Planning guide for
Microsoft SharePoint Foundation 2010
Microsoft Corporation
Published: November 2010
Author: Microsoft Office System and Servers Team ()
Abstract
This book provides information and guidelines to lead a team through the steps of planning the deployment of a solution based on Microsoft SharePoint Foundation 2010. The audiences for this book are business application specialists, line-of-business specialists, information architects, IT generalists, program managers, and infrastructure specialists who are planning a solution based on SharePoint Foundation 2010.
The content in this book is a copy of selected content in the SharePoint Foundation 2010 technical library () as of the publication date. For the most current content, see the technical library on the Web.
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This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.
Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred.
This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.
© 2010 Microsoft Corporation. All rights reserved.
Microsoft, Access, Active Directory, Backstage, Excel, Groove, Hotmail, InfoPath, Internet Explorer, Outlook, PerformancePoint, PowerPoint, SharePoint, Silverlight, Windows, Windows Live, Windows Mobile, Windows PowerShell, WindowsServer, and WindowsVista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
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Contents
Getting help
Planning and architecture for SharePoint Foundation 2010
Downloadable resources
Planning articles
Technical diagrams (SharePoint Foundation 2010)
Models
Tips for printing posters
Site and solution planning (SharePoint Foundation 2010)
Fundamental site planning (SharePoint Foundation 2010)
Sites and site collections overview (SharePoint Foundation 2010)
Site collections overview
Sites overview
Site templates included in SharePoint Foundation 2010
Plan sites and site collections (SharePoint Foundation 2010)
About planning sites and site collections
Determine types of sites
Plan sites by organizational hierarchy
Plan application sites
Plan Internet presence sites
Plan other sites
Determine site collections
Site planning data worksheet
Site navigation overview (SharePoint Foundation 2010)
Navigation controls overview
Navigation controls on master pages
Top link bar navigation
Quick Launch navigation
Breadcrumb navigation
Tree view navigation
Plan site navigation (SharePoint Foundation 2010)
Create a site navigation diagram
Understanding inherited navigation
Determine which sites inherit the top link bar
Determine which additional links to add manually to the top link bar
Determine other site navigation options
Site planning data worksheet
Themes overview (SharePoint Foundation 2010)
About using themes
Ways to use themes
Using a preinstalled theme
Uploading your own custom themes to the theme gallery
Plan for using themes (SharePoint Foundation 2010)
About planning for using themes
Decide whether to use themes
Determine how many themes are needed
Decide who makes the themes
Site planning data worksheet
Plan for multilingual sites (SharePoint Foundation 2010)
About planning multilingual sites
Determine language and locale requirements
Determine language pack requirements
Determine requirements for word breakers and stemmers
Multilingual user interface overview (SharePoint Foundation 2010)
Use and benefits of the multilingual user interface
How the multilingual user interface works
What is supported by the multilingual user interface
Adding and modifying application content
Exporting and importing translated content
Limitations of the multilingual user interface
Plan for the multilingual user interface (SharePoint Foundation 2010)
Determine language requirements for your sites
Plan for translating content
Plan for installing service packs
Security planning for sites and content (SharePoint Foundation 2010)
Plan site permissions (SharePoint Foundation 2010)
Introduction
About site permissions
About assigning permissions
About permission inheritance
Permission inheritance and fine-grained permissions
Permission inheritance and subsites
About effective permissions
Choose permission levels
Plan for permission inheritance
Determine permission levels and groups (SharePoint Foundation)
Review available default groups
Review available permission levels
Determine whether you need additional permission levels or groups
Do you need custom groups?
Do you need custom permission levels?
