SharePoint 2010 Intranet Case Study Presented by Peter Carson - - PowerPoint PPT Presentation

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SharePoint 2010 Intranet Case Study Presented by Peter Carson - - PowerPoint PPT Presentation

Jan 24, 2024 177 likes •454 views

SharePoint 2010 Intranet Case Study Presented by Peter Carson President, Envision IT Peter Carson President, Envision IT Virtual Technical Specialist, Microsoft Canada Computer Engineering, UW peter@envisionit.com

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SharePoint 2010 Intranet Case Study

Presented by Peter Carson President, Envision IT

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Peter Carson

  • President, Envision IT
  • Virtual Technical Specialist, Microsoft Canada
  • Computer Engineering, UW
  • peter@envisionit.com
  • http://blog.petercarson.ca
  • www.envisionit.com
  • Linked in, Facebook, Twitter
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Agenda

  • Envision IT Overview
  • Microsoft SharePoint
  • Envision IT Intranet
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  • Envision IT is a privately held, best-of-breed web

development company located at 7145 West Credit Avenue, Mississauga, Ontario – adjacent to Microsoft Canada Headquarters.

  • Incorporated as PCC Limited in 1988 as a Computer

Software Consulting company, PCC Limited was

  • fficially renamed Envision IT Inc. June 25th, 2004.
  • Envision IT joined the Microsoft Partner Program in

1997 and was one of the first Microsoft Gold Certified partners in Canada.

Envision IT Overview

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Focused on complex SharePoint solutions, Envision IT is the “go-to” partner for Microsoft SharePoint. We build integrated public web sites, Intranets, Collaboration Portals, Extranets, and Custom Web Applications that leverage your existing systems anywhere over the Internet. Supporting our SharePoint services practice:

  • SharePoint Products: Extranet User Manager, Silverlight

Image Manager, Photo Viewer, Image Rotator

  • Custom .NET Development and Business Process

Automation

  • Business Intelligence
  • Business Productivity Training

Our Focus

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Community Leadership

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Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web

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Microsoft SharePoint 2010

Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser List Enhancements Audio and Video Content Types Enterprise Content Types Metadata and Navigation Document Sets Document IDs Multi-stage Disposition Records Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS

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Envision IT Intranet

  • Vision and Goals for the project
  • Logical Design
  • Service Architecture
  • Physical Architecture
  • Security Plan
  • Authentication
  • Enterprise Content Management (Document Management and Web

Content Management)

  • Social Computing (Profile Import, My Sites, Tagging, Wikis, and Blogs)
  • BCS connection to Dynamics CRM 4.0
  • Managed Metadata
  • Enterprise Search (SharePoint People Search, FAST Search with refiners

and document previewers)

  • Office Web Applications and multi-authoring
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Vision and Goals

To provide a single collaborative place available inside and outside our network where our staff, clients, and partners have access to all information relevant to their role.

  • Branded SharePoint 2010 experience across Intranet, Client, and

personal sites

  • Communication, document management, and social
  • Common navigation for all areas
  • Single launch point for all systems
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Logical Design

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Service Applications in SharePoint 2010

SKU Service application

SharePoint Foundation 2010 Business Data Connectivity Services Usage and Health Data Collection Microsoft SharePoint Foundation Subscription Settings Service SharePoint 2010 Standard Managed Metadata Service Search Service Secure Store Service State Service User Profile Service Word Automation Services SharePoint 2010 Enterprise Access Services Excel Services PerformancePoint Service Application PowerPoint Visio Graphics Service Web Analytics Additional Office Web Application Services: Word Viewing Service PowerPoint Service Excel Calculation Services Microsoft Project Server 2010

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Service Application Dependencies

Service Dependent on

Business Connectivity Services Secure Store Service Subscription Settings Service Excel Services Secure Store Service Managed Metadata Service Subscription Settings Service PerformancePoint Services Secure Store Service State Service Enterprise Search Business Connectivity Services User Profile Service Subscription Settings Service Secure Store Service Subscription Settings Service User Profile Services Business Connectivity Services Managed Metadata Service Subscription Settings Service Visio Graphics Service Secure Store Service State Service Web Analytics Service State Service Word Automation Service Subscription Settings Service

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Possible Topology

Application pool Application pool Application pool Service apps Application pool Service applications Default group Custom group SharePoint Web Services Web App 1 Web App 2 Web App 3

