharePoint Infrastructure

Web
Service Apps
Data
Architecting the Farm
Small Farm Models

• ‘All-in-One’ (Avoid)


DB and SP Roles Separate
Architecting the Farm
Smallest Highly Available Farm

• 2 SharePoint Servers running
Web and Service Apps
• 2 Database Servers
(AlwaysOn FCI or AlwaysOn
Availability Groups)
• 1 or 2 Index Partitions with
equivalent query components
• Smallest farm size that is fully
highly available
Architecting the Farm
Best Practice ‘Six Server Farm’

• 2 Dedicated Web
Servers (NLB)
• 2 Service Application
Servers
• 2 Database Servers
(Clustered or
Mirrored)
• 1 or 2 Index Partitions
with equivalent query
components
Architecting the Farm
Ideal – Separate Service App Farm + Content Farm(s)

•
•
•
•

Separate farm for
Service Applications
One or more farms
dedicated to content
Service Apps are
consumed crossfarm
Isolates ‘cranky’
service apps like
User Profile Sync and
allows for patching in
isolation
Architecting the Farm
Large SharePoint Farms
• Multiple Dedicated
Web Servers
• Multiple Dedicated
Service App Servers
• Multiple Dedicated
Query Servers
• Multiple Dedicated
Crawl Servers, with
multiple Crawl DBs to
increase parallelization
of the crawl process
• Multiple distributed
Index partitions (max of
10 million items per
index partition)
• Two query components
for each Index partition,
spread among servers
SharePoint Virtualization
SP Server Virtualization
Sample 1: Single Server Environment





Allows organizations that wouldn’t normally be able to have a test
environment to run one
Allows for separation of the database role onto a dedicated server
Can be more easily scaled out in the future
SP Server Virtualization
Sample 2: Two Server Highly Available Farm




HighAvailability
across Hosts
All
components
Virtualized
SP Server Virtualization
Sample 3: Mix of Physical and Virtual Servers




Highest
transaction
servers are
physical
Multiple farm
support, with
DBs for all
farms on the
SQL AOAG
SP Server Virtualization
Scaling to Large Virtual Environments
Virtualization of SharePoint Servers
Virtualization Performance Monitoring
• Processor (Host Only)
– <60% Utilization = Good
– 60%-90% = Caution
– >90% = Trouble

• Available Memory
– 50% and above = Good
– 10%-50% = OK
– <10% = Trouble

• Disk – Avg. Disk sec/Read or
Avg. Disk sec/Write
– Up to 15ms = fine
– 15ms-25ms = Caution
– >25ms = Trouble

• Network Bandwidth – Bytes
Total/sec
– <40% Utilization = Good
– 41%-64% = Caution
– >65% = Trouble

• Network Latency - Output
Queue Length
– 0 = Good
– 1-2= OK
– >2 = Trouble
Data Management
Data Management
Sample Distributed Content Database Design
Data Management
Remote BLOB Storage (RBS)
• Can reduce dramatically the size of Content DBs, as upwards
of 80%-90% of space in content DBs is composed of BLOBs
• Can move BLOB storage to more efficient/cheaper storage
• Improve performance and scalability of your SharePoint
deployment – But highly recommended to use third party
SQL Database Optimization
SQL Server Optimization
Multiple Files for SharePoint Databases

Volume #1

DB-A
File 1

DB-B
File 1

Tempdb File 1

Volume #2

DB-A
File 2

DB-B
File 2

Tempdb File 2

Volume #3

DB-A
File 3

DB-B
File 3

Tempdb File 3

Volume #4

DB-A
File 4

DB-B
File 4

Tempdb File 4
SQL Server Optimization
Multiple Files for SharePoint Databases
• Break Content Databases and TempDB into multiple files (MDF, NDF), total
should equal number of physical processors (not cores) on SQL server.
• Pre-size Content DBs and TempDB to avoid fragmentation
• Separate files onto different drive spindles for best IO perf.
• Example: 50GB total Content DB on Two-way SQL Server would have two
database files distributed across two sets of drive spindles = 25GB pre-sized
for each file.
SQL Database Optimization
SQL Maintenance Plans
• Implement SQL Maintenance Plans!
• Include DBCC (Check Consistency) and either Reorganize
Indexes or Rebuild Indexes, but not both!
• Add backups into the
maintenance plan if they
don’t exist already
• Be sure to truncate
transaction logs with a TSQL Script (after full
backups have run…)
High Availability and Disaster Recovery
HA and DR

