Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
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1 September 2015 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
2 2015 Brocade Communications Systems, Inc. All Rights Reserved. ADX, Brocade, Brocade Assurance, the B-wing symbol, DCX, Fabric OS, HyperEdge, ICX, MLX, MyBrocade, OpenScript, The Effortless Network, VCS, VDX, Vplane, and Vyatta are registered trademarks, and Fabric Vision and vadx, vtm, vwaf, and SD are trademarks of Brocade Communications Systems, Inc., in the United States and/or in other countries. Other brands, products, or service names mentioned may be trademarks of others. Notice: This document is for informational purposes only and does not set forth any warranty, expressed or implied, concerning any equipment, equipment feature, or service offered or to be offered by Brocade. Brocade reserves the right to make changes to this document at any time, without notice, and assumes no responsibility for its use. This informational document describes features that may not be currently available. Contact a Brocade sales office for information on feature and product availability. Export of technical data contained in this document may require an export license from the United States government. The authors and Brocade Communications Systems, Inc. assume no liability or responsibility to any person or entity with respect to the accuracy of this document or any loss, cost, liability, or damages arising from the information contained herein or the computer programs that accompany it. The product described by this document may contain open source software covered by the GNU General Public License or other open source license agreements. To find out which open source software is included in Brocade products, view the licensing terms applicable to the open source software, and obtain a copy of the programming source code, please visit Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 2
3 Contents Preface... 6 About This Guide... 6 Audience... 6 Contacting Brocade... 6 Internet... 6 Technical Support... 6 Professional Services... 6 Chapter 1: Solution Overview... 7 Virtual Traffic Manager Overview... 7 Performance... 7 Reliability and scalability... 7 Advanced scripting and application intelligence... 7 Application acceleration... 8 Application-layer security... 8 What s new in Microsoft SharePoint What s new in authentication for SharePoint Capabilities and Features in SharePoint What s New in Microsoft SharePoint Server Discontinued Features and Modified Functionality in Microsoft SharePoint Chapter 2: Microsoft SharePoint 2013 Architecture... 9 Chapter 3: Deploying vtm for Microsoft SharePoint Requirements Virtual Traffic Manager with SharePoint 2013 without SSL offload Understanding the Deployment Process Create a Traffic IP Group for the SharePoint Farm Create a Pool that contains Web Front End Servers and SharePoint Services Create a Virtual Server that listens to SharePoint Farm Traffic IP Group Configuration Summary Virtual Traffic Manager with SharePoint 2013 with SSL offload Understanding the Deployment Process Create a Traffic IP Group for SharePoint Farm Page 3 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
4 Create a Pool that contains Web Front End Servers and SharePoint Services Create a Virtual Server that listens to the SharePoint Farm Traffic IP Group Configure SSL Decryption for SSL Offload Import the certificate Enable SSL Decryption on the Virtual Server Configuration Summary Configure SharePoint Apps Using a Separate Traffic IP Group Understanding the Deployment Process Create a Traffic IP Group for SharePoint 2013 Apps Create a Pool that contains SharePoint Apps Services Create a Virtual Server that listens to SharePoint 2013 Apps Traffic IP Group Configure Session Persistence for SharePoint Apps Services Pool Configure SharePoint Apps using an Existing Virtual Server Understanding the Deployment Process Create a Pool that Contains SharePoint Apps Services Configure Session Persistence for SharePoint Apps Services Pool TrafficScript Rule to Forward Requests to the Appropriate Pool Enable Traffic Script Variable in Traffic Manager Configure and associate a TrafficScript with the Virtual Server Office Web Apps Understanding the Deployment Process Create a Traffic IP Group for Office Web Apps Create a Pool that Contains Office Web Apps Servers Configure Session Persistence for Office Web Apps Pool Create a Virtual Server that listens to Office Web Apps Traffic IP Group Configure SSL decryption for SSL Offload Import the certificate Enable SSL Decryption on the Virtual Server Configuration Summary Additional Optional Functionality on Virtual Traffic Manager Service Level Monitoring Global Load Balancing Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 4
5 Web Browser Restriction for SharePoint Websites Bandwidth Management for Internet and Intranet Zones Configure Clustering for Virtual Traffic Manager Chapter 4: Common Troubleshooting Tips Uploading a Certificate to the Virtual Traffic Manager Chapter 5: Conclusion Appendix Configure Alternate Access Mapping for SSL Offload on SharePoint Configure binding in IIS Configure SharePoint Search Result for Alternate Access Mappings TrafficScript Code for SharePoint 2013 Apps using an Existing Virtual Server Page 5 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
