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SharePoint 2010 – Installation
and maintenance – best
practices

Toni Frankola
Acceleratio d.o.o.
http://sharepointusecases.com
Sponzori
History Lesson




          2012
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
History Lesson




          1912
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
14.4.1912 23:39




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Mistakes

             • Ignored warnings

             • Sailing too fast

             • Construction QA

             • Iceberg 1:10




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Contents



               Installation              Patching         SQL



               Capacity                  Monitoring       Backup



               Upgrade                   Language Packs   Tools and Scripts

WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Before installation

             • Choose your edition: Foundation / Sta / Ent

             • Services I need…

             • Hardware I need (read minimal reqs)

             • Additional software (SQL, Windows…)

             • Check licensing options

             • OWA requires a license and key

             • Control SharePointa deploys with GP


WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
How to setup

             • Minimum of 2 SharePoint farms

             • Test / Production

             • Only 1 farm = no Production farm

             • Prepare & Learn it’s not Next > Next




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Hardware

             • 4 cores

             • 8 GB of RAM

             • 100 GB C: Drive
               Windows, Program Files, Updates

             • Second
               Logs and stuff

WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
SharePoint 2010 – Installation and maintenance – best practices
Repeat this procedure for

             • Office Web Apps

             • Other products (Project Server)

             • …




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Language packs


                                         Formulas and
               Per User                  columns            Turn ON



               Regional settings         Automatic switch   Error messages



               Translate content

WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
PowerShell Install

             • http://tinyurl/SPFarmConfig ili http://autospinstaller.codeplex.com/




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Patching
               • RTM = Release to Manufacturing
               • CU = Cumulative update
               • SP = Service Pack




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
When should I install a patch?

             • Install SP1

             • Install CU if affected with error

             • Check community blogs
               http://www.toddklindt.com/blog/Lists/Posts/Post.aspx
               ?ID=224

             • Currently „stable” : SharePoint 2010 SP1 + December
               2011 CU


WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Patching procedure

             • Backup

             • Unpack files

             • Run configurtation wizard

             • Repeat on each server




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Patches

             • Various flavors

             • Foundation / Server

             • Language Packs




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Installing today?

             • Try to use SQL 2012

             • Windows Server 2008 R2 + all patches

             • SharePoint 2010 + SP1 + Dec11 CU




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Installing today? (2)

             • Slipstreaming patches




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Service Accounts
            http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=237

                                  Account name                                 Role
            sp_install                                Used to install SharePoint binaries.

            sp_farm                                   Farm account. Used for Windows Timer Service,
                                                      Central Admin and User Profile service

            sp_webapp                                 App pool id for content web apps

            sp_serviceapps                            Service app pool id
            sp_search                                 Search process id
            sp_content                                Account used to crawl content

            sp_userprofile                            Account used by the User Profile services to access
                                                      Active Directory
            sp_superuser                              Cache account
            sp_superreader                            Cache account
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
SQL Best Practices for SharePoint
            http://technet.microsoft.com/en-us/library/hh292622.aspx


             • Use a dedicated server for SQL Server 2008 (Configure specific SQL
               Server 2008 settings)

             • Pre-grow all databases and logs if you can. Be sure to monitor the
               sizes so that you do not run out of disk space.

             • Limit content databases to 200 GB.

             • Defragment and rebuild indices daily, if you can absorb the
               downtime required to rebuild.

             • Be sure that you back up and truncate the log files

             • Test Restore

             • Continuously monitor SQL Server storage and performance
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Challenges

             • User Profile Service
               http://technet.microsoft.com/en-
               us/library/ee721049.aspx

             • Configuring Search-a
               Security
               Schedule



WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Backup

             • SLA?

             • Must have: Content databases

             • Other databases?

             • PowerShell backup, CA backup, SQL backup, 3rd
               party

             • Test it!!!

WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Regular checks

             • Event Log

             • ULS Log (ULS Log Viewer)

             • Usage, Health logs

             • Performance Counters

             • Disk (if no other monitoring tools)

             • Search

WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Warmup

             • Can be configured as Search job

             • Web Site search (npr. http://intranet/default.aspx)

                                           7:00
                                                            2:00
                                         Working
                                                           Recycle
                                         day starts


                                                   6:00
                                                  Search
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
                                                  warmup
Caching

             • Blobcaching
               http://technet.microsoft.com/en-
               us/library/cc770229.aspx

             • SharePoint caching




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Sites and templates

             • Prepare site templates(Team Site)

             • Prepare document templates




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Features

             • Different editions and

             • Different templates have different features




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
PDF icon & iFilter

             • Follow instructions

             • or automate with PowerShell




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Capacity Limits

             • Laws of physics

             • SharePoint Server 2010 capacity management:
               Software boundaries and limits
               http://technet.microsoft.com/en-
               us/library/cc262787.aspx

             • Quotes


WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Capacity Limits - example
     Limit                         Maximum value Limit type   Notes
     Application                   10 per Web    Supported    The maximum number is determined by hardware
     pools                         server                     capabilities.
                                                              This limit is dependent largely upon:
                                                                   The amount of RAM allocated to the Web servers

                                                                  The workload that the farm is serving, that is, the user
                                                                  base and the usage characteristics (a single highly
                                                                  active application pools can reach 10 GB or more)


     Content database 200 GB per       Supported              We strongly recommended limiting the size of content
     size (general    content database                        databases to 200 GB, except when the circumstances in
     usage scenarios)                                         the following rows in this table apply.
                                                              If you are using Remote BLOB Storage (RBS), the total
                                                              volume of remote BLOB storage and metadata in the
                                                              content database must not exceed this limit.




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
2007 upgrade workflow

                                                           8. Test and back    9. Install 2010
                                          1. 2007 SP2
                                                               to step 3.           Prod



                                                             7. Mount-        10. Repeat steps
                                         2. Install 2010
                                                            SPContentDB             4,5,7



                                         3. Preupgrade     6. Back to Step
                                              check               3.


                                               4.
                                                               5. Test-
                                         Backup/Restore
                                                            SPContentDB
WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER      2007DB
Document your farm

             • SharePoint has hundreds of settings

             • Different admins or partners

             • Make documentation




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Documentation Toolkit for SharePoint
            http://spdockit.com




WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
Questions
http://sharepointusecases.com
http://slideshare.net/tonifrankola
SharePoint 2010 – Installation and maintenance – best practices
SharePoint 2010 – Installation and maintenance – best practices

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SharePoint 2010 – Installation and maintenance – best practices

