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Planning and Configuring
Extranets in SharePoint 2010
 Geoff Varosky
   Jornata
      Architect, Director of Evangelism
      Co-Founder Boston Area SharePoint Users Group
      Co-Organizer SharePoint Saturday Boston
    Blog – www.SharePointYankee.com
    Email – gvarosky@jornata.com
    Twitter – @gvaro
    LinkedIn & Facebook
    Visit Jornata Booth #601
 Thinking
   What is an Extranet?
   Design
    Topology
    Authentication Mechanism
    User Identity Storage Location
   Evaluating Your Requirements
   SharePoint 2010 Considerations
 Doing
   Configuration
   User and Role Management
Planning and Configuring Extranets in SharePoint 2010
Planning and Configuring Extranets in SharePoint 2010
Controlled access from
  external networks
Controlled access from
 EXTeRnAl NETworks
Planning and Configuring Extranets in SharePoint 2010
 Topology
 Authentication Methods
 User Identity Storage Location
Planning and Configuring Extranets in SharePoint 2010
Planning and Configuring Extranets in SharePoint 2010
Corporate network
                                     a/k/a where you access
Internets   Perimeter network         Facebook from every
                                            morning




External        Firewall/UAG    Server Farm
 Users
Internets                       Perimeter network                                        Corporate network




            Firewall                 Router A               Router B             Firewall
             /UAG                                                                 /UAG




                        LAYER 1                  LAYER 2              LAYER 3
                       Web Servers              APP & SQL       DNS, Active Directory,
                                                  Servers          LOB Systems
Internets              Perimeter network          Corporate network




External      Firewall                       Firewall
 Users         /UAG                           /UAG




                            CONSUMING                   SERVICES FARM
                              FARM
Corporate network
  Internets              Perimeter network
                                                        YAY! FACEBOOKS! LOLS!



External      Firewall                       Firewall
 Users         /UAG                           /UAG




                             Web Servers,                 SQL Servers,
                             Application                  Application
                              Servers,                      Servers,
                             DNS, Active                  DNS, Active
                              Directory                    Directory
Planning and Configuring Extranets in SharePoint 2010
 Windows
   NTLM
   Kerberos
   Basic
 Forms Based Authentication (FBA)*
   *Claims needs to be enabled for FBA
 Claims Based Authentication
   SAML tokens
Planning and Configuring Extranets in SharePoint 2010
   Active Directory
   LDAP
   SQL Server
   Other
     Facebooks
     Twitters
Planning and Configuring Extranets in SharePoint 2010
 What do you really need?
    Who needs access?
    How sensitive is the data?
    How sensitive is the network?
    Budget?**
 Who needs access?
   Internal employees only
     Active Directory
   Internal employees and external users
     Active Directory
       Additional domain with restricted access
     Active Directory & Forms Based Authentication
       Claims Authentication
   External only (rare)
     Clients, partners, consultants
       Active Directory or LDAP or SQL?
       Forms Based Authentication or Windows auth?
       Separate or together?
   Hosting
   Mobile Clients
 How sensitive is the data & internal network?
   Network & SharePoint
     Separate site?
     Separate site collection?
     Separate web application?
     Multiple farms with cross-farm services & publishing?
     Separate farm?
     DMZ?
 How sensitive is the data & internal network?
   Security
    Secure Certificates (SSL)
    Encryption
    Firewall
      Both hardware and software?
      Content Filtering
      ACLs
    Virtual Private Network
    Anti-Virus and Anti-Malware
    Client-based certificates
    One-time passwords (RSA tokens)
    Phone verification
    Biometrics
      Retina, fingerprint, facial structure, hair and blood samples
 How sensitive is the data & internal network?
   Security
    Secure Certificates (SSL)
    Encryption
    Firewall
      Both hardware and software?
      Content Filtering
      ACLs
    Virtual Private Network
    Anti-Virus and Anti-Malware
    Client-based certificates
    One-time passwords (RSA tokens)
    Phone verification
    Biometrics
      Retina, fingerprint, facial structure, hair and blood samples
 Budget**
 REMEMBER THIS…


                   You are giving a key to
                   access your company’s
                    data in some form or
                           another.
Planning and Configuring Extranets in SharePoint 2010
 Supported versions
  All – Foundation up through Enterprise
  Office 365
    Can be used as an extranet (since that is basically what it is!)
 Assumptions
      Any Topology
      Multi-Mode (Windows & FBA Authentication)
      SQL User Database


1.    Create ASP.NET Membership Database
2.    Configure SharePoint
3.    Configure IIS
4.    Create and Manage Users
 IIS
   Using your SharePoint Site = BAD
     Must first change default role manager, and then membership provider each time from
      claims to your SQL providers
       No one can log into SharePoint during this time
     And then change them back when done
       Each change recycles the application pool.
   Create a separate IIS Virtual Web Application and Manage from there

