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O F F I C I A L M I C R O S O F T L E A R N I N G P R O D U C T
20332B
Advanced Solutions of Microsoft®
SharePoint® Server 2013
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ii Advanced Solutions of Microsoft SharePoint Server 2013
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Product Number: 20332B
Part Number (if applicable): X18-76964 Released: 06/2013
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MICROSOFT LICENSE TERMS
MICROSOFT INSTRUCTOR-LED COURSEWARE
These license terms are an agreement between Microsoft Corporation (or based on where you live, one of its affiliates) and you. Please read them. They apply to your use of the content accompanying this agreement which includes the media on which you received it, if any. These license terms also apply to Trainer Content and any updates and supplements for the Licensed Content unless other terms accompany those items. If so, those terms apply.
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Elle s’applique également, même si Microsoft connaissait ou devrait connaître l’éventualité d’un tel dommage. Si votre pays n’autorise pas l’exclusion ou la limitation de responsabilité pour les dommages indirects, accessoires ou de quelque nature que ce soit, il se peut que la limitation ou l’exclusion ci-dessus ne s’appliquera pas à votre égard.
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Advanced Solutions of Microsoft SharePoint Server 2013 xi
Acknowledgments
Microsoft Learning wants to acknowledge and thank the following for their contribution toward
developing this title. Their effort at various stages in the development has ensured that you have a good classroom experience.
Jason Lee – Content Developer
Jason Lee is a principal technologist with Content Master where he has been working with Microsoft products and technologies for several years, specializing in SharePoint architecture and development. Jason holds a PhD in computing and is currently MCPD and MCTS certified. You can read Jason's technical blog at www.jrjlee.com.
James Hamilton-Adams – Content Developer
James has been a trainer and consultant on Microsoft Technologies for over 10 years, and is an associate technologist with CM Group. James specializes in SharePoint Server and Exchange Server, for which he holds MCITP and MCSE certifications, in addition to working with other platforms, such as Project Server and Lync. James has been working with SharePoint since the first release in 2001, and regularly works with organizations to integrate SharePoint with their business processes.
John Devaney – Content Developer
John Devaney is a principal technologist with Content Master and has worked with SharePoint products and technologies since SharePoint Portal Server 2003. He worked on both Microsoft Office SharePoint Server 2007 and SharePoint Server 2010 MOC curriculum for IT Pros. He is a SharePoint Server 2010 MCITP and has worked as an MCT.
Mike Sumsion – Content Developer
Mike Sumsion is a senior technologist with Content Master, where he has worked with a range of Microsoft technologies. Mike has worked with SharePoint products since Microsoft Office SharePoint Server 2007, and has produced a variety of courseware, hands-on-labs, and other documentation. Michael has an honors degree in Computer Science, and is currently MCTS certified. You can read Mike's blog at www.mikesumsion.com.
Stephen Ryan – Content Developer
Steve Ryan is a senior technologist in the Content Master IT Pro team with over 12 years’ experience in training and technical authoring. He specializes in Windows Server operating systems and SharePoint, for which he has MCITP, MCSE, and MCTS certifications.
Scott Jamison – Technical Reviewer
Scott Jamison is Chief Architect and CEO at Jornata and SharePoint subject matter expert. Scott is a recognized thought leader and published author with several books, hundreds of magazine articles, and regular speaking engagements at events around the globe. Scott was one of the first professionals to hold the Microsoft Certified Master for SharePoint certification and is currently both a SharePoint MVP and Microsoft Certified Architect for SharePoint. You can follow Scott on Twitter via @sjam and at
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xii Advanced Solutions of Microsoft SharePoint Server 2013
Contents
Module 1: Understanding the SharePoint 2013 Architecture
Lesson 1: Core Components of the SharePoint 2013 Architecture page 2
Lesson 2: New Features in SharePoint Server 2013 page 10
Lesson 3: SharePoint Server 2013 and SharePoint Online Editions page 17
Lab: Reviewing Core SharePoint Concepts page 21
Module 2: Designing Business Continuity Management Strategies.
