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This project aims to provide consistent content types, managed metadata, and unified search across multiple SharePoint farms in different continents. The architecture includes a content type hub in Toronto, a managed metadata service application, a search service application, and a user profile replication engine.
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Multi-Farm, Cross-ContinentSharePoint Architecture Boyan Tsolov, Jon Wright New Signature @boyan100
Thank You Sponsors! GOLD SILVER BRONZE / PRIZES
Who are we? New Signature 2015 and 2014 Microsoft United States Partner of the Year USA, Canada, UK Professional Services, Managed Services, Cloud Applications Boyan Tsolov Team Lead, Senior Consultant – SharePoint (Applications) Jon Wright Senior Consultant – SharePoint (Infrastructure)
Requirements Consistent Content Types and Managed Metadata across all farms Global Unified Search with 1 single search box to search all farms Unified People Search with 1 single search box to search all farms OneDrive for everyone, local to the employee
Consistent Content Types and Managed Metadata Intranet in “Central Farm” in Toronto Document Management Collaboration in Toronto and all remote farms Same Site Columns, Content Types, Managed Metadata Terms How? Managed Metadata Service Application in Toronto Set as Content Type Hub in Toronto farm and published Remote farms consume Content Type Hub from Toronto All Web Applications across all farms use this Content Type Hub
Performance Considerations Synchronization occurs with a timer job Network is not overused Minimal bandwidth used Disadvantage: If a remote connection is down, sync does not occur and terms are not available for tagging on remote farm
Configuring Managed Metadata Connection Export Certificate to Primary Export Certificate to Remote Trust Primary Trust Remote and Configure Token Issuer Give Permission to Remote Farm Publish MMS Create MMS Proxy To Primary Consumer Publisher
Configuring Managed Metadata Connection • Configure Web Application Service Connections on Both Farms • Configure Content Type Hub
Global Unified Search Single search box – get results from all SharePoint farms How? “Central Farm” in Toronto with Enterprise Search Center Search Service Application in each farm crawling “locally” Remote Result Sources in “Central Farm” SSA Results shown in “Central Farm” for local SSA and remote SSAs
Performance Considerations Crawl occurs local to each farm. Toronto does not crawl remote farms. Massive impact on preserving bandwidth and data usage limits! Using remote result sources means: • Toronto requests a query • Query is sent to remote SSA • Remote SSA holds index server and query server. Remote SSA runs the query • Remote SSA returns the results • Toronto presents the results Search Results page only queries remote farms requested by the user, and not all remote farms on every search request (custom) Disadvantage: each remote farm’s search results are in their own tab / search results web part
Merged Results… Hybrid Search? SP2013 & SP2016 have Hybrid Search capabilities (Cloud Search Service Application) • Office 365 indexes your on-prem farms • Single merged index in the cloud • Single search box query sent to Office 365 • Single search results web part (awesome user experience!) Not an option for our client • Too much data and bandwidth usage for remote locations, since indexes must be stored in Office 365 • Must pay for Office 365 subscriptions
Configuring Search Service Connection Export Certificate to Remote Export Certificate to Primary Trust Remote Trust Primary and Configure Token Issuer Give Permission to Primary Farm Publish Search Service Create Search Service Proxy To Remote Publisher Consumer
Configuring Search Service Connection After Configuring Service Connection: • Create a Result Source for each remote site on the Primary Farm • Give Everyone “Read” Permissions to the remote site collectionspecified in the remote result source
Unified People Search Single search box – search on latest user profiles from all SharePoint farms How? User Profile Service Application in each farm Active Directory synchronizes with each farm Users update their profiles in their “local” farm UPRE (User Profile Replication Engine) replicates profile updates to the User Profile Service Application in Toronto “Central Farm” in Toronto has Enterprise Search Center with People Search Search Service Application / People Search in Toronto crawls UP locally
Performance Considerations Users view and update their profiles local to them – optimally quick response time UPRE is very efficient in its network usage as it synchronizes with Toronto • Runs often and collects only deltas Search indexing and querying is all done in Toronto
Unified People Search: UPRE Install the SharePoint 2010 Administration Tool Kiton each remote farm Configure Windows Service with a Dedicated Service App • Use a unique account for each farm for additional security Note: User Profile Replication Engine Replicates only from Local (Russia) to Remote (Toronto)
Unified People Search: UPRE User Profile Sync Service on all Farms to Sync the same directory Configure User Profile with same Properties (If using Custom) Give Dedicated UPRE service account “Manage Profiles” and “Manage Social Data” permissions to all User Profile Services
OneDrives everywhere Local to the region of the employee (for quick syncs) Easy to navigate to using top-nav from any SharePoint farm How? Trusted My Site Host Locations and audiences
Trusted My Site Host Locations Ensure the Audiences capture all users in the organization ConsiderAD Groups for Audiences since you may have to assign permissions to those groups Configure one Audience for each Farm Configure Trusted My Site Hosts for each Farm
Performance Considerations Syncing to OneDrive and sharing documents with co-workers in same office is very fast Any SharePoint web page in any farm will always redirect you to your own office’s OneDrive storage (fast response time to open OneDrive) Disadvantages: • If an employee relocates permanently, OneDrive content must be migrated to the new farm local to them • If an employee visits another location temporarily, their OneDrive sync will be very slow
Other lessons learned OneDrive everywhere • Governance is important since employees might fall through the cracks (i.e. not assigned to audiences properly) Addition of new farms • Delicate set of steps to configure and add new farms to the architecture • Scripting is incredibly important! OfficeWebApps everywhere • We installed this in every farm to prevent the full download of a document from remote locations • Enabled previews in search remote result sources
THANK YOU & See you next year! Join us for SharePint after the event @ 5:30pm 6982 Financial Dr. and don’t forget to submit feedback after each session for your chance to win great prizes at the end of the day! https://www.surveymonkey.com/r/spstoronto2016 • Thank you! • Toronto Enterprise Collaboration User GroupChange Management, Governance, SharePoint, Office 365, Yammer, PowerBI, etc • http://www.meetup.com/TSPBUG/Toronto SharePoint Users Group • http://tspug.com/