Comparison of High Availability and
Disaster Recovery Options

High Availability and Disaster Recovery
SQL Server Solution
AlwaysOn Availability Groups – Synchronous (Dual-phase
commit, no data loss, can’t operate across WAN)
AlwaysOn Availability Groups – Asynchronous (Latency tolerant,
cross WAN option, potential for data loss)
AlwaysOn Failover Cluster Instance (FCI) – Traditional shared
storage clustering

Database Mirroring - High-safety (Synchronous)

None

Potential
Recovery Time
(RTO)
5-7 Seconds

Seconds

Minutes

No

0-4

NA

30 Seconds to
several minutes
(depending on
disk failover)
5-10 seconds

Yes

N/A

Yes

N/A

Manually
initiated, can be a
few minutes if
automated
Manually
initated, can be a
few minutes if
automated, by
typically hours
Typically multiple
hours, days, or
weeks

No

N/A

No

Not during
a restore

No

Not during
a restore

Potential Data
Loss (RPO)

Zero

Database Mirroring - High-performance (Asynchronous)

Seconds

SQL Log Shipping

Minutes

Traditional Backup and Restore

Hours to Days

Automatic
Failover

Additional
Readable Copies

Yes

0-2
HA and DR
AlwaysOn Availability Groups in SQL 2012
Creating SQL 2012 AOAGs

Demo
HA and DR
Network Load Balancing
• Hardware Based Load Balancing (F5,
Cisco, Citrix NetScaler – Best
performance and scalability
• Software Windows Network Load
Balancing fully supported by MS, but
requires Layer 2 VLAN (all packets must
reach all hosts.) Layer 3 Switches must
be configured to allow Layer 2 to the
specific VLAN.
• If using Unicast, use two NICs on the
server, one for communications between
nodes.
• If using Multicast, be sure to configure
routers appropriately
• Set Affinity to Single (Sticky Sessions)
• If using VMware, note fix to NLB RARP
issue (http://tinyurl.com/vmwarenlbfix)
Security and Documentation
Security
Five Layers of SharePoint Security
• Infrastructure Security and Best practices
– Physical Security
– Best Practice Service Account Setup
– Kerberos Authentication

• Data Security
– Role Based Access Control (RBAC)
– Transparent Data Encryption (TDE) of SQL Databases

• Transport Security
– Secure Sockets Layer (SSL) from Server to Client
– IPSec from Server to Server

• Edge Security
– Inbound Internet Security (Forefront UAG/TMG)

• Rights Management
Document SharePoint
SPDocKit
•
•

•

Document all key settings in IIS, SharePoint, after
installation
Consider monitoring for changes after installation for
Config Mgmt.
Fantastic tool for this is the SPDocKit - can be found at
http://tinyurl.com/spdockit
Michael Noel
Twitter: @MichaelTNoel
www.cco.com
Slides: slideshare.net/michaeltnoel
Travel blog: sharingtheglobe.com
SharePoint 2013 Unleashed:
tinyurl.com/sp2013unleashed

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Infrastructure Best Practices for SharePoint On-Premises presented by Michael Noel