Lesson 1: Designing Database Topologies for High Availability andDisaster Recovery page 2
Lesson 2: Designing SharePoint Infrastructure for High Availability page 12
Lesson 3: Planning for Disaster Recovery page 17
Lab: Planning and Performing Backups and Restores page 28
Module 3: Planning and Implementing a Service Application Architecture
Lesson 1: Planning Service Applications page 2
Lesson 2: Designing and Configuring a Service Application Topology page 8
Lab A: Planning a Service Application Architecture page 17
Lesson 3: Configuring Service Application Federation page 18
Lab B: Federating Service Applications between SharePoint Server
Farms page 29
Module 4: Configuring and Managing Business Connectivity Services
Lesson 1: Planning and Configuring Business Connectivity Services page 2
Lesson 2: Configuring the Secure Store Service page 7
Lab A: Configuring BCS and the Secure Store Service page 12
Lesson 3: Managing Business Data Connectivity Models page 16
Lab B: Managing Business Data Connectivity Models page 19
Module 5: Connecting People
Lesson 1: Managing User Profiles page 2
Lesson 2: Enabling Social Interaction page 16
Lab A: Configuring Profile Synchronization and My Sites page 28
Lesson 3: Building Communities page 35
Lab B: Configuring Community Sites page 43
Module 6: Enabling Productivity and Collaboration
Lesson 1: Aggregating Tasks page 2
Lesson 2: Planning and Configuring Collaboration Features page 8
Lab A: Configuring Project Sites page 15
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Advanced Solutions of Microsoft SharePoint Server 2013 xiii
Lab B: Configuring Workflow page 26
Module 7: Planning and Configuring Business Intelligence
Lesson 1: Planning for Business Intelligence page 2
Lesson 2: Planning, Deploying and Managing Business Intelligence
Services page 10
Lab A: Configuring Excel Services page 22
Lesson 3: Planning and Configuring Advanced Analysis Tools page 26
Lab B: Configuring PowerPivot and Power View for SharePoint page 33
Module 8: Planning and Configuring Enterprise Search
Lesson 1: Configuring Search for an Enterprise Environment page 2
Lab A: Planning an Enterprise Search Deployment page 12
Lesson 2: Configuring the Search Experience page 14
Lesson 3: Optimizing Search page 23
Lab B: Managing Search Relevance in SharePoint Server 2013 page 31
Module 9: Planning and Configuring Enterprise Content Management
Lesson 1: Planning Content Management page 2
Lesson 2: Planning and Configuring eDiscovery page 8
Lab A: Configuring eDiscovery in SharePoint Server 2013 page 14
Lesson 3: Planning Records Management page 19
Lab B: Configuring Records Management in SharePoint Server 2013 page 24
Module 10: Planning and Configuring Web Content Management
Lesson 1: Planning and Implementing a Web Content ManagementInfrastructure page 2
Lesson 2: Configuring Managed Navigation and Catalog Sites page 6
Lab A: Configuring Managed Navigation and Catalog Sites page 13
Lesson 3: Supporting Multiple Languages and Locales page 18
Lesson 4: Enabling Design and Customization page 23
Lesson 5: Supporting Mobile Users page 27
Lab B: Configuring Device Channels page 31
Module 11: Managing Solutions in SharePoint Server 2013
Lesson 1: Understanding the SharePoint Solution Architecture page 2
Lesson 2: Managing Sandbox Solutions page 8
Lab: Managing Solutions page 13
Module 12: Managing Apps for SharePoint Server 2013
Lesson 1: Understanding the SharePoint App Architecture page 2
Lesson 2: Provisioning and Managing Apps and App Catalogs page 5
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Module 13: Developing a Plan for Governance
Lesson 1: Overview of Governance page 2
Lesson 2: Key Elements of a Governance Plan page 6
Lesson 3: Planning for Governance in SharePoint Server 2013 page 13
Lab A: Developing a Plan for Governance page 18
Lesson 4: Implementing Governance in SharePoint 2013 page 20
Lab B: Managing Site Creation and Deletion page 26
Module 14: Upgrading and Migrating to SharePoint Server 2013
Lesson 1: Preparing Upgrade or Migration Environment page 2
Lesson 2: Performing the Upgrade Process page 13
Lab A: Performing a Database-Attach Upgrade page 23
Lesson 3: Managing Site Collection Upgrade page 28
Lab B: Managing Site Collection Upgrades page 36
Lab Answer Keys
Module 1 Lab: Reviewing Core SharePoint Concepts page 1
Module 2 Lab: Planning and Performing Backups and Restores page 1
Module 3 Lab A: Planning a Service Application Architecture page 1
Module 3 Lab B: Federating Service Applications between SharePoint
Server Farms page 2
Module 4 Lab A: Configuring BCS and the Secure Store Service page 1
Module 4 Lab B: Managing Business Data Connectivity Models page 5
Module 5 Lab A: Configuring Profile Synchronization and My Sites page 1
Module 5 Lab B: Configuring Community Sites page 8
Module 6 Lab A: Configuring Project Sites page 1
Module 6 Lab B: Configuring Workflow page 6
Module 7 Lab A: Configuring Excel Services page 1