Choose security groups (SharePoint Foundation 2010)
Introduction
Determine which Windows security groups and accounts to use for granting access to sites
Decide whether to allow access for all authenticated users
Decide whether to allow access for anonymous users
Choose administrators and owners for the administration hierarchy (SharePoint Foundation 2010)
Introduction
Levels of administration
Best practices for using fine-grained permissions (white paper) (SharePoint Foundation 2010)
Sandboxed solutions planning (SharePoint Foundation 2010)
In this section
Sandboxed solutions overview (SharePoint Foundation 2010)
Deploying and running a sandboxed solution
Isolating sandboxed solutions
What a sandboxed solution cannot contain
Comparison of sandboxed and farm solutions
Benefits of using sandboxed solutions
Planning sandboxed solutions (SharePoint Foundation 2010)
Determine when to use sandboxed solutions
Plan to load balance sandboxed solution code
Determine where to deploy sandboxed solutions
Determine who can deploy sandboxed solutions
Determine which site collections will run sandboxed solutions using quotas
Plan resource usage quotas for sandboxed solutions
Plan sandboxed solutions governance
Plan for collaboration sites (SharePoint Foundation 2010)
Determine number of collaboration sites
Specific paths
Additional paths
Integration with Microsoft SharePoint Workspace 2010
Document management planning (SharePoint Foundation 2010)
Document library planning (SharePoint Foundation 2010)
Plan document libraries
Content types planning (SharePoint Foundation 2010)
Plan content types
What are content types?
Versioning, content approval, and checkout planning (SharePoint Foundation 2010)
About versioning, content approval, and check-outs
Plan versioning
Plan content approval
Plan check-out and check-in
Co-authoring overview (SharePoint Foundation 2010)
Co-authoring functionality in SharePoint Foundation 2010
Understanding the end-user experience
Important considerations
OneNote Notebooks
Software Version Requirements
Co-authoring in a mixed Office environment
Mixed environment that has Microsoft Office PowerPoint and Word 2007
Mixed environment that has Microsoft Office OneNote 2007
Performance and scalability
Business data and processes planning (SharePoint Foundation)
Plan for Business Connectivity Services (SharePoint Foundation 2010)
Business Connectivity Services overview (SharePoint Foundation 2010)
Typical solutions based on Business Connectivity Services
Business Connectivity Services security overview (SharePoint Foundation 2010)
About this article
Business Connectivity Services security architecture
Accessing external data
Business Connectivity Services authentication overview
Configuring Business Connectivity Services for credentials authentication
Configuring Business Connectivity Services for claims-based authentication
Business Connectivity Service permissions overview
What can permissions be set on?
Special permissions on the Business Data Connectivity service
Common tasks and their related permissions
Securing Business Connectivity Services
Service account
Server to server communication
Applications that use FileBackedMetadataCatalog
Diagnostic logging in Business Connectivity Services overview (SharePoint Foundation 2010)
Diagnostic logging in Business Connectivity Services
About Activity IDs
Diagnostic logging on servers
Example: using diagnostic logging
Plan workflows (SharePoint Foundation 2010)
Workflows overview (SharePoint Foundation 2010)
Workflow overview
Benefits of using workflows
Automating business processes
Workflows improve collaboration
Predefined workflows
Sample workflow scenario
Workflow types: Declarative and compiled
Workflow templates
Workflow associations
Choose a workflow authoring tool (SharePoint Foundation)
Authoring workflows with Visual Studio 2010 and WF Workflow Designer
Authoring workflows with Microsoft SharePoint Designer 2010
Authoring tool comparison
Plan for workflow security and user management (SharePoint Foundation 2010)
List manager, administrator, and developer roles and responsibilities
Workflow developers
Site administrators
List administrators (anyone with Manage List or Web Designer permissions)
Running workflows as an administrator
Workflow configuration settings
Required permissions to start a workflow
Central Administration settings
Information disclosure in task and workflow history lists
Spoofing and tampering attacks in the task and workflow history lists
Security issues in the workflow history list
User-Impersonation Step type for declarative workflows
Approval Workflow: A Scenario (SharePoint Foundation 2010)
Authoring a workflow
Associating a workflow
Associating a workflow with a site
Starting a workflow
Interacting with a workflow
Summarizing the process
Plan site creation and maintenance (SharePoint Foundation 2010)