  • 1. Infrastructure Best Practices for SharePoint OnPremises Michael Noel - CCO
  • 2. Michael Noel • • Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010 Unleashed”, “Windows Server 2012 Unleashed,” “Exchange Server 2013 Unleashed”, “ISA Server 2006 Unleashed”, and a total of 19 titles that have sold over 300,000 copies. Partner at Convergent Computing (www.cco.com) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, System Center, Security, etc.
  • 3. What’s new in Infrastructure for SharePoint 2013
  • 4. What’s new in Infrastructure for SharePoint 2013 Software/Hardware Requirements • Windows Server 2008 R2 SP1 or Windows Server 2012 (Preferred) • SQL Server 2008 R2 w/SP1 or SQL Server 2012 (Preferred) Type Memory Processor Dev/Stage/Test server 8GB RAM 4 CPU ‘All-in-one’ DB/Web/SA 24GB RAM 4 CPU Web/SA Server 12GB RAM 4 CPU DB Server (medium environments) 16GB RAM 8 CPU DB Server (small environments) 8GB RAM 4 CPU
  • 5. What’s new in Infrastructure for SharePoint 2013 Changes in Service Applications and New Service Applications • Office Web Apps is no longer a service application • Web Analytics is no longer service application, it’s part of search • New service applications available and improvements on existing ones – App Management Service – Used to manage the new SharePoint app store from the Office Marketplace or the Application Catalog – SharePoint Translation Services – provides for language translation of Word, XLIFF, and PPT files to HTML – Work Management Service – manages tasks across SharePoint, MS Exchange and Project. – Access Services App (2013) – Replaces 2010 version of Access Services
  • 6. What’s new in Infrastructure for SharePoint 2013 Distributed Cache Service • A new Windows service – the Distributed Cache Service – is installed on each server in the farm when SharePoint is installed • It is managed via the Services on Server page in central admin as the Distributed Cache service • The config DB keeps track of which machines in the farm are running the cache service
  • 7. What’s new in Infrastructure for SharePoint 2013 Request Management (RM) • The purpose of the Request Management feature is to give SharePoint knowledge of and more control over incoming requests • Having knowledge over the nature of incoming requests – for example, the user agent, requested URL, or source IP – allows SharePoint to customize the response to each request • RM is applied per web app, just like throttling is done in SharePoint 2010
  • 8. What’s new in Infrastructure for SharePoint 2013 User Profile Sync – Three Options for Deployment • Option 1 (AD Import): Simple one-way Sync (a la SharePoint 2007) • Option 2: Two-way, possible write-back to AD options using small FIM service on UPA server (a la 2010) • Option 3: Full Forefront Identity Manager (FIM) Synchronization, allows for complex scenarios – Larger clients will appreciate this
  • 9. What’s new in Infrastructure for SharePoint 2013 Claims-based Authentication - Default • SharePoint 2013 continues to offer support for both claims and classic authentication modes • However claims authentication is THE default authentication option now – Classic authentication mode is still there, but can only be managed in PowerShell – it’s gone from the UI – Support for classic mode is deprecated and will go away in a future release – There also a new process to migrate accounts from Windows classic to Windows claims – the Convert-SPWebApplication cmdlet
  • 10. What’s new in Infrastructure for SharePoint 2013 Shredded Storage • Stores new versions of documents as ‘shredded BLOBs that are deltas of the changes • Promises to reduce storage size significantly
  • 11. What’s new in Infrastructure for SharePoint 2013 Search – FAST Search now included • New Search architecture (FAST based) with one unified search • Personalized search results based on search history • Rich contextual previews
  • 13. Architecting the Farm Three Layers of SharePoint Infrastructure Web Service Apps Data
  • 14. Architecting the Farm Small Farm Models • ‘All-in-One’ (Avoid)  DB and SP Roles Separate
  • 15. Architecting the Farm Smallest Highly Available Farm • 2 SharePoint Servers running Web and Service Apps • 2 Database Servers (AlwaysOn FCI or AlwaysOn Availability Groups) • 1 or 2 Index Partitions with equivalent query components • Smallest farm size that is fully highly available
  • 16. Architecting the Farm Best Practice ‘Six Server Farm’ • 2 Dedicated Web Servers (NLB) • 2 Service Application Servers • 2 Database Servers (Clustered or Mirrored) • 1 or 2 Index Partitions with equivalent query components
  • 17. Architecting the Farm Ideal – Separate Service App Farm + Content Farm(s) • • • • Separate farm for Service Applications One or more farms dedicated to content Service Apps are consumed crossfarm Isolates ‘cranky’ service apps like User Profile Sync and allows for patching in isolation
  • 18. Architecting the Farm Large SharePoint Farms • Multiple Dedicated Web Servers • Multiple Dedicated Service App Servers • Multiple Dedicated Query Servers • Multiple Dedicated Crawl Servers, with multiple Crawl DBs to increase parallelization of the crawl process • Multiple distributed Index partitions (max of 10 million items per index partition) • Two query components for each Index partition, spread among servers