6 Preface Welcome to the Brocade Virtual Traffic Manager (vtm) for load balancing and optimization of Microsoft SharePoint Server Read this preface for an overview of the information provided in this guide and for contact information. This preface includes the following sections: About This Guide Contacting Brocade About This Guide The Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide describes how to configure Traffic Manager, to load balance and optimize Microsoft SharePoint Server This solution guide is designed to be used together with the following documentation: Virtual Traffic Manager documentation Audience This guide is written for network administrators, Microsoft SharePoint administrators, and developer-operations (DevOps) professionals familiar with administering and managing both Application Delivery Controllers (ADCs) and Microsoft SharePoint. You should also be familiar with: Microsoft SharePoint 2013 Web Applications, SharePoint Apps, and Office Web Apps 2013 Installing and configuring a virtual appliance in either a virtual VMWare, Hyper-V, or dedicated Linux environment For more details on the Brocade vadc product family, see: Contacting Brocade This section describes how to contact departments within Brocade. Internet You can learn about Brocade products through the company Web site: Technical Support If you have problems installing, using, or replacing Brocade products, contact Brocade Support or your channel partner who provides support. To contact Brocade Support, see Professional Services Brocade Global Services has the expertise to help organizations build scalable, and efficient cloud infrastructures. Leveraging 15 years of expertise in storage, networking, and virtualization, Brocade Global Services delivers world- class professional services, technical support, and Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 6
7 education services, enabling organizations to maximize their Brocade investments, accelerate new technology deployments, and optimize the performance of networking infrastructures. Chapter 1: Solution Overview This chapter includes the following sections: Virtual Traffic Manager Overview What s new in Microsoft SharePoint 2013 Virtual Traffic Manager Overview Brocade Virtual Traffic Manager (vtm) is a software-based application delivery controller (ADC) designed to deliver faster and more reliable access to public web sites and private applications. vtm frees applications from the constraints of legacy, proprietary, hardware-based load balancers, which enables them to run on any physical, virtual, or cloud environment. With vadc products from Brocade, organizations can: Make applications more reliable with local and global load balancing Scale application servers by up to 3x by offload TCP and SSL connection overhead Accelerate applications by up to 4x by using web content optimization (WCO) Secure applications from the latest application attacks, including SQL injection, XSS, CSRF, and more Control applications effectively with built-in application intelligence and full-featured scripting engine Virtual Traffic Manager offers much more than basic load balancing. It controls and optimizes enduser services by inspecting, transforming, prioritizing, and routing application traffic. The powerful TrafficScript engine facilitates the implementation of traffic management policies that are unique to an application by allowing organizations to build custom functionality or to leverage existing features in Virtual Traffic Manager in a specialized way. With vtm, organizations can deliver: Performance Improve application performance for users by offload encryption and compression from the web server by dynamic caching and reducing the number of TCP sessions on the application. Reliability and scalability Increase application reliability by load balancing traffic across web and application servers, balancing load across multiple data centers (private or public clouds), monitoring the response time of servers in real-time to decide the fastest way to deliver a service, protecting against traffic surges, and by managing the bandwidth and rate of requests used by different classes of traffic. Advanced scripting and application intelligence Manage application delivery more easily with fine-grained control of users and services using TrafficScript, an easy-to-use scripting language that can parse any user transaction, and take Page 7 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
8 specific, real-time action based on user, application, request, or more. Development teams use TrafficScript to enable a point of control in distributed applications, while operations teams use it to quickly respond to changing business requirements or problems within an application before developers can fix it. Application acceleration Dramatically accelerate web-based applications and websites in real-time with optional web content optimization (WCO) functionality. It dynamically groups activities for fewer long distance round trips, resamples and sprites images to reduce bandwidth, and minifies JavaScript and combines style sheets to give the best possible response time for loading a web page on any browser or device. Application-layer security Enhance application security by filtering out errors in web requests, and protecting against external threats, with the option of a comprehensive Layer-7 firewall to defend against deliberate attacks. What s new in Microsoft SharePoint 2013 There are a lot of improvements and new features that have been introduced in SharePoint 2013,. Among these new features and capabilities is the new Authentication and Authorization architecture that enables application delivery controllers or load balancers to be configured without persistence or sticky sessions. This is done through claims and a Distributed Cache Service in SharePoint 2013 that distributes the authentication tokens among the Web Front-End Servers, improving memory utilization and avoiding re-authentication of users. SharePoint 2013 uses the following Claims-based authentication methods: Windows Claims Security Assertion Markup Language (SAML)-based Claims Form-based Authentication Claims For more technical information on how SharePoint 2013 utilizes Distributed Cache Service and claims to avoid session affinity configuration on load balancers, refer to: What s new in authentication for SharePoint In addition, the links below provide a complete list of the new features and capabilities of SharePoint 2013; these are helpful for understanding the new features and the deployment of SharePoint 2013 farms. Capabilities and Features in SharePoint Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 8