Plan process for creating sites (SharePoint Foundation 2010)
Determine who can create sites and a method for site creation
Plan for Self-Service Site Management
Plan for custom site creation processes
Worksheet
Plan site maintenance and management (SharePoint Foundation 2010)
Plan for site maintenance
Plan for managing site collections
Plan site collection quotas
Plan site use confirmation and deletion
Worksheet
Plan quota management (SharePoint Foundation 2010)
About planning quota management
Determine quota template settings
Determine recycle bin settings
Delete unused Web sites
Plan e-mail integration (SharePoint Foundation 2010)
Plan incoming e-mail (SharePoint Foundation 2010)
About incoming e-mail
Key decisions for planning incoming e-mail
Using a basic scenario
Using an advanced scenario
Configuration options and settings modes
Plan incoming e-mail worksheet
Plan outgoing e-mail (SharePoint Foundation 2010)
About outgoing e-mail
Key planning phases of outgoing e-mail
Outbound SMPT server
From and Reply-to addresses
Character set
Server farm and environment planning (SharePoint Foundation 2010)
System requirements (SharePoint Foundation 2010)
Hardware and software requirements (SharePoint Foundation 2010)
Overview
Hardware requirements—Web servers, application servers, and single server installations
Hardware requirements—Database servers
Software requirements
Minimum requirements
Optional software
Access to applicable software
Plan browser support (SharePoint Foundation 2010)
About planning browser support
Key planning phase of browser support
Browser support levels
Browser support matrix
Browser details
ActiveX controls
URL path length restrictions (SharePoint Foundation 2010)
Understanding URL and path lengths
SharePoint URL composition
URL Encoding
URL parameters
URL path length limitations
SharePoint URL path length limitations
Internet Explorer URL length limitations
Resolving URL length problems
IP support (SharePoint Foundation 2010)
Logical architecture planning
Services architecture planning (SharePoint Foundation 2010)
About service applications
Services infrastructure and design principles
Deploying services
More granular configuration of services
Service application groups
Logical architecture
Connections for service applications
Service application administration
Plan for host-named site collections (SharePoint Foundation 2010)
About host-named site collections
About host headers
Create a host-named site collection
Programmatically create a host-named site collection
Use managed paths with host-named site collections
Expose host-named sites over HTTP or SSL
Configure SSL for host-named site collections
Use host-named site collections with off-box SSL termination
Plan authentication (SharePoint Foundation 2010)
Plan authentication methods (SharePoint Foundation 2010)
Supported authentication methods
Authentication modes— classic or claims-based
Implementing Windows authentication
Implementing forms-based authentication
Implementing SAML token-based authentication
Choosing authentication for LDAP environments
Planning zones for Web applications
Architecture for SAML token-based providers
Plan security hardening (SharePoint Foundation 2010)
Secure server snapshots
Web server and application server roles
Database server role
Specific port, protocol, and service guidance
Blocking the standard SQL Server ports
Service application communication
File and Printer Sharing service requirements
Service requirements for e-mail integration
SharePoint 2010 Products services
Web.config file
Plan automatic password change (SharePoint Foundation 2010)
Configuring managed accounts
Resetting passwords automatically on a schedule
Detecting password expiration
Resetting the account password immediately
Synchronizing SharePoint Foundation account passwords with Active Directory Domain Services
Resetting all passwords immediately
Credential change process
SQL Server and storage (SharePoint Foundation 2010)
Overview of SQL Server in a SharePoint environment (SharePoint Foundation 2010)
SharePoint 2010 Products and the SQL Server database engine
Working with the SQL Server databases that support SharePoint 2010 Products
SQL Server as a data platform for business intelligence in SharePoint 2010 Products
SQL Server database engine
SQL Server Analysis Services (SSAS): multi-dimensional data
SQL Server Analysis Services: data mining
SQL Server Reporting Services (SSRS)
SQL Server Integration Services (SSIS)
Business Intelligence Development Studio (BIDS)
PowerPivot for Excel and PowerPivot for SharePoint
Master Data Services
StreamInsight and complex event processing
Related content
Overview of Remote BLOB Storage (SharePoint Foundation 2010)
Introduction to RBS
Using RBS together with SharePoint 2010 Products
Plan for remote BLOB storage (RBS) (SharePoint Foundation 2010)