 BCS
   Great way to search for and manage users (passwords, email, etc.)
   No way to create users without additional logic
 CodePlex (www.codeplex.com)
   SharePoint 2010 FBA Pack
     http://sharepoint2010fba.codeplex.com


 Third Party Solutions
 Test your configuration
 Review security regularly
 Be wary of cats
 My Blog Series
   Part 1 : http://go.gvaro.net/ExtranetsP1
   Part 2 : http://go.gvaro.net/ExtranetsP2
   Part 3 : http://go.gvaro.net/ExtranetsP3
 Phone Factor – Phone Verification
   http://www.phonefactor.com
 Plan Security Hardening (TechNet)
   http://go.gvaro.net/uSyY1Z
 SharePoint 2007 & 2010 Farm Ports (Firewall Config)
   http://go.gvaro.net/uWQZzU
 Disabling SSL v2.0, PCT 1.0 +more in IIS7
   http://go.gvaro.net/N5GgEa
 SharePoint Ports, Proxies, and Protocols (Firewall Config)
   http://go.gvaro.net/tblxCn
 Harden SQL Server for SharePoint
   http://go.gvaro.net/viVQuN
 Visual FBA configuration by Donal Conlon
   http://go.gvaro.net/oPnAYx
 Extranet tested topologies for SP 2010 Model
   http://go.gvaro.net/SP2010ExtTopMod
 ASP.NET 2.0 Membership Database Reference
   Create, Add Users, etc. http://go.gvaro.net/AN2Mbr
 FBA Configuration in SharePoint 2010
   LDAP: http://go.gvaro.net/FBALDAP
 ASP.NET Membership DB
   http://go.gvaro.net/FBAANMDB
 PeoplePicker Wildcard Search
   http://go.gvaro.net/FBAWildCard
 Helpful Resources for Troubleshooting Membership Providers
   http://go.gvaro.net/TSMemProv
 “Sign me in automatically” in FBA
   http://go.gvaro.net/pAkDQP
 Configuring SSL in a Development Environment
   http://go.gvaro.net/uOTTlJ
Planning and Configuring Extranets in SharePoint 2010
   Meets 2nd Wednesday/month
   6-8PM
   Microsoft N.E.R.D. (Cambridge)
   BostonSharePointUG.org
   Twitter: @BASPUG / #BASPUG

 MEETING TONIGHT HERE! 7P-9P
   Staffordshire room
   Ask the experts panel!
Planning and Configuring Extranets in SharePoint 2010
 Geoff Varosky
   Jornata
      Architect, Director of Evangelism
      Co-Founder Boston Area SharePoint Users Group
      Co-Organizer SharePoint Saturday Boston
    Blog – www.SharePointYankee.com
    Email – gvarosky@jornata.com
    Twitter – @gvaro
    LinkedIn & Facebook
    Visit Jornata Booth #601

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Planning and Configuring Extranets in SharePoint 2010

