SharePoint 2010 Intranet Case Study. Presented by Peter Carson President, Envision IT

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1 SharePoint 2010 Intranet Case Study Presented by Peter Carson President, Envision IT

2 Peter Carson President, Envision IT Virtual Technical Specialist, Microsoft Canada Computer Engineering, UW Linked in, Facebook, Twitter

3 Agenda Envision IT Overview Microsoft SharePoint Envision IT Intranet

4 Envision IT Overview 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 officially renamed Envision IT Inc. June 25th, Envision IT joined the Microsoft Partner Program in 1997 and was one of the first Microsoft Gold Certified partners in Canada.

5 Our Focus 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

6

7 Community Leadership

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

9 Microsoft SharePoint 2010 Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline 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

10 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

11 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

12 Logical Design

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

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

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

16 Physical Architecture

17 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

18 SharePoint Accounts Account Setup User Account Farm Account Services Account Details Used to run setup and the product config wizard Central Admin App Pool Microsoft SharePoint Foundation Workflow Timer Service Central Admin App Pool Secure App Pool MySite App Pool Search Service Account User Profile Sync Services Account Portal Super User Read only content access account Account used to connect to the domain to retrieve AD information. Needs replicate directory changes permission to each import domain Portal Super Reader Secure Store Account(s) used to access back end systems and data stores

19 Installation Installed using AutoSPInstaller 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

20 General Configuration Farm Configuration Wizard Create and assign domain certificates Create the top-level site collection Configure outgoing 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

21 File Handling Set permissive file handling on the web apps Set the PDF file icon to show 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

22 Profile Import Manage User Profile Service Configure synchronization connections provisioning-user-profile-synchronization.aspx Provision the directory sync account Replicate directory changes permission to each import domain NC Start a full profile synchronization Setup a content source for sps3:// for the people search Do a full search crawl

23 Business Connectivity Services Manage the Secure Store Service 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

24 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

25 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

26 Questions?

27 Peter Carson President, Envision IT Virtual Technical Specialist, Microsoft Canada Computer Engineering, UW Linked in, Facebook, Twitter

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