  • 20. SP Server Virtualization Sample 1: Single Server Environment    Allows organizations that wouldn’t normally be able to have a test environment to run one Allows for separation of the database role onto a dedicated server Can be more easily scaled out in the future
  • 21. SP Server Virtualization Sample 2: Two Server Highly Available Farm   HighAvailability across Hosts All components Virtualized
  • 22. SP Server Virtualization Sample 3: Mix of Physical and Virtual Servers   Highest transaction servers are physical Multiple farm support, with DBs for all farms on the SQL AOAG
  • 23. SP Server Virtualization Scaling to Large Virtual Environments
  • 24. Virtualization of SharePoint Servers Virtualization Performance Monitoring • Processor (Host Only) – <60% Utilization = Good – 60%-90% = Caution – >90% = Trouble • Available Memory – 50% and above = Good – 10%-50% = OK – <10% = Trouble • Disk – Avg. Disk sec/Read or Avg. Disk sec/Write – Up to 15ms = fine – 15ms-25ms = Caution – >25ms = Trouble • Network Bandwidth – Bytes Total/sec – <40% Utilization = Good – 41%-64% = Caution – >65% = Trouble • Network Latency - Output Queue Length – 0 = Good – 1-2= OK – >2 = Trouble
  • 26. Data Management Sample Distributed Content Database Design
  • 27. Data Management Remote BLOB Storage (RBS) • Can reduce dramatically the size of Content DBs, as upwards of 80%-90% of space in content DBs is composed of BLOBs • Can move BLOB storage to more efficient/cheaper storage • Improve performance and scalability of your SharePoint deployment – But highly recommended to use third party
  • 29. SQL Server Optimization Multiple Files for SharePoint Databases Volume #1 DB-A File 1 DB-B File 1 Tempdb File 1 Volume #2 DB-A File 2 DB-B File 2 Tempdb File 2 Volume #3 DB-A File 3 DB-B File 3 Tempdb File 3 Volume #4 DB-A File 4 DB-B File 4 Tempdb File 4
  • 30. SQL Server Optimization Multiple Files for SharePoint Databases • Break Content Databases and TempDB into multiple files (MDF, NDF), total should equal number of physical processors (not cores) on SQL server. • Pre-size Content DBs and TempDB to avoid fragmentation • Separate files onto different drive spindles for best IO perf. • Example: 50GB total Content DB on Two-way SQL Server would have two database files distributed across two sets of drive spindles = 25GB pre-sized for each file.
  • 31. SQL Database Optimization SQL Maintenance Plans • Implement SQL Maintenance Plans! • Include DBCC (Check Consistency) and either Reorganize Indexes or Rebuild Indexes, but not both! • Add backups into the maintenance plan if they don’t exist already • Be sure to truncate transaction logs with a TSQL Script (after full backups have run…)
  • 32. High Availability and Disaster Recovery
  • 33. HA and DR Comparison of High Availability and Disaster Recovery Options High Availability and Disaster Recovery SQL Server Solution AlwaysOn Availability Groups – Synchronous (Dual-phase commit, no data loss, can’t operate across WAN) AlwaysOn Availability Groups – Asynchronous (Latency tolerant, cross WAN option, potential for data loss) AlwaysOn Failover Cluster Instance (FCI) – Traditional shared storage clustering Database Mirroring - High-safety (Synchronous) None Potential Recovery Time (RTO) 5-7 Seconds Seconds Minutes No 0-4 NA 30 Seconds to several minutes (depending on disk failover) 5-10 seconds Yes N/A Yes N/A Manually initiated, can be a few minutes if automated Manually initated, can be a few minutes if automated, by typically hours Typically multiple hours, days, or weeks No N/A No Not during a restore No Not during a restore Potential Data Loss (RPO) Zero Database Mirroring - High-performance (Asynchronous) Seconds SQL Log Shipping Minutes Traditional Backup and Restore Hours to Days Automatic Failover Additional Readable Copies Yes 0-2
  • 34. HA and DR AlwaysOn Availability Groups in SQL 2012
  • 35. Creating SQL 2012 AOAGs Demo
  • 36. HA and DR Network Load Balancing • Hardware Based Load Balancing (F5, Cisco, Citrix NetScaler – Best performance and scalability • Software Windows Network Load Balancing fully supported by MS, but requires Layer 2 VLAN (all packets must reach all hosts.) Layer 3 Switches must be configured to allow Layer 2 to the specific VLAN. • If using Unicast, use two NICs on the server, one for communications between nodes. • If using Multicast, be sure to configure routers appropriately • Set Affinity to Single (Sticky Sessions) • If using VMware, note fix to NLB RARP issue (http://tinyurl.com/vmwarenlbfix)
  • 38. Security Five Layers of SharePoint Security • Infrastructure Security and Best practices – Physical Security – Best Practice Service Account Setup – Kerberos Authentication • Data Security – Role Based Access Control (RBAC) – Transparent Data Encryption (TDE) of SQL Databases • Transport Security – Secure Sockets Layer (SSL) from Server to Client – IPSec from Server to Server • Edge Security – Inbound Internet Security (Forefront UAG/TMG) • Rights Management
  • 39. Document SharePoint SPDocKit • • • Document all key settings in IIS, SharePoint, after installation Consider monitoring for changes after installation for Config Mgmt. Fantastic tool for this is the SPDocKit - can be found at http://tinyurl.com/spdockit
  • 40. Michael Noel Twitter: @MichaelTNoel www.cco.com Slides: slideshare.net/michaeltnoel Travel blog: sharingtheglobe.com SharePoint 2013 Unleashed: tinyurl.com/sp2013unleashed

Editor's Notes

  • #2: Introduction slide