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Welcome to the Iowa SharePoint User Group. October 7 th , 2009 Building Extranets with SharePoint Brian Caauwe. http:// www.sharepointia.com. Agenda. Introductions Features Alignment Break Technical Challenges Q&A. http:// www.sharepointia.com. User Group Goal / Objectives.
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Welcome to the Iowa SharePoint User Group October 7th, 2009 Building Extranets with SharePoint Brian Caauwe http://www.sharepointia.com
Agenda • Introductions • Features Alignment • Break • Technical Challenges • Q&A http://www.sharepointia.com
User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://www.sharepointia.com
Introductions – IASPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Microsoft (www.microsoft.com) http://www.sharepointia.com
www.sharepointia.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointia.com www.sharepointia.com http://www.sharepointia.com
Upcoming Schedule Next Meeting December 2nd 9:00 AM to 11:30 AM Topics – Check www.sharepointia.com for updates!: SharePoint 2010 Ongoing Schedule 1st Wednesday of the month 9:00 to 11:30 am TBD http://www.sharepointia.com
Announcements Install SharePoint Server 2007 on Windows Server 2008 R2 http://blogs.msdn.com/sharepoint/archive/2009/10/02/install-sharepoint-server-2007-on-windows-server-2008-r2.aspx Patching a mirrored farm with minimal downtime http://blogs.msdn.com/sharepoint/archive/2009/09/18/patching-a-mirrored-farm-with-minimal-downtime.aspx Microsoft Virtualization: Best Choice for SharePoint http://blogs.msdn.com/sharepoint/archive/2009/09/02/microsoft-virtualization-best-choice-for-sharepoint.aspx SharePoint Administration Toolkit v4 http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-the-fourth-release-of-the-microsoft-sharepoint-administration-toolkit.aspx SharePoint in Plain English Video http://www.microsoft.com/video/en/us/details/76e8d3af-c2bd-42a6-bb12-befcbd041bf1 http://www.sharepointia.com
Conferences • SharePoint Conference 2009 – October 19-22, 2009http://www.mssharepointconference.comLas Vegas, NV Other Events • Iowa Code Camp – November 7th • West Des Moines, IA (DMACC) http://www.sharepointia.com
Presentation http://www.sharepointia.com
Extranet Definition – (ěk'strə-nět‘) • Merriam Webster A network (as of a company) similar to an intranet that also allows access by certain others (as customers or suppliers) • Microsoft - TechNet An extranet environment is a private network that is securely extended to share part of an organization’s information or processes with remote employees, external partners, or customers. http://www.sharepointia.com
Scenarios • Customers • Client / Project Sites • Partners • Collaboration • Employees • Internal Systems http://www.sharepointia.com
Collaboration • Starting point to collaborate with outside sources • More than just document libraries • Project Timelines • Tasks Assignment • Alerts / Notifications • Contact Information • Be creative with use of lists • Survey’s • Discussion Boards http://www.sharepointia.com
Portal • Employee Profile Information • MySite public profile • Summary Links web part • Audience Targeting Content • Highlight new products / initiatives • Push content to internal users • Site Directory / Navigation • Require categories • Publishing vs. Collaboration navigation options • Branding / Consistency • Alternate CSS • Theme http://www.sharepointia.com
Search • Internal People Search • Modify People scope for internal only • Best Bests / Keywords • Drive traffic • Product name changes • Customizing search results • Scopes and Tabs • Auditing / Usage analysis • Review how people are utilizing search • Think from an internal AND external perspective • Search results are security trimmed http://www.sharepointia.com
Content Management • Consistency • Page Layouts • Master Pages • Content Types • Site Columns • Templates • Versioning • Major / Minor • Pages vs. Lists • Permissions Management http://www.sharepointia.com
Business Process • Out of the box Workflows • WSS • MOSS • SharePoint Designer Workflows • Out of the box options • Custom activities: http://www.codeplex.com/SPDActivities • InfoPath • Forms Services • Publishing with multiple URL’s • Custom List Forms • New • Edit • Display http://www.sharepointia.com
Business Intelligence • Dashboards • Key Performance Indicators • Connected web parts • Excel Services • Provide read only system data • Build charts, graphs • Business Data Catalog • Tag items with business data • Search business data http://www.sharepointia.com
Challenges • Information Accessibility • Authenticating Users • Ensuring a secure environment • Maintaining a corporate image • How is an extranet licensed • Extranet Governance http://www.sharepointia.com
Break http://www.sharepointia.com
Challenges : Information Accessibility • Where are my servers located? • How is my firewall affected? • What other related products do I need to consider? • Does this require high availability? • How do I ensure authentication is secured? • How does this effect my SharePoint architecture? http://www.sharepointia.com
Architecture • Server Locations • Inside network • Perimeter network • Collocation environment • Combine hardware • Intranet • Extranet • Internet • Firewall Configuration • ISA Server / TMG Server / IAG • Load balancing for high availability http://www.sharepointia.com
Architecture (cont’d) • Authentication • Domain Trusts • LDAP / SQL • Federation • SSL for authentication • SharePoint Architecture • Web Applications / SSP alignment • Sites / Site Collections (security inheritance … good & bad) http://www.sharepointia.com
Challenges : Authenticating Users • How do users log in? • Where are their credentials stored? • What is the user experience? • How is client integration affected? http://www.sharepointia.com
