Microsoft sharepoint 2010 cloud based organization’s 8709 pdf

Microsoft SharePoint 2010:
Deploying Cloud-Based
Solutions
®

Phillip Wicklund

®


Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
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Copyright © 2011 by Phillip Wicklund
All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form
or by any means without the written permission of the publisher.
ISBN: 978-0-7356-6210-0
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I would like to dedicate this book to the Lord, Jesus Christ,
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To Him be the glory forever”
(Romans 11:36).



Contents at a Glance
Part I

Introducing SharePoint in the Cloud

1 Introducing Microsoft SharePoint Online . . . . . . . . . . . . . . . . . . . . 3
2 Office 365 Feature Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
3 Planning for SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Part II

4
5
6
7

Deploying SharePoint in the Public Cloud
Administering SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . .
Identity Management and Authentication . . . . . . . . . . . . . . . . .
Migrating to SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . .
Introduction to Customizing and Developing in
SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part III Deploying

157
197
229
251

SharePoint in the Private Cloud

8 Introduction to Creating a Private Cloud . . . . . . . . . . . . . . . . . . .
9 Introducing Multitenancy in SharePoint 2010 . . . . . . . . . . . . . . .
10 Configuring Tenant-Aware Service Applications . . . . . . . . . . . . .
11 Configuring Tenant-Aware Site Collections . . . . . . . . . . . . . . . . .

301
345
365
391

v



Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Part I

Introducing SharePoint in the Cloud

1 Introducing Microsoft SharePoint Online . . . . . . . . . . . . . . . . . . . . 3
What Is the Cloud? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Running Applications On-Premises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Application Service Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Infrastructure as a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Platform as a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Software as a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Why Deploy to the Cloud? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Handling Variable Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Cost of Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Business Agility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Business Stability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
SharePoint in the Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
SharePoint in the Public Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
SharePoint in the Private Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
SharePoint Online Features Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Communities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Insights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Composites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Configuring and Customizing SharePoint Online . . . . . . . . . . . . . . . . . . . . . 36
Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
User Management and Security in SharePoint Online . . . . . . . . . . . . . . . . . 40
Anonymous Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Cloud-Based Identity and Synchronization . . . . . . . . . . . . . . . . . . . . . . 40
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vii


viii

Table of Contents

On-Premises Identity and Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . 42
Partner Users and External Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Authorization in Office 365 and SharePoint Online . . . . . . . . . . . . . . . 44
Migrating from On-Premises to SharePoint Online . . . . . . . . . . . . . . . . . . . . 46
Getting Ready for Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Content Migration Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Getting Around in SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

2 Office 365 Feature Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Office 365 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Introducing the Four Key Products of Office 365 . . . . . . . . . . . . . . . . 56
Office 365 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
99.9 Percent Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Recovery Time Objective/Recovery Point Objective . . . . . . . . . . . . . . . 59
International Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Service Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Federated Identity and Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . . 60
Microsoft Office 365 Desktop Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Anywhere Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Document Coauthoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Mobile Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Online Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Four Products in One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Exchange Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Rolling Legal Hold (Single Item Recovery) . . . . . . . . . . . . . . . . . . . . . . 71
Lync Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Microsoft Office Professional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Licensing and Purchasing Office 365 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Office 365 for Professionals and Small Businesses (P1) . . . . . . . . . . . 80
Office 365 for Midsized Businesses and Enterprises . . . . . . . . . . . . . . . 81
Office 365 for Education (EDU) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Final Overview of Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Administering Office 365 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Managing Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Editing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Deleting Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Administering SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90




Table of Contents

Administering Exchange Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Office Professional Plus Deployment Options . . . . . . . . . . . . . . . . . . . . 92
Remote PowerShell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

3 Planning for SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Planning SharePoint Online Core Capabilities . . . . . . . . . . . . . . . . . . . . . . . 100
Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Sites and Site Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Site Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Site Collection Space Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
User Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Audiences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Social Capabilities of SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . 116
InfoPath Forms Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Managed Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Office Web Apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Public-Facing Websites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Planning Your Information Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