9 What s New in Microsoft SharePoint Server HA aspx Discontinued Features and Modified Functionality in Microsoft SharePoint Chapter 2: Microsoft SharePoint 2013 Architecture A typical SharePoint 2013 deployment consists of the Web tier, the Application tier and the Database tier. SharePoint 2013 uses an internal load balancing algorithm to share the load among the servers in the Application tier to improve performance and capacity through the Database tier. Servers in the Web tier act as the Web Front End Servers handling client requests; accessibility to SharePoint farms can be scaled by adding additional Web Front End Servers. Virtual Traffic Manager helps load balance the Web Front End Servers. Figure 2-1 Topology with SharePoint 2013 and Virtual Traffic Manager Page 9 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
10 Chapter 3: Deploying vtm for Microsoft SharePoint 2013 This chapter describes the process and procedures for deploying Virtual Traffic Manager for load balancing applications deployed in a WebLogic environment. It includes the following sections: Requirements Virtual Traffic Manager with SharePoint 2013 without SSL offload Virtual Traffic Manager with SharePoint 2013 with SSL offload Configure SharePoint Apps Using a Separate Traffic IP Group Configure SharePoint Apps using an Existing Virtual Server Office Web Apps 2013 Additional Optional Functionality on Virtual Traffic Manager Requirements Brocade Virtual Traffic Manager (10.1 or later) Microsoft SharePoint 2013 Note: This deployment guide was certified while the product was with Riverbed and for 9.x or earlier versions of the Traffic Manager. Virtual Traffic Manager with SharePoint 2013 without SSL offload This section provides step by step instructions on configuring Virtual Traffic Manager for simple load balancing of SharePoint 2013 Web Front End Servers without SSL offload. Repeat these steps for other SharePoint Apps, such as MySites. Note: Session Persistence is not required. SharePoint 2013 utilizes a Distributed Cache Service to cache authentication tokens on each Web Front End Server. Understanding the Deployment Process The following table displays the process for load balancing SharePoint 2013 with the Virtual Traffic Manager: Component Procedure Description Virtual Traffic Manager Create a Traffic IP Group for the SharePoint Farm Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. For details, see Create a Traffic IP Group for the SharePoint Farm Create a Pool that contains Web Front End Servers and SharePoint Services A Pool has to be created for the SharePoint farm managed by the Traffic Manager. For details, see Create a Pool that contains Web Front End Servers and SharePoint Services Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 10
11 Component Procedure Description Create a Virtual Server that listens to the SharePoint Farm Traffic IP Group Create a Virtual Server that will handle all the View Client Traffic. For details, see Create a Virtual Server that listens to SharePoint Farm Traffic IP Group Create a Traffic IP Group for the SharePoint Farm Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. To create a new Traffic IP Group: 1. Navigate to Services->Traffic IP Groups and scroll down to Create a new Traffic IP Group. 2. Fill in the fields as follows: Name: A descriptive name for the SharePoint farm site (e.g. sp.mycompany.com) IP Addresses: An IP Address that is mapped to FQDN of SharePoint farm site 3. Click Create Traffic Group. Create a Pool that contains Web Front End Servers and SharePoint Services A Pool has to be created for the SharePoint farm managed by the Traffic Manager. To create a new Pool: 1. Navigate to Services->Pools and scroll down to Create a new Pool. 2. Fill in the fields as follows: Pool Name: A descriptive name for the pool. (e.g. SP Project Site Pool) Nodes: hostname:443 or ipaddress:443 (Note: use port 80 if HTTP is used) Monitor: Full HTTPS (Note: use Full HTTP if HTTP is used) 3. In the next screen, click on Load Balancing. 4. Under Algorithm, select Least Connections. 5. Click on the Update button to apply changes. Create a Virtual Server that listens to SharePoint Farm Traffic IP Group Create a Virtual Server that will handle all the View Client Traffic. To create a new Virtual Server: 1. Navigate to Services->Virtual Servers and scroll down to Create a new Virtual Server. 2. Enter the following: Virtual Server Name: A descriptive name for the Virtual Server (e.g. sp.mycompany.com) Protocol: SSL HTTPS (Note: use HTTP is HTTP is used) Port: 443 (Note: use 80 if HTTP is used) Default Traffic Pool: Select any pool created in the previous section Page 11 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
