Architecture and Governance with SharePoint for Internet Sites. Ashish Bahuguna Kartik Shah

Transcription

1 Architecture and Governance with SharePoint for Internet Sites Ashish Bahuguna Kartik Shah

2 Agenda Web Content Management Architecture Information Architecture Architecting Content Management Server Infrastructure Security Optimization Extending Web Content Management Governance - What is Governance? Why Governance? Goals - Governance Areas Summary

3 WEB CONTENT MANAGEMENT

4 Web Content Management SharePoint Web Presence Features

5 Web Content Management Authoring Web Content Library functions, policies, search Web Repository PR Manager In-context editing Authoring Capabilities WYSIWYG Web editor Office Word Reusable HTML Fragments

6 Web Content Management Publish Web Content Separation of content and presentation Built-in review/approval workflow Site variations Template PR Manager PR Director Press Release Content Production Server Internet Site

7 Web Content Management Deploy and Manage Content Deployment System Page Scheduling System Press Release Internet Server Press Release Active on: March 31 st 2009 Expires On: April 31 st 2009 PR Manager Staging Server Breaking News Quick Deploy Intranet Server

8 INFORMATION ARCHITECTURE

9 Information Architecture (IA) Develop a site structure that is intuitive and easy to use IA Requirements Users Topology Appearance Navigation Information Information Security Data migration requirement Internet Portal Home Site Products Site MSDS (Document Library) Specifications (Document Library) Product Information (Custom List) IA Planning Stages Documenting IA Career Site Special Promotions Site

10 Determine Site Collections, Sites & Sub Sites Information Architecture analysis determines the site structure Site structure based Business processes Projects Content grouping Map site structure to SharePoint Web Applications Site collections Sites Subsites

11 Site Templates Out-of-the-box Publishing site templates Web Sites Publishing Sites Publishing Site Publishing Site with Workflow News Site Web 2.0 Capability Sites Wiki Site Blog Site Web Pages

12 Plan Site Navigation Information Architecture drives site navigation Work with stakeholders and users Review current sites and navigation practices, if available Intuitive and familiar Inheritance Reflect site hierarchy Office SharePoint Server 2007 navigation model ASP.NET 2.0 Provider model

13 Web 2.0 & Social Computing Blogs and Wikis in Office SharePoint Server 2007 Review communication requirements & recommend Blogs Personal views Discussion threads Wiki Collaborative Shared knowledge base Advantages of MOSS 2007 Wikis & Blogs

14 ARCHITECTING CONTENT MANAGEMENT

15 Branding: Understanding the Page Model Creating a consistent look and feel Master Pages Content Types Page Layouts Style Sheets Field Controls Web Parts Field Control Field Control Field Control Title MasterPage.master Image PageLayout.aspx Body Field Control Field Control Field Control Date ByLine

16 Understanding the Page Model How a page is assembled Navigation.master Page Layout Title Image Navigation.master Page Layout Title Image Body Body Master Page Top and left margin Page Layout Page content Rendered page Reflects CSS

17 Managing Content Pages, Lists, Document Libraries Pages in Pages library Add Site Columns to site Add Columns to lists & Document libraries Check-in and Check-Out Multi-media file storage

18 Managing Content: Document Converters Managing content for multiple languages and multiple devices Settings (per Content Type) Converters docx XML XSN Master document in document library is source for conversions Out-of-box converters for Word.docx, XML, InfoPath forms Server-side HTML conversion (XSLT-based) Extensible: converter framework with process isolation

19 Site Variations Managing content for multiple languages and multiple devices Company Site Web Browser Mobile 6 Devices About Us Product Information About Us Product Information Company Site Site variations for mobile devices English Deutche Contact Us Product Information Kontakt Uns Produkt Information Site variations for language

20 Content Approval Managing content for multiple languages and multiple devices Content Approval Content pages and media files Items in Lists & document libraries Master pages and page layouts Workflows Authoring and approval Built-in Workflows Custom Workflows

21 SERVER INFRASTRUCTURE & CONTENT DEPLOYMENT

22 Internet Web Presence Characteristics Characteristics to consider when planning for server farm topology Anonymous Access Mostly Read-only operations Many repeat views of the same content Request and Query throughput is higher Effective caching is critical Requirements for SSP services like My Sites, Excel Services & BDC are very limited

23 Baseline Topologies Two-server Farm & Three-Server Farm Applications Web Front End Search Index Applications Search Index Web Front End Dedicated SQL server Dedicated SQL server 1x1 1 Web Server (WFE) and Application Server 1 Database Server 1x1x1 1 Web Server (WFE) 1 Application, Index, and Search Server 1 Database Server

24 Baseline Topologies Four-Server Farm for DB High Availability or Web Server Throughput Database High Availability Web front end Applications Search Index Web Front End 1x1x2 1 Web Server (WFE) 1 Application, Index, & Search Server 2 Database Server Dedicated SQL servers Web Front End Web Front End Web Server Throughput 1x1x1 2 Web Server (WFE) 1 Application, Index, and Search Server 1 Database Server Applications Search Index Dedicated SQL server

25 Development, Staging & Production Farms Multiple environments to isolate development & staging from live processes Development Environment Export Web Server Test Environment Staging Environment Production Environment Staging Farm Internal Network Import Web Server Import/Export Web Server Staging Farm Production Farm Internal Network Perimeter Network

26 Content Deployment: Overview Deploy content from authenticated staging (authoring) to anonymous production Authors Web Designer ` ` ` Master Page Page Layout Web Front End Word Authoring Approvers Web-based Authoring Approval Workflow Web Front End Content Deployment NLB Requests Internet ` DBServer ` Authoring Farm Production Farm Internet