IA Basics: Sites and Subsites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Storing Information in Lists and Libraries . . . . . . . . . . . . . . . . . . . . . . 128
Categorizing Your Information with Content Types . . . . . . . . . . . . . 130
Discoverability of Information in SharePoint Online . . . . . . . . . . . . . 133
Planning User Management and Security . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
User Accounts in Office 365 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
External Access with Share Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Team Site Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Permission Levels and Group Membership . . . . . . . . . . . . . . . . . . . . . 143
Planning Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Supported Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Plan Branding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Plan Page Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Plan Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Planning User Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Who? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
What? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Where? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
When? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

ix


x

Table of Contents

Planning Ongoing Maintenance and Governance . . . . . . . . . . . . . . . . . . . . 149
Ongoing Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Part II

Deploying SharePoint in the Public Cloud

4 Administering SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . 157
Managing Site Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Creating a New Private Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . 158
Creating a New Public-Facing Website . . . . . . . . . . . . . . . . . . . . . . . . 162
Deleting a Site Collection or Website . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Viewing the Properties of a Website . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Managing Site Collection Administrators . . . . . . . . . . . . . . . . . . . . . . 165
Managing Site Collection Disk and Resource Quotas . . . . . . . . . . . . 167
Enabling External Access to Site Collections . . . . . . . . . . . . . . . . . . . . 169
Configuring InfoPath Forms Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
InfoPath Forms Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
InfoPath Web Service Proxy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Configuring User Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Manage User Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Profiles, Profile Properties, and Profile Policies . . . . . . . . . . . . . . . . . . 174
Audiences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Managing My Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Configuring the Managed Metadata Term Store . . . . . . . . . . . . . . . . . . . . . 178
What Is Metadata? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Content Types and Site Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Managed Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Managing the Term Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

5 Identity Management and Authentication . . . . . . . . . . . . . . . . . 197

Identity Management Technologies and Techniques . . . . . . . . . . . . . . . . . 198
Authentication Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Creating Cloud Identity User Accounts for Office 365 . . . . . . . . . . . 200
Office 365 Desktop Setup and the Sign-In Assistant . . . . . . . . . . . . . 202
Two-Factor Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
DirSync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
ADFS 2.0 and Single Sign-on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Partner Access and External Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Password Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210




Table of Contents

Configuring Identity Federation and Synchronization . . . . . . . . . . . . . . . . 212
Federation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Planning Your ADFS 2.0 Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Managing Identities with Remote PowerShell . . . . . . . . . . . . . . . . . . . . . . . 223
Creating a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Assigning a License to a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Removing a User  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Resetting a User’s Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Blocking a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Disabling Password Expiration for a User . . . . . . . . . . . . . . . . . . . . . . 227
Disabling Strong Password Strength Requirements . . . . . . . . . . . . . 227
Adding a New Security Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Adding Users to a Security Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Deleting a Security Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

6 Migrating to SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Migration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Migration Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Manual Migration Through the User Interface . . . . . . . . . . . . . . . . . . 233
Mail and Restore Content Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Migration Agents Used with SharePoint Online Dedicated . . . . . . . 240
SharePoint Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Supported Items and Migration Gotchas . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Managed Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Capacity and Threshold Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Authentication Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Unsupported Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Unsupported SharePoint 2010 Features . . . . . . . . . . . . . . . . . . . . . . . 247
Planning for Migration Downtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