12 3. Click on Create Virtual Server. 4. In the next screen, under Listening on, select Traffic IP Groups and check the appropriate Traffic IP Group that was created earlier. 5. Set Enabled to Yes. 6. Click on the Update button to apply changes. Configuration Summary By accessing the Services -> Config Summary on the WebGUI, a complete snapshot of all the configured services is provided. This is a very useful table to glance through to get a good understanding of how the services are configured. Figure 2-1 Configuration Summary for Virtual Traffic Manager without SSL Offload Virtual Traffic Manager with SharePoint 2013 with SSL offload This section provides step by step instructions for configuring Virtual Traffic Manager for SharePoint 2013 to support SSL offload. To configure a SharePoint 2013 farm to support SSL offload, use the instructions in the Appendix sections. Repeat these steps for other SharePoint Apps, such as MySites. Note: Session Persistence is not required. SharePoint 2013 utilizes a Distributed Cache Service to cache authentication tokens on each Web Front End Server. Understanding the Deployment Process The following table displays the process for load balancing SharePoint 2013 with the Virtual Traffic Manager: Component Procedure Description Virtual Traffic Manager Create a Traffic IP Group for the SharePoint Farm Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. For details, see Create a Traffic IP Group for SharePoint Farm Create a Pool that contains Web Front End Servers and SharePoint Services A Pool has to be created for the SharePoint farm managed by the Traffic Manager. For details, see Create a Pool that contains Web Front End Servers and SharePoint Services Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 12
13 Component Procedure Description Create a Virtual Server that listens to the SharePoint Farm Traffic IP Group Create a Virtual Server that will handle all the View Client Traffic. For details, see Create a Virtual Server that listens to the SharePoint Farm Traffic IP Group Configure SSL Decryption for SSL Offload The Virtual Server created in the previous step must be configured to decrypt SSL traffic. For details, see Configure SSL Decryption for SSL Offload Create a Traffic IP Group for SharePoint Farm Create a Traffic IP Group (also known as a Virtual IP), which the virtual server will be listening on. To create a new Traffic IP Group: 1. Navigate to Services->Traffic IP Groups and scroll down to Create a new Traffic IP Group. 2. Fill in the fields as follows: Name: A descriptive name for the SharePoint farm site (e.g. sp.mycompany.com) IP Addresses: An IP Address that is mapped to FQDN of SharePoint farm site 3. Click Create Traffic Group. Create a Pool that contains Web Front End Servers and SharePoint Services A pool has to be created for the SharePoint farm managed by the Traffic Manager. To create a new pool: 1. Navigate to Services->Pools and scroll down to Create a new Pool. 2. Fill in the fields as follows: Pool Name: A descriptive name for the pool. (e.g., SP Project Site Pool) Nodes: hostname:80 or ipaddress:80 Monitor: Full HTTP 3. In the next screen, click on Load Balancing. 4. Under Algorithm, select Least Connections. 5. Click on the Update button to apply changes. Create a Virtual Server that listens to the SharePoint Farm Traffic IP Group Create a Virtual Server that will handle all the View Client Traffic. To create a new Virtual Server: 1. Navigate to Services->Virtual Servers and scroll down to Create a new Virtual Server. 2. Enter the following: Virtual Server Name: A descriptive name for the Virtual Server (e.g., sp.mycompany.com) Protocol: HTTP Page 13 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
14 Port: 443 (Note: 443 port is used for SSL offload) Default Traffic Pool: Select any pool created in the previous section 3. Click on Create Virtual Server. 4. In the next screen, under Listening on, select Traffic IP Groups and check the appropriate Traffic IP Group that was created earlier. 5. Set Enabled to Yes. 6. Click on the Update button to apply changes. Configure SSL Decryption for SSL Offload The Virtual Server created in the previous step must be configured to decrypt SSL traffic. To configure SSL decryption: Import the certificate In order to perform SSL decryption, the certificate and the private key used for the Virtual Server created in the previous step must be imported into the Traffic Manager. 1. Navigate to the Catalogs->SSL->SSL Certificates catalog. 2. Click on Import Certificate to import the appropriate certificate. Enable SSL Decryption on the Virtual Server After importing the certificate, enable SSL decryption on the Virtual Server created: 1. Navigate to Services->Virtual Servers and select the virtual server created for SharePoint farm website that will be performing SSL decryption. 2. Scroll down and click on SSL Decryption. 3. Set ssl_decrypt to Yes. 4. Select the certificate imported in the previous step. 5. Scroll down to the bottom of the page and click Update. Configuration Summary By accessing the Services->Config Summary on the WebGUI, a complete snapshot of all the configured services is provided. This is a very useful table to glance through to get a good understanding of how the services are configured. Figure 3-1 Configuration Summary for Virtual Traffic Manager with SSL Offload Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 14