  • 2.  Geoff Varosky  Jornata  Architect, Director of Evangelism  Co-Founder Boston Area SharePoint Users Group  Co-Organizer SharePoint Saturday Boston  Blog – www.SharePointYankee.com  Email – gvarosky@jornata.com  Twitter – @gvaro  LinkedIn & Facebook  Visit Jornata Booth #601
  • 3.  Thinking  What is an Extranet?  Design  Topology  Authentication Mechanism  User Identity Storage Location  Evaluating Your Requirements  SharePoint 2010 Considerations  Doing  Configuration  User and Role Management
  • 6. Controlled access from external networks
  • 7. Controlled access from EXTeRnAl NETworks
  • 9.  Topology  Authentication Methods  User Identity Storage Location
  • 12. Corporate network a/k/a where you access Internets Perimeter network Facebook from every morning External Firewall/UAG Server Farm Users
  • 13. Internets Perimeter network Corporate network Firewall Router A Router B Firewall /UAG /UAG LAYER 1 LAYER 2 LAYER 3 Web Servers APP & SQL DNS, Active Directory, Servers LOB Systems
  • 14. Internets Perimeter network Corporate network External Firewall Firewall Users /UAG /UAG CONSUMING SERVICES FARM FARM
  • 15. Corporate network Internets Perimeter network YAY! FACEBOOKS! LOLS! External Firewall Firewall Users /UAG /UAG Web Servers, SQL Servers, Application Application Servers, Servers, DNS, Active DNS, Active Directory Directory
  • 17.  Windows  NTLM  Kerberos  Basic  Forms Based Authentication (FBA)*  *Claims needs to be enabled for FBA  Claims Based Authentication  SAML tokens
  • 19. Active Directory  LDAP  SQL Server  Other  Facebooks  Twitters
  • 21.  What do you really need?  Who needs access?  How sensitive is the data?  How sensitive is the network?  Budget?**
  • 22.  Who needs access?  Internal employees only  Active Directory  Internal employees and external users  Active Directory  Additional domain with restricted access  Active Directory & Forms Based Authentication  Claims Authentication  External only (rare)  Clients, partners, consultants  Active Directory or LDAP or SQL?  Forms Based Authentication or Windows auth?  Separate or together?  Hosting  Mobile Clients
  • 23.  How sensitive is the data & internal network?  Network & SharePoint  Separate site?  Separate site collection?  Separate web application?  Multiple farms with cross-farm services & publishing?  Separate farm?  DMZ?
  • 24.  How sensitive is the data & internal network?  Security  Secure Certificates (SSL)  Encryption  Firewall  Both hardware and software?  Content Filtering  ACLs  Virtual Private Network  Anti-Virus and Anti-Malware  Client-based certificates  One-time passwords (RSA tokens)  Phone verification  Biometrics  Retina, fingerprint, facial structure, hair and blood samples
  • 25.  How sensitive is the data & internal network?  Security  Secure Certificates (SSL)  Encryption  Firewall  Both hardware and software?  Content Filtering  ACLs  Virtual Private Network  Anti-Virus and Anti-Malware  Client-based certificates  One-time passwords (RSA tokens)  Phone verification  Biometrics  Retina, fingerprint, facial structure, hair and blood samples
  • 27.  REMEMBER THIS… You are giving a key to access your company’s data in some form or another.
  • 29.  Supported versions  All – Foundation up through Enterprise  Office 365  Can be used as an extranet (since that is basically what it is!)
  • 30.  Assumptions  Any Topology  Multi-Mode (Windows & FBA Authentication)  SQL User Database 1. Create ASP.NET Membership Database 2. Configure SharePoint 3. Configure IIS 4. Create and Manage Users
  • 31.  IIS  Using your SharePoint Site = BAD  Must first change default role manager, and then membership provider each time from claims to your SQL providers  No one can log into SharePoint during this time  And then change them back when done  Each change recycles the application pool.  Create a separate IIS Virtual Web Application and Manage from there  BCS  Great way to search for and manage users (passwords, email, etc.)  No way to create users without additional logic
  • 32.  CodePlex (www.codeplex.com)  SharePoint 2010 FBA Pack  http://sharepoint2010fba.codeplex.com  Third Party Solutions
  • 33.  Test your configuration  Review security regularly  Be wary of cats
  • 34.  My Blog Series  Part 1 : http://go.gvaro.net/ExtranetsP1  Part 2 : http://go.gvaro.net/ExtranetsP2  Part 3 : http://go.gvaro.net/ExtranetsP3  Phone Factor – Phone Verification  http://www.phonefactor.com  Plan Security Hardening (TechNet)  http://go.gvaro.net/uSyY1Z  SharePoint 2007 & 2010 Farm Ports (Firewall Config)  http://go.gvaro.net/uWQZzU  Disabling SSL v2.0, PCT 1.0 +more in IIS7  http://go.gvaro.net/N5GgEa
  • 35.  SharePoint Ports, Proxies, and Protocols (Firewall Config)  http://go.gvaro.net/tblxCn  Harden SQL Server for SharePoint  http://go.gvaro.net/viVQuN  Visual FBA configuration by Donal Conlon  http://go.gvaro.net/oPnAYx  Extranet tested topologies for SP 2010 Model  http://go.gvaro.net/SP2010ExtTopMod  ASP.NET 2.0 Membership Database Reference  Create, Add Users, etc. http://go.gvaro.net/AN2Mbr
  • 36.  FBA Configuration in SharePoint 2010  LDAP: http://go.gvaro.net/FBALDAP  ASP.NET Membership DB  http://go.gvaro.net/FBAANMDB  PeoplePicker Wildcard Search  http://go.gvaro.net/FBAWildCard  Helpful Resources for Troubleshooting Membership Providers  http://go.gvaro.net/TSMemProv  “Sign me in automatically” in FBA  http://go.gvaro.net/pAkDQP  Configuring SSL in a Development Environment  http://go.gvaro.net/uOTTlJ
  • 38. Meets 2nd Wednesday/month  6-8PM  Microsoft N.E.R.D. (Cambridge)  BostonSharePointUG.org  Twitter: @BASPUG / #BASPUG  MEETING TONIGHT HERE! 7P-9P  Staffordshire room  Ask the experts panel!
  • 40.  Geoff Varosky  Jornata  Architect, Director of Evangelism  Co-Founder Boston Area SharePoint Users Group  Co-Organizer SharePoint Saturday Boston  Blog – www.SharePointYankee.com  Email – gvarosky@jornata.com  Twitter – @gvaro  LinkedIn & Facebook  Visit Jornata Booth #601