7 Introduction to Customizing and Developing in
SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Developing Against the Cloud vs. On-Premises . . . . . . . . . . . . . . . . . . . . . . 252
Development for On-Premises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Development for SharePoint Online Standard . . . . . . . . . . . . . . . . . . 252
Development for SharePoint Online Dedicated . . . . . . . . . . . . . . . . . 253
Customization Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Customization Tools: The Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Customization Tools: SharePoint Designer . . . . . . . . . . . . . . . . . . . . . 255

xi


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Table of Contents

Customization Tools: Office InfoPath . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Customization Tools: Visual Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Introduction to Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Sandboxed Solutions: What Works and What Doesn’t . . . . . . . . . . . 272
Additional Restrictions of Sandboxed Solutions . . . . . . . . . . . . . . . . 274
Tips and Tricks for Using Sandboxed Solutions . . . . . . . . . . . . . . . . . 276
Building and Deploying a Sandboxed Web Part . . . . . . . . . . . . . . . . . . . . . 278
Deploying Full-Trust Code in SharePoint Online Dedicated . . . . . . . . . . . 283
Microsoft SharePoint Online Code Analysis Framework . . . . . . . . . . 283
Dedicated Code Review and Deployment Process . . . . . . . . . . . . . . . 284
Deployment Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Introduction to the Client Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Client Object Model Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Client Object Model: What Works and What Doesn’t . . . . . . . . . . . . 293
Using the Silverlight Client Object Model . . . . . . . . . . . . . . . . . . . . . . 293
Using the .NET Client Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Using the JavaScript Client Object Model . . . . . . . . . . . . . . . . . . . . . . 295
Authentication in the Client Object Model . . . . . . . . . . . . . . . . . . . . . 295
SharePoint Online Integration with Azure . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
SharePoint Online and Silverlight Integration with Azure . . . . . . . . 296
SharePoint Online Dedicated Integration with Azure . . . . . . . . . . . . 297

Part III Deploying

SharePoint in the Private Cloud

8 Introduction to Creating a Private Cloud . . . . . . . . . . . . . . . . . . . 301
Private Cloud Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Reliability and Predictability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Highly Automated, Agile, and Supports Self-Service . . . . . . . . . . . . 304
Flexibility to Meet Diverse Capacity Patterns . . . . . . . . . . . . . . . . . . . 304
How Do You Build a Private Cloud? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
The Resource Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
The Operations Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
The Service Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
The Self-Service Layer: SCSM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Preparing for Virtualization with Hyper-V . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Virtualizing SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Microsoft Assessment and Planning Toolkit . . . . . . . . . . . . . . . . . . . . 323
Server Virtualization Validation Program . . . . . . . . . . . . . . . . . . . . . . 325




Table of Contents

Virtualization Performance Considerations . . . . . . . . . . . . . . . . . . . . . 326
Getting Started with Hyper-V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Automating SharePoint in a Private Cloud Using Opalis . . . . . . . . . . . . . . 335
Example Scenario: Solving Real-World SharePoint
Problems with Opalis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

9 Introducing Multitenancy in SharePoint 2010 . . . . . . . . . . . . . . . 345
Why Multitenancy for On-Premises IT? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Enables Easier Chargeback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Supports Multiple Licensing SKUs in the Same Farm . . . . . . . . . . . . 347
Accommodate “Vanity URLs” en Masse . . . . . . . . . . . . . . . . . . . . . . . . 347
Delegates Site Collection Creation and Management . . . . . . . . . . . . 348

Delegates Service Application Administration . . . . . . . . . . . . . . . . . . 348
Options for Tenant Sites in SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Give Each Tenant Its Own Dedicated Web Application . . . . . . . . . . . 348
Give Each Tenant One or More Site Collections in a
Shared Web Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Give Each Tenant One or More Site Collections Associated
with a Unique Site Subscription in a Shared Web Application . . . . . 352
Multitenancy Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Service Application Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Site Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Tenant Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Host Header Site Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Feature Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Ten Easy Steps to Tenant-Aware SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . 363