15 Configure SharePoint Apps Using a Separate Traffic IP Group This section provides step by step instructions on configuring Virtual Traffic Manager for SharePoint 2013 Apps using a separate Traffic IP group. Use this approach if a different domain is used for SharePoint 2013 Apps; traffic can then be load balanced for SharePoint Apps using another Traffic IP Group. Understanding the Deployment Process The following table displays the process for load balancing SharePoint 2013 with the Virtual Traffic Manager: Component Procedure Description Virtual Traffic Manager Create a Traffic IP Group for the SharePoint 2013 Apps Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. For details, see Create a Pool that contains SharePoint Apps Services A Pool has to be created for SharePoint 2013 App Services managed by the Virtual Traffic Manager. For details, see Create a Pool that contains SharePoint Apps Services Create a Virtual Server that listens to SharePoint 2013 Apps Traffic IP Group Create a Virtual Server that will handle all the SharePoint 2013 Apps traffic. For details, see Create a Virtual Server that listens to SharePoint 2013 Apps Traffic IP Group Configure Session Persistence for SharePoint Apps Services Pool Transparent Session Affinity persistence is required for the SharePoint Apps Services Pool. For details, see Configure Session Persistence for SharePoint Apps Services Pool Create a Traffic IP Group for SharePoint 2013 Apps Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. To create a new Traffic IP Group: 1. Navigate to Services->Traffic IP Groups and scroll down to Create a new Traffic IP Group. 2. Fill in the fields as follows: Name: A descriptive name for the SharePoint Apps (e.g.mycompanyapps.com) IP Addresses: An IP Address that is mapped to FQDN of SharePoint farm site 3. Click Create Traffic Group. Page 15 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
16 Create a Pool that contains SharePoint Apps Services A Pool has to be created for SharePoint 2013 App Services managed by the Virtual Traffic Manager. To create a new Pool: 1. Navigate to Services->Pools and scroll down to Create a new Pool. 2. Fill in the fields as follows: Pool Name: A descriptive name for the pool. (e.g. SharePoint 2013 Apps) Nodes: hostname:443 or ipaddress:443 Monitor: Full HTTPS 3. In the next screen, click on Load Balancing. 4. Under Algorithm, select Least Connections. 5. Click on the Update button to apply changes. Create a Virtual Server that listens to SharePoint 2013 Apps Traffic IP Group Create a Virtual Server that will handle all the SharePoint 2013 Apps traffic. To create a new Virtual Server: 1. Navigate to Services->Virtual Servers and scroll down to Create a new Virtual Server. 2. Enter the following: Virtual Server Name: A descriptive name for the Virtual Server (e.g. mycompanyapps.com) Protocol: SSL HTTPS Port: 443 Default Traffic Pool: Select any pool created in the previous section 3. Click on Create Virtual Server. 4. In the next screen, under Listening on, select Traffic IP Groups and check the appropriate Traffic IP Group that was created earlier. 5. Set Enabled to Yes. 6. Click on the Update button to apply changes. Configure Session Persistence for SharePoint Apps Services Pool Transparent Session Affinity persistence is required for the SharePoint Apps Services Pool. To configure Session Persistence: 1. Navigate to Services->Pools and select the appropriate Pool that was created earlier. 2. Navigate to Session Persistence and click Edit. 3. Select Transparent session affinity and click Update to apply changes. Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 16
17 Configure SharePoint Apps using an Existing Virtual Server This section provides step by step instructions on configuring Virtual Traffic Manager for SharePoint 2013 Apps using an existing Virtual Server. Use this approach if SharePoint Apps uses a single Virtual Server that is configured for the SharePoint farm. It is assumed that the Virtual Traffic Manager is already configured for the SharePoint farm that is using SSL Offload on Traffic Manager. Understanding the Deployment Process The following table displays the process for load balancing SharePoint 2013 with the Virtual Traffic Manager: Component Procedure Description Virtual Traffic Manager Create a Pool that contains SharePoint Apps Services A Pool has to be created for SharePoint 2013 App Services managed by the Virtual Traffic Manager. For details, see Create a Pool that Contains SharePoint Apps Services Configure Session Persistence for SharePoint Apps Services Pool Transparent Session Affinity persistence is required for the SharePoint Apps Services Pool. For details, see Configure Session Persistence for SharePoint Apps Services Pool Create a TrafficScript rule to forward requests to the pool created in step 2. In order to share the existing Virtual Server a TrafficScript rule is needed. The TrafficScript rule looks at the host header to differentiate traffic that belongs to the SharePoint Apps. For details, see TrafficScript Rule to Forward Requests to the Appropriate Pool Create a Pool that Contains SharePoint Apps Services A Pool has to be created for the SharePoint farm managed by the Traffic Manager. To create a new Pool: 1. Navigate to Services->Pools and scroll down to Create a new Pool. 2. Fill in the fields as follows: Pool Name: A descriptive name for the pool. (e.g. SharePoint 2013 Apps) Nodes: hostname:443 or ipaddress:443 Monitor: Full HTTPS 3. In the next screen, click on Load Balancing. 4. Under Algorithm, select Least Connections. 5. Click on the Update button to apply changes. 6. Return to the Pool created, and select SSL Settings. 7. Set ssl_encrypt to Yes. 8. Click on the Update button to apply changes. Page 17 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
