Architecture and Governance with SharePoint for Internet Sites Ashish Bahuguna ashish.bauguna@bitscape.com Kartik Shah kartik.shah@bitscape.com
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
WEB CONTENT MANAGEMENT
Web Content Management SharePoint Web Presence Features
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
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
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
INFORMATION ARCHITECTURE
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
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
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
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
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
ARCHITECTING CONTENT MANAGEMENT
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
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
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
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
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
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
SERVER INFRASTRUCTURE & CONTENT DEPLOYMENT
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
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
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
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
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
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
Content Deployment: Site Variations Automate migration of content for multiple languages/devices Content Deployment Workflow
SECURITY
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
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
Authentication: Anonymous Access Internet-facing sites almost always provide anonymous access It is essential to make content easy to find and consume
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
OPTIMIZING PERFORMANCE
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
IIS Compression Effective bandwidth usage with IIS HTTP compression How IIS Compression Improves Performance When to Use IIS Compression Setting Compression Options Compression Levels
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
EXTENDING WEB CONTENT MANAGEMENT
Customizing Content Presentation Unique requirements warrant customizing content presentation Custom Field Controls Customizing Navigation Custom Navigation Control Customizing Site Variation Redirection Logic
Customizing Content Editing Customizing Page Editing Toolbar Customizing HTML Editor Field Control
GOVERNANCE
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.
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.
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.
Governance: Initial Tasks Establish SharePoint Service Team Service Delivery Requirements Technical Requirements Business Requirements
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
Information Architecture Site Creation Site Design Master Page Site Design & Layout Site Columns & Content Types Site Management Permissions Navigation
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
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
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
Support Development of Internal Support Skills Service Level Agreements (SLAs) Support Availability Scheduled Downtimes
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
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
Partner Resources www.partnersdps.com 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/aa905503.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
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