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Physical Architecture

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Security and Authentication

  • Claims based
  • Windows Authentication both inside and outside the firewall
  • Microsoft ISA Server 2006 provides an HTML login page
  • Envision IT Extranet User Manager provides external user account

setup, password management, and lost password retrieval

  • Future plans are to move to Forefront Threat Management

Gateway for outbound and Unified Access Gateway for inbound

  • Forefront Protection 2010 for SharePoint
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SharePoint Accounts

Account Details

Setup User Account Used to run setup and the product config wizard Farm Account Central Admin App Pool Microsoft SharePoint Foundation Workflow Timer Service Services Account Central Admin App Pool Secure App Pool MySite App Pool Search Service Account Read only content access account User Profile Sync Services Account Account used to connect to the domain to retrieve AD

  • information. Needs replicate directory changes permission

to each import domain Portal Super User Portal Super Reader Secure Store Account(s) used to access back end systems and data stores

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Installation

  • Installed using AutoSPInstaller
  • http://autospinstaller.codeplex.com/
  • Repeatable, scripted install
  • Can be restarted midway
  • Will install the binaries, including service packs and language

packs

  • Provides standardized naming for all SharePoint databases
  • Driven off a single SetInputs.xml file
  • Product ID is set in the config.xml
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General Configuration

  • Farm Configuration Wizard
  • Create and assign domain certificates
  • Create the top-level site collection
  • Configure outgoing email settings
  • Activate the Office Web Apps feature in each site collection
  • Allow all site templates
  • Setup Excel Services
  • Activate the SharePoint Server Enterprise Site Collection

features

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File Handling

  • Set permissive file handling on the web apps
  • http://www.sharepointedutech.com/2010/05/05/opening-

pdfs-in-sharepoint-2010

  • Set the PDF file icon to show
  • http://www.sharepointedutech.com/2010/02/17/changing-

file-associations-icons-in-sharepoint-2010

  • Add the ICPDF.GIF file to the C:\Program Files\Common

Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\IMAGES folder

  • Add the <Mapping Key="pdf" Value="ICPDF.gif"

OpenControl=""/> line to the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\XML\DOCICON.XML file

  • IISReset to see the changes
  • Do the same for MindManager and Balsamiq
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Profile Import

  • Manage User Profile Service
  • Configure synchronization connections
  • http://blogs.msdn.com/b/spses/archive/2010/04/01/sharepoint-

2010-provisioning-user-profile-synchronization.aspx

  • Provision the directory sync account
  • Replicate directory changes permission to each import

domain NC

  • http://support.microsoft.com/kb/303972
  • Start a full profile synchronization
  • Setup a content source for sps3:// for the people search
  • Do a full search crawl
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Business Connectivity Services

  • Manage the Secure Store Service
  • http://technet.microsoft.com/en-us/library/ee806866.aspx
  • http://blogs.msdn.com/b/sridhara/archive/2010/01/27/setting-

up-bcs-with-secure-store-application-impersonation.aspx

  • Generate New Key
  • Create new Target Application
  • Target application type of Group
  • Set the members to the group(s) that will map to these credentials
  • Set the credentials
  • Manage the Business Data Connectivity Service application
  • Set Metadata Store Permissions to grant permissions to the user

creating the external content type

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Business Connectivity Services

  • Add a new connection of data type SQL Server
  • Set the database server and database names
  • Connect with Impersonated Windows Users Identity
  • SSID matches the target application set in the Secure Store Service
  • Select the table or view
  • Create a new Read Item and Read List operations
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Envision IT Intranet

  • Vision and Goals for the project
  • Logical Design
  • Service Architecture
  • Physical Architecture
  • Security Plan
  • Authentication
  • Enterprise Content Management (Document Management and Web

Content Management)

  • Social Computing (Profile Import, My Sites, Tagging, Wikis, and Blogs)
  • BCS connection to Dynamics CRM 4.0
  • Managed Metadata
  • Enterprise Search (SharePoint People Search, FAST Search with refiners

and document previewers)

  • Office Web Applications and multi-authoring
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Questions?

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Peter Carson

  • President, Envision IT
  • Virtual Technical Specialist, Microsoft Canada
  • Computer Engineering, UW
  • peter@envisionit.com
  • http://blog.petercarson.ca
  • www.envisionit.com
  • Linked in, Facebook, Twitter