18 Configure Session Persistence for SharePoint Apps Services Pool Transparent Session Affinity persistence is required for the SharePoint Apps Services Pool. To configure Session Persistence: 1. Navigate to Catalogs -> Persistence. 2. Provide a descriptive name for the persistence class. 3. Click Create Class. 4. Select Transparent session affinity in the Basic Settings. 5. Click Update to apply changes. 6. Navigate to Services->Pools and select the appropriate Pool that was created earlier. 7. Navigate to Session Persistence and click Edit. 8. Select the Session Persistence Class created, and click Update to apply changes. TrafficScript Rule to Forward Requests to the Appropriate Pool In order to share the existing Virtual Server a TrafficScript rule is needed. The TrafficScript rule looks at the host header to differentiate traffic that belongs to the SharePoint Apps. The actual TrafficScript code can be found in the Appendix. Enable Traffic Script Variable in Traffic Manager First ensure variable_pool_use is enabled. This allows a variable to be use when calling pool.select(), which is called in the TrafficScript rule. 1. Navigate to System->Global Settings->Other Settings. 2. Set trafficscript!variable_pool_use to Yes. 3. Scroll down to the bottom of the page and click the Apply button. Configure and associate a TrafficScript with the Virtual Server Now associate the rule with the appropriate Virtual Server. 1. Navigate to Catalogs->Rules. 2. Create new rule: Name: A descriptive name for the Rule (e.g. SharePoint Apps Rule) User Traffic Script Language 3. Click on Create Rule. 4. Use the TrafficScript in Appendix for the syntax. 5. Click on the Update button. 6. Navigate to Services->Virtual Servers and select the virtual server created for SharePoint Apps that will be performing the TrafficScript created. Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 18
19 7. Scroll down and click on Rules. 8. Assign the TrafficScript to the Request Rules by clicking Add Rule. Office Web Apps 2013 This section provides step by step instructions on configuring Traffic Manager for Office Web Apps Microsoft Office Web Apps 2013 is a web-based version of the Microsoft Office suite that can integrate with Exchange, Lync, and SharePoint. In a typical SharePoint deployment, office web apps servers are also deployed and integrated with SharePoint Use this guide to configure Virtual Traffic Manager to load balance Office Web Apps Microsoft Office Web Apps 2013 can be configured to allow SSL offload. For more information, refer to the TechNet article at Understanding the Deployment Process The following table displays the process for load balancing SharePoint 2013 with the Virtual Traffic Manager: Component Procedure Description Virtual Traffic Manager Create a Traffic IP Group for Office Web Apps 2013 Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. For details, see Create a Traffic IP Group for Office Web Apps 2013 Create a Pool that contains Office Web Apps Servers A Pool has to be created for the Office Web Apps service managed by the Traffic Manager. For details, see Create a Pool that Contains Office Web Apps Servers Configure Session Persistence for Office Web Apps Pool Transparent Session Affinity persistence is required for the Office Web Apps Pool. For details, see Configure Session Persistence for Office Web Apps Pool Create a Virtual Server that listens to the Office Web Apps Traffic IP Group Create a Virtual Server that will handle all the Office Web Apps Traffic. For details, see Create a Virtual Server that listens to Office Web Apps Traffic IP Group (Optional) Configure SSL Decryption for SSL Offload Perform this section if only SSL offload is configured for Office Web Apps servers. For details, see Configure SSL decryption for SSL Offload Page 19 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
20 Create a Traffic IP Group for Office Web Apps 2013 Create a Traffic IP Group (also known as a Virtual IP), which the Virtual server will be listening on. To create a new Traffic IP Group: 1. Navigate to Services->Traffic IP Groups and scroll down to Create a new Traffic IP Group. 2. Fill in the fields as follows: Name: A descriptive name for the SharePoint farm site (e.g. officeweb.mycompany.com) IP Addresses: An IP Address that is mapped to FQDN of SharePoint farm site 3. Click Create Traffic Group. Create a Pool that Contains Office Web Apps Servers A Pool has to be created for the Office Web Apps service managed by the Traffic Manager. To create a new Pool: 1. Navigate to Services->Pools and scroll down to Create a new Pool. 2. Fill in the fields as follows: Pool Name: A descriptive name for the pool. (e.g. Office Web Apps) Nodes: hostname:80 or ipaddress:80 (Note: use port 443 if SSL offload is not configured on Office Web Apps servers) Monitor: Full HTTP (Note: use Full HTTPS if SSL-offload is not configured on Office Web Apps servers) 3. In the next screen, click on Load Balancing. 4. Under Algorithm, select Least Connections. 5. Click on the Update button to apply changes. Configure Session Persistence for Office Web Apps Pool Transparent Session Affinity persistence is required for the Office Web Apps Pool. To configure Session Persistence: 1. Navigate to Catalogs -> Persistence. 2. Provide a descriptive name for the persistence class. 3. Click Create Class. 4. Select Transparent session affinity in the Basic Settings. 5. Click Update to apply changes. 6. Navigate to Services->Pools and select the appropriate Pool that was created earlier. 7. Navigate to Session Persistence and click Edit. 8. Select Session Persistence Class created, and click Update to apply changes. Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 20