Module 7 Lab B: Configuring PowerPivot and Power View for
SharePoint page 6
Module 8 Lab A: Planning an Enterprise Search Deployment page 1
Module 8 Lab B: Managing Search Relevance in SharePoint Server
2013 page 2
Module 9 Lab A: Configuring eDiscovery in SharePoint Server 2013 page 1
Module 9 Lab B: Configuring Records Management in SharePoint
Server 2013 page 7
Module 10 Lab A: Configuring Managed Navigation and Catalog
Sites page 1
Module 10 Lab B: Configuring Device Channels page 7
Module 11 Lab: Managing Solutions page 1
Module 12 Lab: Configuring and Managing SharePoint Apps page 1
Module 13 Lab A: Developing a Plan for Governance page 1
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Module 14 Lab A: Performing a Database-Attach Upgrade page 1
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About This Course i
About This Course
This section provides a brief description of the course, audience, suggested prerequisites, and course objectives.
Course Description
Note: This release (‘B’) MOC version of course 20332B has been developed on RTM software.
This course describes how to plan and configure advanced features in SharePoint Server 2013. The course includes broad architectural and design-based content, including disaster recovery and high availability, which underpins much of the knowledge required to manage a SharePoint deployment. The course covers the various SharePoint 2013 workloads, for example, collaboration, productivity, and social computing. The course then covers how to manage extensions and customizations. Finally, this course covers planning and implementing governance, and upgrading SharePoint.
Audience
The course is targeted at experienced IT Professionals interested in learning how to install, configure, deploy and manage SharePoint Server 2013 installations in either the data center or the cloud. Students typically have more than four years of hands-on experience* planning and maintaining
SharePoint and other core technologies upon which SharePoint depends, including Windows Server 2008 R2 or later, Internet Information Services (IIS), SQL Server 2008 R2 or later, Active Directory, and
networking infrastructure services.
Students should have completed Course 20331: Core Solutions of Microsoft SharePoint Server 2013, or have gained equivalent knowledge and experience, before taking this course.
The minimally qualified candidate typically:
• Is an IT professional who plans, implements, and maintains a multi-server deployment of SharePoint Server 2013.
• Has a working knowledge of, and preferably hands-on experience, with SharePoint Online. • Has broad familiarity with SharePoint workloads.
• Has experience with business continuity management, including data backup, restoration, and high availability.
• Has experience with authentication and security technologies. • Has experience with Windows PowerShell.
* Hands-on experience or job experience is considered a solutions-based role where the candidate works within the solutions space covered by SharePoint, working on multiple solutions in the SharePoint space that includes document management, content management, and search.
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ii About This Course
Student Prerequisites
An ideal student will have at least one year of experience with deploying and administering multiple SharePoint 2010 farms across a large enterprise. Because many customers skipped upgrading from SharePoint 2007, a student can also have at least 2 years of experience with SharePoint 2007 and knowledge of the differences between 2007 and 2010, particularly the Service Application model. A student can demonstrate the following skills:
• Completion of Course 20331: Core Solutions of Microsoft SharePoint Server 2013, successful completion of Exam 70-331: Core Solutions of Microsoft SharePoint 2013, or equivalent skills. • At least one year’s experience of mapping business requirements to logical and physical technical
design.
• Working knowledge of network design, including network security.
• Software management in a Windows 2008 R2 enterprise server or Windows Server 2012 environment.
• Deploying and managing applications natively, virtually and in the cloud. • Administering Internet Information Services (IIS).
• Configuring Active Directory for use in authentication, authorization and as a user store. • Managing an application remotely using Windows PowerShell 2.0.
• Connecting applications to Microsoft SQL Server. • Implementing Claims-based security.
Course Objectives
After completing this course, students will be able to:
• Describe the core features of SharePoint 2013.
• Plan and design a SharePoint 2013 environment to meet the requirements for high availability and disaster recovery.
• Plan and implement a service application architecture for a SharePoint 2013 deployment. • Configure and manage Business Connectivity Services features in a SharePoint 2013 deployment. • Plan and configure social computing features.
