SharePoint Terminology Week1

Federated Search

you can include search results from an outside entity into your search results

What is a Web Application?

• A container in IIS • Used to isolate content between other sites • Used to configure different authentication types • Entry point for one or more site collections

Multitenancy Topology

• A hosting company will maintain the infrastructure • Companies will access isolated individual environments • While resources are shared, content is not

What is a SharePoint Lists and Libraries?

• A list/library is a collection of information that you share with team members • When a site is created, it comes with out-of-box lists/libraries • Lists are more like an Excel spreadsheet • Libraries are more like windows explorer • Every list/library will have settings page, where the configuration is done

What is a Site Collection?

• A site collection houses ALL related sites under the same URL • There is a top-level site in every site collection • Provides an additional level to isolate content • Share admin settings

What is a Site?

• A site is comprised of pages, lists, and libraries • A site collection includes the top-level site and all sub-sites • Many templates are available • Each site has navigation panes, customizable themes, permissions, workflows, etc.

SharePoint 2013 Installation Checklist

• AD accounts for SharePoint ◦ Farm Administrator, SP Administrator, Service Accounts, Database account, Application pool account • TCP Port number for Central Administration • Farm passphrase • SharePoint product key

SharePoint 2013 Features

• Allows the creation of Sites for Intranet, Extranet and Internet platforms. • Provides tools to organize and manage content • Highly customizable through the .NET Framework • Provides built-in Security • Has a search mechanism that allows to index and search content easily • Connectivity with external systems

Objects in PowerShell

• Cmdlets will output objects • Objects have properties and methods • Objects can be stored in variables or piped

What is a Server Farm?

• Collections of servers interconnected to make up physical structure of SharePoint • Web Front End Server - Point of contact between the user and the Farm that delivers web pages • Application Server - Server that hosts services in SharePoint • Database Server - Where content is stored

Columns in Lists and Libraries

• Columns represent an attribute or a piece of metadata • Two types of columns: List Columns and Site Columns • Columns have Name, Data Type and optional settings • There are multiple column types (field definitions) ◦ Single line of text ◦ Multiple lines of text ◦ Choice ◦ Number ◦ Currency ◦ Date and Time ◦ Lookup ◦ Yes/No ◦ Person or Group ◦ Hyperlink or Picture ◦ Calculated ◦ Task Outcome ◦ External Data ◦ Managed Metadata

Filters in PowerShell

• Comparison operators ◦ -eq -- Equal to ◦ -ne -- Not equal to ◦ -lt -- Less than ◦ -le -- Less than or equal to ◦ -gt -- Greater than ◦ -ge -- Greater than or equal to ◦ -like -- Wildcard for pattern matching ◦ -notlike -- Wildcard for pattern matching ◦ -match -- Equal to for strings • Logical operators ◦ -and ◦ -or ◦ -not (!)

What is a Content Type

• Content types are sets of site columns that can be used to create items in lists or libraries • Optionally they provide behavior through workflows and event receivers • Content types support inheritance of properties, appearance and behavior • SharePoint provides a number of OOB (outof-box) content types

Permission Levels

• Default Permission Levels (for Team Sites) ◦ View Only ◦ Limited Access ◦ Read ◦ Contribute ◦ Edit ◦ Design ◦ Full Control • Additional Permission Levels (for Publishing Sites) ◦ Restricted Read ◦ Approve ◦ Manage Hierarchy

Users and Groups

• Default groups ◦ Owners (Full Control) ◦ Members (Contribute) ◦ Visitors (read) • Administrative Groups ◦ Site Collection Administrators - Full control on site collection level ◦ SharePoint Farm Administrators - Full control on Farm level ◦ Windows Administrators - Full control on server side, but not on content

Iteration in PowerShell

• Do While - Script executes as long as condition is True • While - Script executes as long as condition is True • Do Until - Script executes until the condition is True • For - Script executes a specified number of times • ForEach - Script executes for each item in a collection or array

What is a Document Library?

• Document libraries are collections of files that you share with other site users • It provides document management features such as version control, folders, workflows, events, etc.