10 Configuring Tenant-Aware Service Applications . . . . . . . . . . . . . 365
Introduction to Service Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Shared Service Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Creating Service Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Consuming Service Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Step 1: Configuring the Site Subscription Service . . . . . . . . . . . . . . . . . . . . 373
Configuring Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Configuring the Site Subscription Service . . . . . . . . . . . . . . . . . . . . . . 376
What do you think of this book? We want to hear from you!
Microsoft is interested in hearing your feedback so we can continually improve our
books and learning resources for you. To participate in a brief online survey, please visit:

microsoft.com/learning/booksurvey

xiii

xiv

Table of Contents

Step 2: Creating Tenant-Aware Service Applications . . . . . . . . . . . . . . . . . . 376
Creating the Business Connectivity Service . . . . . . . . . . . . . . . . . . . . 377
Creating the Secure Store Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Creating the Managed Metadata Service . . . . . . . . . . . . . . . . . . . . . . 379
Creating the User Profile Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Creating the Word Conversion Service . . . . . . . . . . . . . . . . . . . . . . . . 382
Creating the Search Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Creating the State Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Creating the Usage Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Creating the Access Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Creating the Excel Calculation Service . . . . . . . . . . . . . . . . . . . . . . . . . 388
Creating the Visio Graphics Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Creating the Performance Point Service . . . . . . . . . . . . . . . . . . . . . . . 388
Creating the Web Analytics Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

11 Configuring Tenant-Aware Site Collections . . . . . . . . . . . . . . . . . 391
Step 3: Creating Feature Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Step 4: Creating a New Site Subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Step 5: Assigning a Feature Pack to a Tenant . . . . . . . . . . . . . . . . . . . . . . . . 397
Step 6: Filtering the People Picker to an Active Directory
Organizational Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Step 7: Configuring Tenant-Aware Managed Paths . . . . . . . . . . . . . . . . . . . 403
Step 8: Creating Tenant Site Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Create the Root Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Create the Tenant Administration Site . . . . . . . . . . . . . . . . . . . . . . . . . 407
Create the My Site Host . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Enable Self-Service Site Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Create the Host Named Sites by Using SSL . . . . . . . . . . . . . . . . . . . . . 409
Step 9: Associating the Tenant to the User Profile
Service Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Step 10: Configuring a Content Type Hub . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

A Server, Online SharePoint, and Online
Dedicated Compared . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429


Introduction
This book is about Microsoft SharePoint in the cloud. This might entail SharePoint in a public cloud, such as SharePoint Online, or SharePoint in a private cloud, such as your own data
center. It also can mean SharePoint in a hybrid cloud, where you deploy SharePoint to both
the public and private clouds for various reasons.
So, why do you need a book on SharePoint in the cloud? Isn’t cloud-based SharePoint the
same as on-premises SharePoint? It’s commonly understood that the cloud offers significant benefits over standard data centers. These benefits include being highly available and
scalable. They also include robust automation and the ability to be self-healing, bringing
the average server-to-administrator ratio from 50:1 all the way up to 500:1. But what about
SharePoint in the cloud specifically? Well, the differences between on-premise SharePoint
and SharePoint in the cloud are probably more numerous than you’d think. In one obvious
sense, this book will help you learn various techniques for migrating to the cloud, but the
book goes well beyond that.
Consider how the administration effort is quite different between on-premises and public
cloud-based administration tools such as the Office 365 Administration Center. Additionally,
licensing varies dramatically, along with authentication and authorization (identity management). Cloud-based customizations are also quite different, and rely heavily on sandboxed
solutions, for example.
From a private cloud perspective, SharePoint is a unique animal. It benefits from the technologies that provide the foundation, namely Hyper-V for virtualization and System Center

for automation. But it also relies on multitenancy capabilities to support tenant isolation—
a key pillar for any private cloud.
All of these topics, and more, comprise the scope of this book. Come, learn, and see the
powerful capabilities of SharePoint in the cloud. After all, the cloud is the future!