21 Create a Virtual Server that listens to Office Web Apps Traffic IP Group Create a Virtual Server that will handle all the Office Web Apps Traffic. To create a new Virtual Server: 1. Navigate to Services->Virtual Servers and scroll down to Create a new Virtual Server. 2. Enter the following: Virtual Server Name: A descriptive name for the Virtual Server (e.g. sp.mycompany.com) Protocol: HTTP (Note: use SSL HTTPS if SSL-offload is not configured on Office Web Apps servers) Port: 443 Default Traffic Pool: Select any pool created in the previous section 3. Click on Create Virtual Server. 4. In the next screen, under Listening on, select Traffic IP Groups, and check the appropriate Traffic IP Group that was created earlier. 5. Set Enabled to Yes. 6. Click on the Update button to apply changes. Configure SSL decryption for SSL Offload Perform this section if only SSL offload is configured for Office Web Apps servers. Import the certificate In order to perform SSL decryption, the certificate and the private key used for the Virtual Server created in the previous step must be imported into the Traffic Manager. 1. Navigate to the Catalogs->SSL->SSL Certificates catalog. 2. Click on Import Certificate to import the appropriate certificate. Enable SSL Decryption on the Virtual Server After importing the certificate, enable SSL decryption on the Virtual Server created: 1. Navigate to Services->Virtual Servers and select the virtual server created for SharePoint farm website that will be performing SSL decryption. 2. Scroll down and click on SSL Decryption. 3. Set ssl_decrypt to Yes. 4. Select the certificate imported in the previous step. 5. Scroll down to the bottom of the page and click Update. Page 21 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
22 Configuration Summary By accessing the Services->Config Summary on the WebGUI, a complete snapshot of all the configured services is provided. This is a very useful table to glance through to get a good understanding of how the services are configured. Figure 5-1 Configuration Summary for Virtual Traffic Manager with Office Web Apps Additional Optional Functionality on Virtual Traffic Manager Virtual Traffic Manager has additional capabilities beyond a legacy load balancer to improve the performance and manageability of your Microsoft SharePoint 2013 environment. Here are some common capabilities and best practices for deploying Virtual Traffic Manager to enhance your Microsoft SharePoint 2013 deployment. Service Level Monitoring This feature monitors the responses of your SharePoint servers and can send alerts should these fall below an expected threshold of performance. In addition to sending alerts, a TrafficScript rule can be written and configured to remove the service or server from the pool until the performance issue has been remediated, to reprioritize traffic, and even to reallocate bandwidth. Essentially, by using a TrafficScript Rule for Service Level Monitoring, services can be controlled and managed. Global Load Balancing This enables clients to be distributed across multiple locations, either for Disaster Recovery or based on their geographic proximity to a datacenter. As a common issue when failing over to a DR location, services will become unavailable until DNS Time-to-Live (TTL) expires, so that clients can resolve the IP address of the DR location. Configuring Virtual Traffic Manager for Global Load Balancing using Active/Passive mode improves and utilizes failover Recovery Time Objective (RTO) since it is no longer constrained by DNS TTL. Web Browser Restriction for SharePoint Websites Virtual Traffic Manager can be used to filter or redirect unsupported web browsers, such as Internet Explorer 6.0 from accessing the SharePoint farm. By doing so, users with unsupported browsers can be notified or prevented from access. Web browser restriction can be done via TrafficScript for a SharePoint virtual server. Create a TrafficScript rule from Catalog->Rules and link it to its appropriate virtual server. The sample TrafficScript below redirects Internet Explorer 6.0 to another website. Alternatively, a bad request response can be used by uncommenting the code below and removing the redirection code line. Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 22
23 #// TS Rule for redirecting HTTP requests based on client browser $debug = 0; // Change value to 1 if debug needed $browser = http.getheader("user-agent"); if(string.contains ($browser, "MSIE 6.0")) { http.redirect(" if ($debug > 0) { log.info("redirected to another site");} #or uncomment the lines below and delete the lines above #http.sendresponse( "400 Bad Request", "text/plain","bad Request", ""); #if ($debug > 0) { log.info("bad Request");} } Bandwidth Management for Internet and Intranet Zones Using the Bandwidth Management feature of Virtual Traffic Manager, Internet bandwidth traffic can be limited or lowered to throttle Intranet bandwidth requirement or to prioritize Intranet traffic. This can be useful for websites that are externally exposed and for search engines, which are consuming Internet bandwidth for searches. Bandwidth classes are assigned per Pool in Virtual Traffic Manager. To limit a bandwidth for the Internet zone, assign a bandwidth class to its virtual server using the steps below: 1. Navigate to Catalogs -> Bandwidth. 2. Provide a descriptive name for the bandwidth class. 3. Determine the bandwidth and scope of the bandwidth. 4. Click Update to apply changes. 5. Navigate to Services -> Virtual Servers and select the Virtual Server for the Internet Zone. 6. Select Classes and under Bandwidth Management select the Bandwidth Class created earlier. 7. Click Update to apply changes. Use a TrafficScript to limit the bandwidth dynamically for the Internet zone. For example, limit the bandwidth for downloading files above 10Mb, and then assign the TrafficScript to the Virtual Server created for the Internet Zone URL. Use the TrafficScript below to limit the download bandwidth speed for binary files. Bandwidth can also be limited for different Content-Types, such as audio and video. #// TS Rule for bandwidth control $debug = 0; // Change value to 1 if debug needed $mime = http.getresponseheader("content-type"); if(string.contains ($mime, "application/octet-stream")) Page 23 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