Settings in Lists and Libraries

• Every list or library will have its own settings page • Settings are used to configure the behavior of the list/library • General Settings ◦ List name, description and navigation ◦ Versioning ◦ Advanced Settings ◦ Audience targeting • Permissions and Management ◦ Delete this list/library ◦ Save as a template ◦ Permissions for this list/library ◦ Workflow settings

Farm Topology - Extended Large Farm

• Extended Large Farm can be a three-tier, 13-server farm • The servers in the red boxes are now dedicated to search components Query Server Index Server Crawl Server

Farm Topology - One Server Farm

• In a One Server Farm all the roles are installed and configured in one server. • This farm is mostly used for development environments Web Front End Application Server Database Server

Farm Topology - Large Farm

• Large Farm can be a three-tier, eight-server configuration • Two of the application servers are dedicated to a service application, such as Excel Services or Microsoft InfoPath • More than 10,000

Custom Permission Levels

• List Permissions ◦ Work with items, versions, alerts, and list settings ◦ View application pages • Site Permissions ◦ Manage sites and subsites, manage permissions, data analytics, styling, manage alerts ◦ Allow client interaction such as SOAP, Client Object Model (CSOM), etc. ◦ Open a specific object inside the container • Personal Permissions ◦ Manage personal views, manage personal web parts

What is a List?

• Lists are collections of information having similar properties • Table of information • For instance, a task list would have property fields such as "title," "description," "assigned to," "date."

Farm Topology - Medium Farm

• Medium Farm can be a three-tier, five server farm or six server farm • Redundancy in the database is what will make the difference • Between 1,000 to 10,000 users

Navigation in SharePoint

• Navigation refers to the set of controls and links that help users find their way through the website • There are three main navigation controls ◦ Top Link Bar ◦ Quick Launch ◦ Tree View Navigation controls can be configured to: ◦ Inherit from the parent site ◦ Link to all web pages of all top-level sites ◦ Link to specific external sites ◦ Link to specific local sites or pages ◦ Manual configuration

What is Metadata?

• Properties associated to items and documents • Metadata is used to group common items • Stored in Columns • Used primarily for grouping, filtering and sorting data • Used also for Search and Navigation

What is an Item?

• Refers to the entry in a list • Items contain properties called metadata • Items can have unique permissions • They can also have functionality such as events and workflows

What is a Web Part?

• Reusable Components that make up a page • It is often referred to as a Widget • A Web Part can be inserted into any of the pages in a SharePoint site • Web Parts can be used for data rollup, creating custom views, and playing media. • Web Parts are the most common components created for SharePoint

Exercise: Install SharePoint 2013

1. Preparing Windows Server for installation 2. Installing .NET Framework 3.5 3. Installing Roles and Features 4. Installing SQL server 5. Installing SharePoint 2013 server prerequisites 6. Installing SharePoint Farm 7. Running Configuration Wizard 8. Configure DNS Server 9. Disable loopback check 10. Creating the Web Application and Root site Collection

Query processing component

Analyzes incoming queries. This helps optimize precision, recall and relevance. The queries are sent to the index component, which returns a set of search results for the query.

SharePoint 2013 Versions

• SharePoint Foundation 2013 • SharePoint Server 2013 - Standard Edition • SharePoint Server 2013 - Enterprise Edition • SharePoint Online

SharePoint 2013 Licensing

• SharePoint Online ◦ Licensed on a per-user basis. It can be part of an Office 365 plan. • SharePoint On-Premises ◦ For Intranet environments you require a server and client license (Server/CAL). ◦ For Extranet and Internet environments, you require Server only.

SharePoint Security Overview

• SharePoint has Permissions and Permission Levels • SharePoint lets you assign permissions to a user or group • SharePoint allows to apply permissions to sites, lists, libraries or items

Farm Topology - Small Farm

• Small Farm can be two-tier or three-tier, three server farm • One of the WFE servers is also hosting one or more application server roles. • Less than 1,000 users

Parameters in PowerShell

• The majority of the cmdlets have parameters to specify filters or detail the type of execution we want Get-process -Name w3wp Get-Help Get-process

What is a Column?

• They are a template for the type of data • There are different types depending on the type of data to store • They can be reused within a site collection • They can be used in a Content Type

What is a Content Type?