Who Should Read This Book
This book is primarily for IT professionals, IT architects, and IT decision makers who want to
understand the capabilities of SharePoint in the cloud, and want to know what it takes to
either get their on-premises SharePoint deployments into the public cloud or build their own
private cloud—or perhaps a little of both.
The earlier chapters paint a broad picture and can appeal to a wide audience of readers who
are simply interested in what it means to have SharePoint in the cloud. However, as the book
progresses, the chapters become increasingly technical.


xv


xvi

Introduction

Assumptions
The book focuses on the technologies, techniques, and planning that is required to support
SharePoint in the cloud. This means background information on SharePoint is not provided in
great detail in earlier chapters, and is not provided at all past Part I of the book. It is assumed
that you have a general idea of what SharePoint is, and how it is used from an end-user perspective. As the book progresses, you’ll see that the chapters become more technical and
discuss topics such as those in the following list (note that previous knowledge of these topics isn’t required, but is helpful):
■

Out-of-the-box SharePoint capabilities, such as site collections, sites, document libraries,
pages, content types, workflows, and so on.

■

Remote PowerShell.

■

Identity management, such as user accounts, Active Directory, and identity federation.

■

Networking concepts such as DMZs, NLBs, DNS, reverse proxies, and so on.

■

Customizations with Visual Studio and SharePoint Designer.

■

Infrastructure technologies such as Hyper-V and System Center.

■

Lots more PowerShell!

Who Should Not Read This Book
This book is meant to introduce SharePoint in the cloud to you at a high level. There are
certain areas of the book that are intended to be introductory, because to exhaust those

areas would require multiple books in and of themselves. Chapter 7 (“Introduction to
Customizing and Developing in SharePoint Online”) and Chapter 8 (“Introduction to Creating
a Private Cloud”) are good examples of this. As you read through the book, you’ll see references to other books that cover the particular area in more depth. So, if you’re looking for
broad strokes, this book is for you. If you’re looking to go deeper because you already have a
solid understanding of these cloud concepts, than this book is not for you.

Organization of This Book
The book is organized into three parts. Part I, “Introducing SharePoint in the Cloud,” explains
what it means to have SharePoint in the cloud. Part II, “Deploying SharePoint in the Public
Cloud,” focuses on SharePoint in the public cloud. Part III, “Deploying SharePoint in the
Private Cloud,” focuses on SharePoint in the private cloud.




Introduction

xvii

It is helpful to read Part I in its entirety before moving on to the rest of the book. Thereafter,
some of you might jump to Part III—for example, if you’re not interested in the public cloud—
or you might skip Part III if you’re only interested in SharePoint in a public cloud. Many of
you will want to learn about both the public and private clouds, because you will need to
support some sort of hybrid deployment.
Note that Chapters 2 and 7 are more or less “swing” chapters in that they are relevant to
both public and private cloud models. Chapter 2 focuses on planning, and Chapter 7 covers
customizing SharePoint Online. While both of these chapters reference SharePoint Online
(Microsoft’s public cloud), they are highly relevant to on-premises deployments as well.
The following are brief chapter descriptions to help you understand the contents of the book.

Part I, “Introducing SharePoint in the Cloud”
Chapter 1, “Introducing SharePoint Online” opens by explaining what the cloud is and why
SharePoint works so well in it. The chapter moves on to discuss the core features of SharePoint
in general, followed by a discussion around various cloud models that SharePoint fits into,
such as SharePoint in the public, private, and hybrid clouds.
Chapter 2, “Office 365: Feature and Overview” takes concepts surrounding the public cloud a
bit further by introducing you to Office 365, Microsoft’s SharePoint public cloud offering, as
well as the umbrella offering for other products such as Exchange Online, Lync Online, and
Office Professional Plus.
Chapter 3, “Planning for SharePoint Online” rounds out Part I of the book by introducing
you to all the considerations around planning for SharePoint Online. This includes planning
for the core capabilities of SharePoint as well as defining your information architecture. The
chapter concludes with a discussion of governance in SharePoint Online.