24 { } $length = http.getresponseheader("content-length"); #More than 10Mb binary file size, like Word document if($length > ) { connection.setbandwidthclass( "file" ); if ($debug > 0) { log.info("bandwidth limit set");} } Configure Clustering for Virtual Traffic Manager To provide high availability and fault tolerance for Virtual Traffic Manager, they can be joined into a cluster and configured to load balance or act as an active-passive mode for fault tolerance. Use the following steps to join a Virtual Traffic Manager to an existing cluster: 1. Navigate to System->Traffic Managers. 2. Scroll down to Add or Remove Traffic Managers and click on Join a Cluster. 3. Click Next on Getting Started. 4. Select the cluster to join and click Next. 5. Check the certificate used for the cluster, provide the Username and Password for the cluster, and click Next to continue. 6. Select Yes, allow it to host Traffic IPs immediately, and click Next. 7. In the Summary page, click Finish to join the vtm to the cluster. Chapter 4: Common Troubleshooting Tips This chapter describes tips for troubleshooting common deployment issues. Uploading a Certificate to the Virtual Traffic Manager The Virtual Traffic Manager requires PEM certificate file format to be uploaded into the system. There are available tools that can convert CER (without key) and PFX (with key) formats to PEM format, such as OpenSSL. To upload a certificate used by an Exchange server, export the certificate once with private key and once without private key. Use the following commands to convert the certificate to PEM format. Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 24
25 Convert a DER file (.crt.cer.der) to PEM openssl x509 -inform der -in <certificate filename>.cer -out certificate.pem Convert a PKCS#12 file (.pfx.p12) containing a private key and certificates to PEM openssl pkcs12 -in <certificate key filename>.pfx -out certificatekey.pem -nodes Chapter 5: Conclusion This document briefly discusses how to configure Traffic Manager to optimize Microsoft SharePoint 2013 deployments. Traffic Manager is able to make intelligent load balancing decisions and improve the performance, security, reliability and integrity of the traffic in this environment. Please refer to the product documentation on the Brocade Community Forums ( for examples of how Brocade Virtual Traffic Manager can be deployed to meet a range of service hosting problems. Appendix Configure Alternate Access Mapping for SSL Offload on SharePoint 2013 To enable SSL offload on Virtual Traffic Manager for SharePoint 2013, an Alternate Access Mapping should be configured for the SharePoint farm to allow HTTP access to the farm. To configure Alternate Access Mappings: 1. Login to the Central Administration website. 2. Navigate to Application Management and select Configure alternate access mappings. 3. Select Add Internal URLs. 4. Enter the HTTP URL of the SharePoint website in the URL protocol, host and port fields (e.g., Website: Alternate Access: Configure binding in IIS 1. Perform the following steps on each Web Front End Server in the farm. 2. Login to a SharePoint Web Front End Server. 3. Open Internet Information Services (IIS) Manager. 4. On the left pane, under Sites, select the SharePoint Farm website. 5. Select Bindings on the right pane. 6. Click Add in Site Bindings, and enter the following details: Type: http IP Address: Select the IP assigned to this SharePoint Website farm Page 25 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
26 Port: 80 Host name: SharePoint Website farm URL 7. Click OK and then Close. Configure SharePoint Search Result for Alternate Access Mappings Perform the following tasks if search through alternate access mapping does not show HTTPS results. Note: performing full index crawling may take significant amount of time depending on the SharePoint data size. 1. Login to SharePoint Central Administration website. 2. Navigate to System Settings->Manage Services on Server. 3. Select SharePoint Server Search, and then select Search Service Application. 4. On the left pane under Crawling, select Content Sources. 5. Select the Content Source that is hosting the HTTPS SharePoint farm URL. 6. Ensure that the Alternate Access Mappings URL is included in Start Addresses or add the URL. 7. Click OK to save. 8. Navigate to Index Reset. 9. Click on Reset Now. 10. Navigate to Content Sources, and ensure that Content Source Crawling is starting. TrafficScript Code for SharePoint 2013 Apps using an Existing Virtual Server The TrafficScript below is used to direct incoming SharePoint App traffic to its corresponding Pool. #// TS Rule for redirecting Sharepoint traffic to relevant pools # SharePoint Apps TrafficIP $debug = 0; // Change value to 1 if debug needed $apps_pool = SharePoint Apps TrafficIP ; $farm_pool = SP Project Site Pool ; $path = http.getpath(); $pool = ""; $header = http.gethostheader(); if(string.contains( $ header, "apps.mycompany.com" )) { $pool = $apps_pool; if ($debug > 0) { log.info("sharepoint Apps Pool Selected");} } else { Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide Page 26
27 $pool = $farm_pool; if ($debug > 0) { log.info("sp Project Site Pool Selected");} } pool.select ( $pool ); Page 27 Brocade Virtual Traffic Manager and Microsoft SharePoint 2013 Deployment Guide
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