• This is a template used to enter data into a list or library • It is used to carry functionality such as policies, workflows, events • Content Types can inherit from other Content Types • Its a set of Site Columns

Pipeline in PowerShell

• Used to perform commands in one or more objects object | Get-Member object | Get-Member -MemberType Properties Get-Process | Select-Object * -exclude site,container

Variables in PowerShell

• Variables start with a $ • Assign a variable $ProcessName = "iexplore" • Use a variable Get-Process $ProcessName • $_ refers to the current object in the pipeline (this)

SharePoint 2013 Software Requirements

• WFE Server/Application Server ◦ Windows Server 2012 64-bit edition ◦ Windows Server 2008 R2 with SP1 ◦ Web server and application server roles ◦ Microsoft .NET Framework version 4.5 ◦ Additional components • Database Server ◦ SQL Server 2008 R2 with SP 1 ◦ SQL Server 2012

Security Scopes

• Windows Level Security ◦ Users with access to perform administrative tasks on the server side • Farm Level Security ◦ Users to perform tasks in the Central Administration, i.e. SharePoint Farm Admin • Web Application Level Security ◦ Users with permissions to all site collections under a web application, i.e. Auditor • Site Collection Level Security ◦ Users performing administration at a site collection level, i.e. Site Collection Administrator • Site Level Security ◦ Users accessing content • List Level Security ◦ Users with restricted access to content • Item Level Security ◦ Used mostly to break inheritance and provide specific access to particular users

What is Windows PowerShell?

• Windows PowerShell is an object-oriented programming language and interactive command line shell for Microsoft Windows • Alternative for command line and batch processing. • Verb-Noun combination named cmdlet (Action-Object) • PowerShell v2 and v3

Installation Overview

• Windows configuration - including setting up Active Directory, Web Server and Application Server roles • Service Packs and Updates • Provision Active Directory service accounts and grant permissions • SQL Server installation • SharePoint 2013 Prerequisites using the SharePoint products preparation tool • SharePoint 2013 installation ◦ User Interface ◦ PowerShell script • Farm Configuration Wizard

Analytics processing component

Carries out search analytics and usage analytics

Crawl component

Crawls content sources to collect crawled properties and metadata and sends this to the content processing componen

Limited Access

Enables users to access shared resources and a specific asset. Limited Access is designed to be combined with fine-grained permissions to enable users to access a specific list, document library, folder, list item, or document, without enabling them to access the whole site. Limited Access cannot be edited or deleted.

Full Control

Enables users to have full control of the website.

Edit

Enables users to manage lists.

Contribute

Enables users to manage personal views, edit items and user information, delete versions in existing lists and document libraries, and add, remove, and update

View Only

Enables users to view application pages. The View Only permission level is used for the Excel Services Viewers group.

Read

Enables users to view pages and list items, and to download documents.

Design

Enables users to view, add, update, delete, approve, and customize items or pages in the website.

Search Service

Is a service that allows the users to find content quickly and easily. The Search Service is able to search in locations such as SharePoint Sites, File Shares, External Systems, User Profiles, Exchange. Includes a service application for Search administrators to customize the search experience

What is SharePoint 2013?

Organizations use SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from almost any device.

Index component

Receives the processed items from the content processing component and writes them to the search index. This component also handles incoming queries, retrieves information from the search index and sends back the result set to the query processing component.

Search administration component

Runs the system processes for search, and adds and initializes new instances of search components.

AD accounts

SQL Admin - Database Account Local Admin on Database Server Domain User. SPFarm - SharePoint Farm Account SPPool - Application Pool Account SPServices - Services Accounts SPCrawl - Search Crawler Account SPUserProfiles User Profile Synchronization Account

Types of Lists and Libraries

There are multiple types of libraries and lists ◦ Document Library ◦ Form Library ◦ Wiki Page Library ◦ Picture Library ◦ Links List ◦ Announcements List ◦ Contacts List ◦ Calendar List ◦ Discussion Board ◦ Tasks List ◦ Issue Tracking List

Content processing component

Transforms the crawled items and sends them to the index component

Views in Lists and Libraries

Views are used to manage the way we visualize items in a list or a library • Views contain options such as sorting, filtering, grouping, totalizing, and more • There are different types of views ◦ Standard View ◦ Datasheet View ◦ Calendar View ◦ Gantt View ◦ Access View ◦ Custom View with SP Designer

SharePoint 2013 Hardware Requirements

WFE Server/Application Server ◦ 64-bit ◦ 4 Core Processor ◦ 12 GB RAM ◦ 80 GB HDD • Database Server ◦ 64-bit ◦ 8 Core Processor (4 for small farms) ◦ 16 GB RAM (8 for small farms) ◦ 80 GB HDD