• Plan and configure productivity and collaboration platforms and features. • Plan and configure Business Intelligence solutions.
• Optimize the search experience for an enterprise environment.
• Plan and configure enterprise content management in a SharePoint 2013 deployment. • Plan and configure a web content management infrastructure to meet business requirements.
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About This Course iii
• Manage solutions in a SharePoint 2013 deployment.
• Configure and manage apps in a SharePoint Server 2013 environment. • Develop and implement a governance plan for SharePoint Server 2013. • Perform an upgrade or migration to SharePoint Server 2013.
Course Outline
The course outline is as follows:
Module 1, “Understanding the SharePoint 2013 Architecture" Module 2, “Designing Business Continuity Management Strategies" Module 3, “Planning and Implementing a Service Application Architecture" Module 4, “Configuring and Managing Business Connectivity Services" Module 5, “Connecting People"
Module 6, “Enabling Productivity and Collaboration" Module 7, “Planning and Configuring Business Intelligence" Module 8, “Planning and Configuring Enterprise Search"
Module 9, “Planning and Configuring Enterprise Content Management" Module 10, “Planning and Configuring Web Content Management" Module11, “Managing Solutions in SharePoint Server 2013"
Module 12, “Managing Apps for SharePoint Server 2013" Module 13, “Developing a Plan for Governance"
Module 14, “Upgrading and Migrating to SharePoint Server 2013"
Course Materials
The following materials are included with your kit:
• Course Handbook: a succinct classroom learning guide that provides the critical technical information in a crisp, tightly-focused format, which is essential for an effective in-class learning experience.
• Lessons: guide you through the learning objectives and provide the key points that are critical to the success of the in-class learning experience.
• Labs: provide a real-world, hands-on platform for you to apply the knowledge and skills learned in the module.
• Module Reviews and Takeaways: provide on-the-job reference material to boost knowledge and skills retention.
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iv About This Course
Course Companion Content: searchable, easy-to-browse digital content with integrated premium online resources that supplement the Course Handbook.
• Modules: include companion content, such as questions and answers, detailed demo steps and additional reading links, for each lesson. Additionally, they include Lab Review questions and answers and Module Reviews and Takeaways sections, which contain the review questions and answers, best practices, common issues and troubleshooting tips with answers, and real-world issues and scenarios with answers.
• Resources: include well-categorized additional resources that give you immediate access to the most current premium content on TechNet, MSDN®, or Microsoft® Press®.
Student Course files: includes the Allfiles.exe, a self-extracting executable file that contains all required files for the labs and demonstrations.
• Course evaluation: at the end of the course, you will have the opportunity to complete an online evaluation to provide feedback on the course, training facility, and instructor.
• To provide additional comments or feedback on the course, send an email to
[email protected]. To inquire about the Microsoft Certification Program, send an email to [email protected].
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About This Course v
Virtual Machine Environment
This section provides the information for setting up the classroom environment to support the business scenario of the course.
Virtual Machine Configuration
In this course, you will use Microsoft® Hyper-V™ to perform the labs.
The following table shows the role of each virtual machine that is used in this course: Virtual machine Role
NYC-CL1 Windows 8 client computer for running Microsoft Office applications.
NYC-DC1 Windows Server 2012 server acting as the domain controller for the contoso.com domain.
NYC-DB1 Windows Server 2012 server running Microsoft SQL Server 2012, a member of the contoso.com domain.
NYC-SP1 Windows Server 2012 server running Microsoft SharePoint Server 2013, a member of the contoso.com domain.
NYC-FARM2 Windows Server 2012 server running Microsoft SharePoint Server 2013 as an additional SharePoint farm, a member of the contoso.com domain.
Software Configuration
The following software is installed on each VM:
• Microsoft Windows 8 Enterprise
• Microsoft Office 2013
• Microsoft Visio Professional 2013 • Microsoft Windows Server 2012
• Microsoft SharePoint Server 2013
• Microsoft Office Web Apps
• Microsoft SQL Server
• Microsoft SQL Server Reporting Services
• Microsoft SQL Server Analysis Services
• Microsoft Project Server • Microsoft Project Professional • Microsoft Workflow Manager • Microsoft SharePoint Designer
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vi About This Course
Course Files
The files associated with the labs in this course are located in the E:\ModXX\ folder on the student computers.