Part II, “Deploying SharePoint in the Public Cloud”
Chapter 4, “Administering SharePoint Online” highlights techniques for administering
SharePoint Online sites. This comprises global administration through the Office 365
Administration Center, including creating and managing sites, site quotas, user profiles, and
managed metadata.
Chapter 5, “Identity Management and Authentication” explores the different identity provider
options and the pros and cons of each. The chapter focuses heavily on identity federation,
the technology whereby your users can achieve a single sign-on experience between their
on-premises sites and SharePoint Online. The chapter concludes with details on managing
identity with Remote PowerShell.


xviii

Introduction

Chapter 6, “Migrating to SharePoint Online” explains how to migrate SharePoint on-premises
to SharePoint Online. It compares the different migration approaches between SharePoint
Online Standard and Dedicated editions.
Chapter 7, “Introduction to Customizing and Developing in SharePoint Online” concludes
Part II with an introduction to customizing SharePoint Online to meet your company’s unique
needs. This includes a discussion about building your own custom sandboxed solutions and
using SharePoint Designer to brand your sites, as well as a brief discussion on how to integrate
SharePoint Online with Windows Azure.

Part III, “Deploying SharePoint in a Private Cloud”
Chapter 8, “Introduction to Creating a Private Cloud” introduces the concept of a private
cloud. In one sentence, a private cloud is the intersection of virtualization and automation.
However, as you’ll learn when reading this chapter, a lot of technologies help to make this
marriage work, including Hyper-V, the System Center suite, and the Opalis workflows.
Chapter 9, “Introducing Multitenancy in SharePoint 2010” walks you through the fundamentals of multitenancy in SharePoint. You’ll see examples that show how multi­tenancy keeps
tenant data and customizations isolated from one another, a key element of SharePoint in a
private cloud.
In Chapter 10, “Configuring Tenant-Aware Service Applications,” you’ll learn that creating
your service applications is the first logical step when configuring SharePoint for a private
cloud. This chapter walks you through the less obvious process of configuring your service
applications in a tenant-aware fashion using PowerShell.
Chapter 11, “Configuring Tenant-Aware Site Collections” builds on the foundation set in
Chapter 10 by showing you how to create tenant site collections and features. You’ll also see
how to associate your tenants to popular service applications such as the user profile and
managed metadata services. PowerShell again plays a significant role in configuring these
multitenancy capabilities.

Code Samples
Five chapters in the book feature example scripts written in PowerShell. You will benefit from
downloading these scripts separately so that you don’t need to manually enter them, and

thereby risk introducing typos and other errors. Additionally, since scripts can change over
time as a result of feedback or changing cmdlets, downloading them ensures that you’re always working with the most up-to-date content.




Introduction

xix

You can download the scripts from this book’s website, at:
/>You can also check for additional information and updates at:


Acknowledgments
Wow—I’m finally here! It’s so great to be at the finish line with my second book!
However, I’ll be the first to acknowledge that this book would not have been possible without
some serious help. First I want to thank my wife Sarah, who stood by me and encouraged me
every step of the way. I can’t stress enough how much of an impact her support had on my
ability to complete this book. Thanks, babe—I love you!
I also want to thank my technical editor Wayne Ewington (Microsoft), and my development
editor Kenyon Brown (O’Reilly). You guys were awesome to work with, and you provided great
feedback and help! This book would’ve looked like Swiss cheese without your watchful eyes!
There were also four extraordinary contributing authors who helped me write some key
chapters. Eric Hanes (Chapter 2), Brian Wilson (Chapter 3), Faraz Khan (Chapter 7), and Brian
Neilson (Chapter 8) all chipped in and deserve MAJOR kudos! I also want to thank Adam
Grocholski (Azure MVP). Adam generously wrote the section “What Is the Cloud?” in Chapter
1. This book was under tight deadlines right from the start, and I’ll be the first to admit that I
wouldn’t have stood a chance flying solo. THANKS SO MUCH, GUYS! I very much appreciate
the help that you gave and your contributions to this great book!