  • 1. SharePoint 2010 – Installation and maintenance – best practices Toni Frankola Acceleratio d.o.o. http://sharepointusecases.com
  • 3. History Lesson 2012 WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 4. History Lesson 1912 WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 6. Mistakes • Ignored warnings • Sailing too fast • Construction QA • Iceberg 1:10 WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 7. Contents Installation Patching SQL Capacity Monitoring Backup Upgrade Language Packs Tools and Scripts WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 8. Before installation • Choose your edition: Foundation / Sta / Ent • Services I need… • Hardware I need (read minimal reqs) • Additional software (SQL, Windows…) • Check licensing options • OWA requires a license and key • Control SharePointa deploys with GP WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 9. How to setup • Minimum of 2 SharePoint farms • Test / Production • Only 1 farm = no Production farm • Prepare & Learn it’s not Next > Next WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 10. Hardware • 4 cores • 8 GB of RAM • 100 GB C: Drive Windows, Program Files, Updates • Second Logs and stuff WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 14. Repeat this procedure for • Office Web Apps • Other products (Project Server) • … WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 15. Language packs Formulas and Per User columns Turn ON Regional settings Automatic switch Error messages Translate content WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 16. PowerShell Install • http://tinyurl/SPFarmConfig ili http://autospinstaller.codeplex.com/ WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 17. Patching • RTM = Release to Manufacturing • CU = Cumulative update • SP = Service Pack WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 18. When should I install a patch? • Install SP1 • Install CU if affected with error • Check community blogs http://www.toddklindt.com/blog/Lists/Posts/Post.aspx ?ID=224 • Currently „stable” : SharePoint 2010 SP1 + December 2011 CU WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 19. Patching procedure • Backup • Unpack files • Run configurtation wizard • Repeat on each server WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 20. Patches • Various flavors • Foundation / Server • Language Packs WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 21. Installing today? • Try to use SQL 2012 • Windows Server 2008 R2 + all patches • SharePoint 2010 + SP1 + Dec11 CU WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 22. Installing today? (2) • Slipstreaming patches WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 23. Service Accounts http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=237 Account name Role sp_install Used to install SharePoint binaries. sp_farm Farm account. Used for Windows Timer Service, Central Admin and User Profile service sp_webapp App pool id for content web apps sp_serviceapps Service app pool id sp_search Search process id sp_content Account used to crawl content sp_userprofile Account used by the User Profile services to access Active Directory sp_superuser Cache account sp_superreader Cache account WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 24. SQL Best Practices for SharePoint http://technet.microsoft.com/en-us/library/hh292622.aspx • Use a dedicated server for SQL Server 2008 (Configure specific SQL Server 2008 settings) • Pre-grow all databases and logs if you can. Be sure to monitor the sizes so that you do not run out of disk space. • Limit content databases to 200 GB. • Defragment and rebuild indices daily, if you can absorb the downtime required to rebuild. • Be sure that you back up and truncate the log files • Test Restore • Continuously monitor SQL Server storage and performance WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 25. Challenges • User Profile Service http://technet.microsoft.com/en- us/library/ee721049.aspx • Configuring Search-a Security Schedule WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 26. Backup • SLA? • Must have: Content databases • Other databases? • PowerShell backup, CA backup, SQL backup, 3rd party • Test it!!! WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 27. Regular checks • Event Log • ULS Log (ULS Log Viewer) • Usage, Health logs • Performance Counters • Disk (if no other monitoring tools) • Search WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 28. Warmup • Can be configured as Search job • Web Site search (npr. http://intranet/default.aspx) 7:00 2:00 Working Recycle day starts 6:00 Search WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER warmup
  • 29. Caching • Blobcaching http://technet.microsoft.com/en- us/library/cc770229.aspx • SharePoint caching WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 30. Sites and templates • Prepare site templates(Team Site) • Prepare document templates WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 31. Features • Different editions and • Different templates have different features WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 32. PDF icon & iFilter • Follow instructions • or automate with PowerShell WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 33. Capacity Limits • Laws of physics • SharePoint Server 2010 capacity management: Software boundaries and limits http://technet.microsoft.com/en- us/library/cc262787.aspx • Quotes WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 34. Capacity Limits - example Limit Maximum value Limit type Notes Application 10 per Web Supported The maximum number is determined by hardware pools server capabilities. This limit is dependent largely upon: The amount of RAM allocated to the Web servers The workload that the farm is serving, that is, the user base and the usage characteristics (a single highly active application pools can reach 10 GB or more) Content database 200 GB per Supported We strongly recommended limiting the size of content size (general content database databases to 200 GB, except when the circumstances in usage scenarios) the following rows in this table apply. If you are using Remote BLOB Storage (RBS), the total volume of remote BLOB storage and metadata in the content database must not exceed this limit. WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 35. 2007 upgrade workflow 8. Test and back 9. Install 2010 1. 2007 SP2 to step 3. Prod 7. Mount- 10. Repeat steps 2. Install 2010 SPContentDB 4,5,7 3. Preupgrade 6. Back to Step check 3. 4. 5. Test- Backup/Restore SPContentDB WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER 2007DB
  • 36. Document your farm • SharePoint has hundreds of settings • Different admins or partners • Make documentation WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER
  • 37. Documentation Toolkit for SharePoint http://spdockit.com WINDAYS12 TECHNOLOGY OBRAZOVNI PARTNER