Classroom Setup
Each classroom computer will have the same virtual machine configured in the same way.
Course Hardware Level
To ensure a satisfactory student experience, Microsoft Learning requires a minimum equipment configuration for trainer and student computers in all Microsoft Certified Partner for Learning Solutions (CPLS) classrooms in which Official Microsoft Learning Product courseware is taught.
Hardware Level 7
• 64 bit Intel Virtualization Technology (Intel VT) or AMD Virtualization (AMD-V) processor (2.8 Ghz dual core or better recommended)
• Dual 500 GB hard disks 7200 RPM SATA or faster (striped). • 16GB RAM.
• DVD drive (dual layer recommended) • Network adapter with Internet connectivity
• Dual SVGA monitors 17” or larger supporting 1440X900 minimum resolution • Video adapter that supports 1440 x 900 resolution
• Microsoft Mouse or compatible pointing device • Sound card with amplified speakers
In addition, the instructor computer must be connected to a projection display device that supports SVGA 1024 x 768 pixels, 16 bit colors.
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1-1
Module 1
Understanding the SharePoint Server 2013 Architecture
Contents:
Module Overview 1-1
Lesson 1: Core Components of the SharePoint 2013 Architecture 1-2 Lesson 2: New Features in SharePoint Server 2013 1-10 Lesson 3: SharePoint Server 2013 and SharePoint Online Editions 1-17 Lab: Reviewing Core SharePoint Concepts 1-21
Module Review and Takeaways 1-28
Module Overview
The architectural components of SharePoint continue to evolve to meet the changing needs and environments with each new version of the product.
This module introduces the architectural features that underpin Microsoft SharePoint Server 2013, both for on-premise and online deployments. This includes an examination of the features that are new in this version, as well as those that have been removed. This module reviews the basic structural elements of a farm deployment, and the different deployment options that are available in SharePoint 2013.
Objectives
After completing this module, you will be able to:
• Describe the architectural features of SharePoint Server 2013. • Identify new and deprecated features in SharePoint 2013.
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1-2 Understanding the SharePoint Server 2013 Architecture
Lesson 1
Core Components of the SharePoint 2013 Architecture
SharePoint 2013 is broadly built on the systems architecture developed with SharePoint Server 2010. There have been enhancements in all areas, and radical redesign in some. Irrespective of the changes in SharePoint 2013, it is essential that you have a good understanding of the core SharePoint 2013 architectural components in order to successfully plan and design a SharePoint deployment. These components include: • Information architecture. • Logical architecture. • Service applications. • Search. • Physical architecture.Lesson Objectives
After completing this lesson, you will be able to:
• Describe the role of information architecture in a SharePoint 2013 design.
• Describe the SharePoint 2013 logical architecture and the components that affect farm design. • Describe the service application architecture and the new services available in SharePoint 2013. • Describe the revised search architecture.
• Explain the physical architecture requirements in SharePoint 2013.
Information Architectures
An information architecture (IA) defines the means by which information in an organization is
cataloged. The most widely used information architecture in the world is the Dewey Decimal Classification system, which is used to structure books in libraries. The goals of an information architecture are to ensure information: • Usability. This balances the twin needs of
storing content by contributors and ensuring its discoverability by consumers.
• Maintainability. New content types, such as new products, services, or functionality, must
be easy to integrate into an information architecture. For all organizations, change is a constant. If your information architecture is too rigid, it may make it difficult to accommodate changes to content.
• Extensibility. Although your information architecture is platform-independent, you must ensure that it conforms to the software, security, and management boundaries of SharePoint Server 2013. There is no point in creating an IA solution that cannot fit into your organization’s chosen platform.
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Advanced Solutions of Microsoft SharePoint Server 2013 1-3
When planning your information architecture, it is important to understand the SharePoint Server 2013 container hierarchy. The term container refers to the logical structures that make up SharePoint Server 2013. The container hierarchy, from top to bottom, is as follows:
• Farm
• Web applications • Site collections • Sites
• List and libraries
The features of SharePoint Server 2013 that are most closely associated with information architecture include:
• The Managed Metadata Service. This stores and publishes common metadata items for use by an entire organization or divisions of the organization. With SharePoint Server 2013, you can publish this information globally or for specific groups by deploying multiple instances of the Managed Metadata Service.
• Site columns. You can create custom columns to hold information such as metadata or item data. Using custom columns, you can choose the data type for the column and specify the information that the column stores.