All five contributing authors are colleagues of mine at our employer, RBA Consulting, which
also deserves some accolades. The management staff at RBA has been so generous. They
helped carve out a role that gave me some freedom to write during business hours. Also,
on several occasions, I had to dip into emergency PTO to make my deadlines. Some of you
might not know it, but I also have five children at home, so the great work/life balance that I
have at RBA had a significant impact on the book as well as on my ability to maintain a sane
personal life. It’s to this end that I want to extend my sincerest thanks to RBA Consulting.
And last, but not least, I want to thank the great folks at O’Reilly Media/Microsoft Press. I’m
so thankful to have been given this amazing opportunity to write for such a prestigious publishing brand. It’s truly incredible! I feel humbled, and I hope I can live up to the great legacy
they’ve built.
—Phil Wicklund


xx

Introduction

Errata and Book Support
We’ve made every effort to ensure the accuracy of this book and its companion content.
Any errors that have been reported since this book was published are listed on our Microsoft
Press site at oreilly.com:
/>If you find an error that is not already listed, you can report it to us through the same page.
If you need additional support, email Microsoft Press Book Support at mspinput@microsoft
.com.
Please note that product support for Microsoft software is not offered through the addresses
above.

We Want to Hear from You
At Microsoft Press, your satisfaction is our top priority, and your feedback our most valuable
asset. Please tell us what you think of this book at:

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Stay in Touch
Let’s keep the conversation going! We’re on Twitter: />

Part I

Introducing SharePoint in
the Cloud
Part I is an introduction to Microsoft SharePoint in the cloud. Chapter 1 opens by explaining what the cloud is and why SharePoint works so well in the cloud. With that primer under
your belt, you will then learn about the core features of SharePoint in general as well as various cloud models into which SharePoint fits, such as SharePoint in the public, private, and
hybrid clouds.
Chapter 2 takes the concept of the public cloud a bit further by introducing you to Microsoft
Office 365, Microsoft’s SharePoint public cloud offering, as well as the umbrella offering for
other products such as Exchange Online, Lync Online, and Office Professional Plus.
Chapter 3 ends this part of the book by introducing you to the considerations around planning for SharePoint Online. This includes planning for the core capabilities of SharePoint, as
well as defining your information architecture. The chapter concludes with a discussion on
governance in SharePoint Online.



1



Chapter 1

Introducing Microsoft SharePoint
Online

In this chapter, you will learn about:
■

Why people are rapidly deploying SharePoint into the cloud

■

Comparing the public, private, and hybrid cloud models

■

An overview of customizing SharePoint in the cloud

■

An overview of migrating to the cloud

■

How security and authorization is handled in the cloud

■

Navigating the SharePoint Online administrative pages

If you follow the technology industry, you have probably noticed that everyone suddenly
seems to be “going to the cloud” these days. Is cloud computing some new concept? The
short answer is, no. Cloud computing has been around much longer than you might realize.
In fact, you more than likely have been using cloud computing for some time but were not
even aware of it. If you use an online service for email, such as Hotmail, Gmail, Yahoo, and

so on—and it’s highly likely that you are using at least one of these—you are already in the
cloud.
In recent years, the buzz around the cloud has grown immensely. Every company in the
world is looking for proven ways to increase the return on investment (ROI) on the technologies that they use, and the cloud is proving that it can do just that.
SharePoint in the cloud is no exception. Microsoft is pouring a lot of resources into its
SharePoint cloud offering because they know that not only will it bring them significant revenue, it will also save their clients a lot of capital, as well. It’s an incredible win-win situation!
This is because SharePoint can be tough to deploy and maintain, primarily because significant expertise and experience is required to do so successfully. Many companies can’t
afford or (for other reasons) are unable to recruit the necessary talent. Because of this, taking
SharePoint to the cloud is especially appealing to them. When in the cloud, they can essentially outsource that costly, time-consuming administrative overhead.



3