Authentication • Windows Authentication • NTLM • Kerberos • Web Single Sign-On (Federation / ADFS) • URL Challenge for multiple authentication types http://www.sharepointia.com
Authentication (cont’d) • Forms Based Authentication • Windows Live • http://spwla.codeplex.com • SQL • http://fba.codeplex.com • ADAM • http://www.microsoft.com/downloads/details.aspx?FamilyId=D9AF2C25-989C-45C4-8008-1F15722190ED&displaylang=en • Managing Users • IIS 7.0 Management Utilities • ASP.NET Membership Provider (Development) http://www.sharepointia.com
Challenges : Ensuring a secure environment • What tools are available? • How can I secure my farm? • How do I ensure site privacy? • Do I need additional anti-virus protection? http://www.sharepointia.com
Security: Hardening • Extranet Hardening Tool • Security Compliance Management Toolkit (Group Policy Accelerator) • Server 2003: http://technet.microsoft.com/en-us/library/cc163140.aspx • Server 2008: http://technet.microsoft.com/en-us/library/cc514539.aspx • Server Permission modification • Non-standard ports (proxy) • Forefront http://www.sharepointia.com
Security: Hardening (cont’d) • Extranet Hardening Tool: Back-to-back perimeter • Visio Template: http://go.microsoft.com/fwlink/?LinkId=85531&clcid=0x409 http://www.sharepointia.com
Security: SharePoint Permissions • Active Directory Groups • SharePoint Groups • Forms Based Authentication Users and Roles • People Picker • FBA considerations • Additional domains • SharePoint Admin Toolkit – Permissions Reporting Tool • http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-the-fourth-release-of-the-microsoft-sharepoint-administration-toolkit.aspx http://www.sharepointia.com
Challenges : Maintaining a corporate image • How is branding an extranet different than an intranet or public internet site? • How do I retain a similar look and feel? • How do I ensure appropriate content is viewable? • How do I integrate external company logos? http://www.sharepointia.com
Branding / Content Management • Scenarios • Intranet • Extranet • Public Internet • Consistency • Page layouts • Master pages • Approval • Approval Workflow • Moderators • Co-branding • Combined user experience http://www.sharepointia.com
Challenges : How is an extranet licensed • Do I need an External Connector? • What do I need for CAL’s? • How do I license SQL? • Does it matter what approach is used for authentication? http://www.sharepointia.com
Licensing : Company A • Employee Portal • Authenticated Employees must have CAL’s • Partner / Customer Extranet • Authenticated Employees must have CAL’s • Authenticated Non-Employee users can have CAL’s or External Connector • SQL External Connector required for non-employees • Employees authenticate using Active Directory • Non-Employees are authenticating using SQL FBA http://www.sharepointia.com
Licensing : Company B • Partner / Customer Extranet • Authenticated Employees must have CAL’s • Authenticated Non-Employee users can have CAL’s or External Connector • SQL External Connector required for non-employees • Employees authenticate using Active Directory • Non-Employees are authenticating using Windows Live FBA • Anonymous Access Portal • Authenticated Employees must have CAL’s for content management • Anonymous access requires External Connector • SQL External Connector required for non-employees • Employees authenticate using Active Directory http://www.sharepointia.com
Licensing • Contact your licensing representative • MOSS 2007 FAQ – Licensing • http://office.microsoft.com/en-us/sharepointserver/HA101655351033.aspx#2 http://www.sharepointia.com
Challenges : Extranet Governance • What are the expected Service Level Agreements? • How are end users trained? • What is the expected lifecycle of information? • Do I need to manage quotas for storage? • Do I need to manage multi-lingual sites? • How is extranet information communicated to external users? • What is acceptable use of the extranet? http://www.sharepointia.com
Extranet Governance • Service Level Agreements • Patch Management • Backup / Recovery • Training • Frequently Asked Questions • SharePoint Training Kit: http://www.microsoft.com/downloads/details.aspx?familyid=673DC932-626A-4E59-9DCA-16D685600A51&displaylang=en • Information Lifecycle • Site lifecycle • Content lifecycle • Storage • Site Collection Quota • Content Database footprint http://www.sharepointia.com
Extranet Governance (cont’d) • Multi-Lingual • Language Packs • Variations • Communication • Internal Communication • External Communication • Acceptable Use • Publishing Content • Collaboration Content http://www.sharepointia.com
Q & A http://www.sharepointia.com
References • Microsoft • Extranet Collaboration Toolkit: http://www.microsoft.com/downloads/details.aspx?FamilyId=D9AF2C25-989C-45C4-8008-1F15722190ED&displaylang=en • Extranet Hardening Tool: http://go.microsoft.com/fwlink/?LinkId=85531&clcid=0x409 • MOSS 2007 FAQ: http://office.microsoft.com/en-us/sharepointserver/HA101655351033.aspx#2 • Security Compliance Management Toolkit (Group Policy Accelerator) • Server 2003: http://technet.microsoft.com/en-us/library/cc163140.aspx • Server 2008: http://technet.microsoft.com/en-us/library/cc514539.aspx • SharePoint Admin Toolkit: http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-the-fourth-release-of-the-microsoft-sharepoint-administration-toolkit.aspx • SharePoint Training Kit: http://www.microsoft.com/downloads/details.aspx?familyid=673DC932-626A-4E59-9DCA-16D685600A51&displaylang=en http://www.sharepointia.com
References (cont’d) • Codeplex • Custom activities: http://www.codeplex.com/SPDActivities • FBA SQL Management: http://fba.codeplex.com • Windows Live: http://spwla.codeplex.com http://www.sharepointia.com
Thanks for coming! http://www.sharepointia.com