• Content types. These are a powerful method for creating content of a certain type and associating columns, metadata, document templates, information management policies, or workflows with that type of item.
• Term sets. These provide the ability to tag information to improve usage clarity by means of both managed and unmanaged lists of terms. Managed lists are provisioned and maintained by a central function; unmanaged lists provide flexibility for users to add personal comments. The term sets use the Managed Metadata column to add metadata information that is surfaced as part of a document’s properties.
• Information management policies. These enable you to specify settings for document or item behavior regarding retention, auditing, barcoding, and labeling.
Your information architecture can also be used to drive navigation. Metadata navigation presents users with navigation options that are based on tags applied by contributors to their content. This delivers results that are filtered, or refined by the taxonomy delivered by Managed Metadata columns.
Logical Architecture
Logical architecture is closely associated with information architecture. The logical architecture documents the nonphysical structure of a solution, designed to fulfill business requirements.
The logical architecture does not specify any server-related functionality, such as the amount or size of server hardware. Rather, it reflects how you structure the information architecture within the non-physical components of SharePoint 2013. Some may feel that logical architecture is platform agnostic, but as a matter of practicality, you must develop your logical architecture based on the
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1-4 Understanding the SharePoint Server 2013 Architecture
platform structures.
The SharePoint Server 2013 logical architecture has the following core components that will influence your design:
• Server farms. A server farm is a collection of servers acting as a single top-level logical unit. These represent the top-level element of a design. The number of farms needed to fulfill your logical requirements are affected by elements such as:
o Separate operational divisions of responsibility. o Dedicated funding sources.
o Separate data center locations.
o Regulatory requirements for physical isolation between sites.
• Service applications. These provide resources that can be shared across sites in a farm or across multiple farms.
• Application pools. These are groups of one or more URLs that a worker process or a set of worker processes serves.
• Web applications. A web application is an IIS website that SharePoint Server 2013 creates and uses. You can extend a web application up to four times to create additional zones in SharePoint Server 2013, which results in up to five IIS websites that are associated with a single web application. Each IIS website is associated with a different zone, and you can assign a unique domain name to each. • Zones. These represent different logical paths (URLs) to gain access to the same web application. • Content databases. All content for a web application is stored in one or more content databases. You
can separate content into multiple content databases at the site collection level. A content database can include one or more site collections.
• Site collections. This is perhaps the most important SharePoint logical design element. Site collections are a logical set of SharePoint sites that share the same top-level site and certain administrative settings. Site collections are the highest level of logical containment within SharePoint.
• Sites. A site is a logical unit of containment that contains lists and libraries, permission levels, and configuration settings.
• Lists and libraries. A list (or library) is a logical container that holds a collection of similar items such as contacts, appointments, and documents.
• Items. An item is the most granular logical element in SharePoint, and represents a singular unit of content.
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Service Application Architecture
The service application architecture, which replaced the Shared Service Provider (SSP) model of Microsoft Office SharePoint Server (MOSS) 2007, remains in SharePoint Server 2013. This has been extended with new service applications to enhance the capabilities of the platform. Service applications, as defined earlier, provide services to SharePoint Server 2013 users and other applications. These include access to application functionality with Microsoft Excel 2013, Microsoft Visio 2013, or underlying services such as the Managed Metadata Service (MMS) or the Business
Connectivity Services (BCS). The framework of the service application architecture in SharePoint 2013 is designed to enable architects to select only the services that are required to deliver a business solution. From a basic management viewpoint, a service application has the following components:
• An administrative interface, through which you can manage the associated service application. • An application pool.
• A service database or databases, dependent on the requirements of the service. • One or more physical instances—the service process running on a physical server. SharePoint 2013 includes three new services:
• App Management Service. SharePoint Server 2013 has embraced the app model, which has become so familiar to mobile device users over the last few years. SharePoint Server 2013 provides a platform for in-house or third-party apps to be used across an organization, with the service application managing permissions and access to individual apps.
• Machine Translation Service. The growth of SharePoint as a global platform is enhanced with the new Machine Translation Service application. This provides automatic language translation of document and site pages. This does not mean that SharePoint Server 2013 itself provides a translation engine. When the Machine Translation Service application processes a translation request, the request is forwarded to a cloud-based host that performs the actual translation. This is designed to integrate with the existing Variations functionality.