Review the environment
Content database sizes
Content type and usage
Evaluate provider options
Plan for business continuity management (SharePoint Foundation 2010)
Business continuity management capabilities
Service level agreements
Related content
Plan to protect content by using recycle bins and versioning (SharePoint Foundation 2010)
Protecting content by using recycle bins
First-stage Recycle Bin
Second stage (Site Collection) Recycle Bin
Protecting content by using versioning
Plan for backup and recovery (SharePoint Foundation 2010)
Define business requirements
Choose what to protect and recover in your environment
Choose what to recover from within SharePoint content databases
Protecting customizations
Protecting workflows
Protecting service applications
Protecting SQL Server Reporting Services databases
Choose tools
Test hardware
Determine strategies
Plan for enhanced backup and recovery performance
Follow recommendations for configuring SQL Server and storage
Minimize latency between SQL Server and the backup location
Avoid processing conflicts
Follow SQL Server backup and restore optimization recommendations
Ensure sufficient write performance on the backup drive
Related content
Backup and recovery overview (SharePoint Foundation 2010)
Backup and recovery scenarios
Backup architecture
Farm backup architecture
Granular backup and export architecture
Recovery processes
Restoring from a farm backup
Restoring from a site collection backup
Recovering from an unattached content database
Related content
Plan for availability (SharePoint Foundation 2010)
Availability overview
Costs of availability
Determining availability requirements
Choosing an availability strategy and level
Hardware component fault tolerance
Redundancy within a farm
Redundancy and failover between closely located data centers configured as a single farm ("stretched" farm)
Plan for disaster recovery (SharePoint Foundation 2010)
Disaster recovery overview
Choose a disaster recovery strategy
Planning for cold standby data centers
Planning for warm standby data centers
Planning for hot standby data centers
Service application redundancy across data centers
System requirements for disaster recovery
Virtualization planning (SharePoint Foundation 2010)
Virtualization support and licensing (SharePoint Foundation 2010)
SharePoint 2010 Products support for virtualization
Server virtualization using Hyper-V technology
Operating system environment (OSE) licensing
SharePoint 2010 Products licensing
Hyper-V virtualization requirements (SharePoint Foundation 2010)
Hardware
Software
Plan for virtualization (SharePoint Foundation 2010)
Create a plan for deploying SharePoint Foundation 2010 in a virtual environment
Performance and capacity test results and recommendations (SharePoint Foundation 2010)
Planning worksheets for SharePoint Foundation 2010
Planning worksheets by task
Planning worksheets by title
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Getting help
Every effort has been made to ensure the accuracy of this book. This content is also available online in the Office System TechNet Library, so if you run into problems you can check for updates at:
If you do not find your answer in our online content, you can send an e-mail message to the Microsoft Office System and Servers content team at:
If your question is about Microsoft Office products, and not about the content of this book, please search the Microsoft Help and Support Center or the Microsoft Knowledge Base at:
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Planning and architecture for SharePoint Foundation 2010
IT pros can use the content in the planning and architecture guides to develop conceptual, logical, and physical designs for configuring Microsoft SharePoint Foundation 2010 features, servers, and topologies. This section also provides recommendations for system designs based on customer scenarios and includes information to help IT pros design a highly reliable, consistently available, and scalable system.
Downloadable resources
Technical diagrams
Planning worksheets
Planning articles
Site and solution planning / Server and farm environment planningFundamental site components
Security for sites and content
Sandboxed solutions
Collaboration sites
Document management
Business data and processes
Quota management / System requirements
Authentication
Security hardening
Automatic password change
Business continuity management
Virtualization
Technical diagrams (SharePoint Foundation 2010)
Many of these resources are visual representations of recommended solutions. They include poster-sized documents available in formats including Microsoft Office Visio 2007 or Microsoft Visio 2010 files (.vsd), PDF files, and XPS files. You might need extra software to view these files. See the following table for information about opening these files.