27 Content Deployment: Automated Automate migration of content between environments Content Paths Content Scheduling Content Jobs Built-in security Content deployment dependencies Content deployment exclusions Quick Deploy

28 Content Deployment: Site Variations Automate migration of content for multiple languages/devices Content Deployment Workflow

29 SECURITY

30 Securing servers Isolate production server farm from the internet and internal network Protecting Servers with Firewalls Server-hardening guidelines for WCM solutions Microsoft security products to provide edge security, virus protection and content filtering For additional information about Security, refer Technical Training: Security with FIS

31 Securing Network Communications Countermeasures\Solutions Secure Sockets Layer (SSL) encryption IP Security (IPSec) to protect server-server network traffic Session state and service requirements Authentication methods Lock down Forms pages

32 Authentication: Anonymous Access Internet-facing sites almost always provide anonymous access It is essential to make content easy to find and consume

33 Authentication: Forms Based Authentication Provides authentication based on a database entry, rather than on Active Directory Create the database, holding information on the user, gained through registration Anonymous User Name: Password: Session cookie

34 OPTIMIZING PERFORMANCE

35 Optimize Content Manage page payload and reduce the overall page download size Optimize the download of core SharePoint files Optimize HTML Optimize CSS Optimize Custom Controls and Code

36 IIS Compression Effective bandwidth usage with IIS HTTP compression How IIS Compression Improves Performance When to Use IIS Compression Setting Compression Options Compression Levels

37 Caching Cached pages can be served without processing by ASP.NET pipeline Page Output Caching Serves cached versions of HTML output of page to users Most efficient when most users have the same rights on the site Disk-based (BLOB) Caching Caches page resources on web front-end servers for serving to users Removes need to store these resources outside of SharePoint

38 EXTENDING WEB CONTENT MANAGEMENT

39 Customizing Content Presentation Unique requirements warrant customizing content presentation Custom Field Controls Customizing Navigation Custom Navigation Control Customizing Site Variation Redirection Logic

40 Customizing Content Editing Customizing Page Editing Toolbar Customizing HTML Editor Field Control

41 GOVERNANCE

42 What is Governance? Governance is the set of policies, roles, responsibilities, and processes that you establish in an enterprise to guide, direct, and control how the organization uses technologies to accomplish business goals.

43 Why Governance? Governance provides policies and guidelines that make the deployment of products and technologies such as Microsoft Office SharePoint Server 2007 both manageable for IT and also effective as a business tool. Governance can help protect your enterprise from security threats or non-compliance liability. It can also help ensure the best return on your investment in technologies, such as by enforcing best practices in content management or information architecture. Users of the system will be empowered by a support and developer community sponsored by the business leaders.

44 Governance Goals Establish the service definition and governing IT policies by which the SharePoint service will be run based on the requirements outlined. Avoid inconsistency in management of the Web site as users within each role change over time.

45 Governance: Initial Tasks Establish SharePoint Service Team Service Delivery Requirements Technical Requirements Business Requirements

46 Infrastructure Client Configurations Server Diagrams or Topology Installation & Configuration Accounts used during installation Local Storage Locations Administrator Accounts DNS Settings Site Quota Templates Recycle Bin Settings

47 Information Architecture Site Creation Site Design Master Page Site Design & Layout Site Columns & Content Types Site Management Permissions Navigation

48 Branding Master Page Changes Require Approval Need Testing Prior to Going Live Determine Frequency of Changes Page Layouts Ensure Consistency Enforce Usage Variations Require Approval

49 Search Content Sources Determine Content Sources & Crawl Schedule Determine Size of Content Sources Monitor Search Crawls to prevent Performance Problems ifilters Review before Installation Global Search Scopes Default to the Internet site Additional requests need approval

50 Development & Customization Use of SharePoint Designer Custom Development Review and Approve Impose Security Use of Development & QA Environments Staging/Authoring Environment Features & Solutions Custom Site Definitions

51 Support Development of Internal Support Skills Service Level Agreements (SLAs) Support Availability Scheduled Downtimes

52 Training Levels of training Contribute Users will be instructed on how and when to edit the content of the site Manage Permissions Users will be instructed on how to approve and publish content changes to the site Users will be instructed on how and when to edit the content of the site Users will be instructed on the method to approve content changes to their site Users will be instructed on how and when to edit the content of the site Users will also be informed of the approval policy for all content changes

53 Summary Web Content Management Features Overview Architecture Information Architecture Determine Site Collections, Sites & Sub-sites, Navigation Branding, Content Management Server Infrastructure, Security, Content Deployment, Optimization Governance What? Why? Goals, Service Delivery Requirements Infrastructure, Information Architecture, Permissions, Navigation Branding, Search, Development & Customization Support, Training

54 Partner Resources SharePoint Deployment Planning Services (SDPS) is designed to help you sell and drive effective deployments of Office SharePoint Server 2007 with your customers msdn.microsoft.com/en-us/office/aa aspx The SharePoint Developer Center provides information about planning, coding, building, deploying, and migrating solutions for Microsoft Office SharePoint Server 2007 msdn.microsoft.com/en-us/sharepoint/ The Windows SharePoint Services Developer Center provides information on how to deliver scalable and manageable business solutions with Windows SharePoint Services 3.0 technet.microsoft.com/en-us/office/sharepointserver/ TechNet provides technical resources to help you deploy, configure, and manage Office SharePoint Server 2007

55 Thank you 2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.