• Work Management Service. For business users, this service is designed to provide an integrated view of their work. The tasks that users need to undertake are aggregated on the users’ My Site. These tasks may be from the SharePoint server, or they may be from external systems, such as Microsoft Exchange or Microsoft Project Server. The architecture of the Work Management Service is such that it will be able to aggregated tasks from other environments in the future.
Services that have been deprecated or changed in SharePoint 2013 include:
• Web Analytics Service. Rather than have this as a self-contained service application, the Web Analytics functionality has been incorporated into the Search service.
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Search Architecture
The Search service has been re-architected in SharePoint 2013. The architecture changes have been made to help ensure that Search offers a higher level of redundancy for single and multiple farm environments. One of the most obvious changes in the new architecture is the inclusion of the FAST technologies into the Search service. This enhances search functionality, and also makes it easier for solution architects to design and deploy a full feature search solution in their organizations. Search combines a range of elements on
application servers, which include: • Crawl Component
• Content Processing Component • Analytics Processing Component • Indexing Component
• Query Processing Component • Search Administration Component
These components interact to build the search index and respond to queries. To ingest data, the Crawl Component interrogates the content sources that you have configured, either on the SharePoint farm or on external sources, such as Microsoft Exchange or Lotus Notes. The crawled items are processed by the Content Processing Component to format them appropriately to be stored on the index. Information from the Analytics Processing Component is used in this process to identify useful associated item information, such as previous user interaction. The data, or artifacts, are written to the index, which is a series of files and folders that are stored on disk and referred to, collectively, as the index file. The Query Processing Component receives queries from the Web Front End (WFE) server, it processes the query, and then it sends it to the Indexing Component, which returns results sets. The Query Processing Component performs additional processing to aggregate and clean the results and then sends the result sets back to the WFE to be rendered for the user. Several temporary and permanent storage databases used
throughout the process.
In addition to the architectural changes, managing an enterprise search environment has been extended in SharePoint 2013. In previous versions, the focus of search management has been at the service application level by search administrators. Although this is still available, search management is now available more widely for site collection administrators and site owners. This means that the search management overhead for SharePoint 2013 farm and service application administrators is reduced, and also that users can expect a more flexible response to change requests as core feature management is delegated to administrative users.
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Advanced Solutions of Microsoft SharePoint Server 2013 1-7
Physical Architecture and Topologies
The physical architecture of SharePoint 2013 is broadly consistent with that of SharePoint 2010, although there are some revised
recommendations on sizing and capacity.
Server systems hardware
The server system specification recommends a 64-bit, 4 cores processor with a minimum 12 GB of memory (RAM), and a system drive of 80 GB. This is for a general purpose Web Front End (WFE) server and application server. For database servers, you may need to adjust the specification for small, medium, or large farm deployments. Clearly, you
must monitor your systems to ensure that they perform well.
Software
The software requirements are detailed on TechNet, but you should aim to implement SharePoint 2013 on Windows Server 2012 (Standard or Datacenter) with databases on the 64-bit edition of Microsoft SQL Server 2012. You can still use Windows Server 2008 R2 Standard, Enterprise, or Datacenter with Service Pack 1 and the 64-bit edition of SQL Server 2008 R2 Service Pack 1.
Additional Reading: For more information about hardware and software requirements for SharePoint, see Hardware and software requirements for SharePoint 2013 at
http://go.microsoft.com/fwlink/?Linkid=299525
Storage
The capacity of SharePoint 2013 as a content storage and management platform means that you need to thoroughly review your storage and data access requirements. The following storage architectures are suitable for SharePoint 2013:
• Direct attached storage (DAS), where hard disks are attached directly to the computer running SQL Server.
• Storage area network (SAN), which uses a network infrastructure to connect the computer running SQL Server to the separate disk storage volumes.
• Network attached storage (NAS) devices may be suitable, under certain circumstances, such as for remote binary large object (BLOB) storage. However, this support is subject to precise NAS specifications.
New to SharePoint 2013 is Shredded Storage. This new file save algorithm enhances performance by minimizing the size or disk writes on a file save operation. Shredded Storage enables incremental file updates, rather than always writing an entire file when saving, by breaking—or shredding—a file into pieces.
Single farm topologies
The topology of your SharePoint 2013 farm is important to designing and deploying an effective solution. The general guidance for farm sizing is as follows:
• Small farms. These farms typically have between two and approximately five servers, and they can have two or three tiers. In a small, two-tier farm, the WFE server(s) also run service application
