Archive for March, 2009|Monthly archive page
Site collections vs sub sites
Last week I blogged about site collection sizing. I found some additional an valuable resources to help decide whether to use a site collection or a sub site and in what combination. Jeff has a useful list of questions to help you:
Yes answers imply you should create a new site collection, No answers imply you should use an existing site collection:
Does this site request…
…potentially contain more than 5 GB of data (5 GB is my default site quota size)?
…potentially require more than 20 SharePoint security groups (or contain > 200 unique users or AD groups).
…have an owner who is capable of becoming a site administrator but does not already own other sites?
…exist as part of a business structure that might get re-organized in the forseeable future?
…require custom workflows, web parts, content types, list or site definitions, or other deployed features that are not part of your standard site package? (exclude SharePoint Designer workflows since they are no-code)
…represent a function that crosses organization boundaries?
…not logically fit into an existing site collection?
Furthermore I came across a great presentation on this topic by MVP’s Gary Lapointe and Jason Medero from their session at the SharePoint Best Practices conference in San Diego.
This session will cover the pros and cons of using site collections and the best practices that affect the decisions to use them. We will look at the various ways in which a logical, hierarchical, taxonomy can be met using site collections and how to keep various assets synchronized between related site collections. Also, because sometimes even the best laid plans can’t account for the unforeseen we will delve into the various approaches available to change the site collection architecture post implementation (how and why you might need to convert sub-sites to site collections and site collections to sub-sites).

Download the slides of their presentation Sub-site or Site Collection?.
Case: Dutch Radiocommunications Agency
Often I’m asked for all kinds of SharePoint cases. A great resource for SharePoint web content management cases is Public Web Sites hosted on SharePoint by Ian Morrish. Also check out this selection of Ian’s list by Joel Oleson.
Inspired by Ian and Joel I’m starting a collection of cases as well. The first one is the public website of the Dutch Radiocommunications Agency.

SharePoint branding components
Earlier this week someone asked me to explain the different components involved in branding or customizing the user interface in SharePoint. While searching for some explanatory diagrams I came across a presentation on the website of the Minnesota SharePoint User Group by Lori Neff on Branding SharePoint 2007.

Furthermore I remembered a great article by Heather Solomon that does a great job explaining SharePoint 2007 design component relationships:
One of the MOSS 2007 buzzwords is master pages. But what all does that entail? How does the master page work with the content in the site and how do we do things like add web part zones and field controls? To aid and benefit SharePoint designers and those of us assigned to user interface customization, here is a break down of the relationships between master pages, page layouts, controls and content types. This is not a technical breakdown with sample code, this is just to explain the relationships between these core concepts in MOSS 2007.

Microsoft whitepaper: Five Ways SharePoint Can Save You Money
An interesting white paper when working on a business case for SharePoint was published by Microsoft, Five Ways SharePoint Can Save You Money:
In this paper, we look at how Microsoft SharePoint Products and Technologies can help you to reduce TCO and maximize ROI for your enterprise solutions. SharePoint Products and Technologies provide a comprehensive suite of features in all areas of information management, and can enable you to consolidate all your enterprise solutions into a single, manageable platform. (…) The paper focuses on five specific ways in which SharePoint Products and Technologies can save you money. When you adopt SharePoint Products and Technologies in your organization, you can:
- Reduce IT costs and complexity
- Reduce development costs
- Simplify management and training
- Improve employee productivity
- Enhance the effectiveness of customer service and sales teams
Thanks to Michael Greth / @mysharepoint.
Visio templates for planning & designing SharePoint 2007
Visio is a great tool to use when designing SharePoint applications. With the proper templates and shapes you can create all sorts of diagrams in no time, from user interface designs to logical architectural diagrams and more. I’ve collected some of the templates and shapes created by others I found and use very often.
Ferry, a former colleague at Tam Tam, made a great Visio template for creating interaction designs for applications in SharePoint 2007: Visio template and stencil for designing SharePoint (MOSS) 2007 portals and sites. This template works great as a ground layer for your designs.
Some great additions to Ferry’s template I use are not specifically made for SharePoint but for information architects in general. Nick Finck published Visio Stencils for Information Architects that contain stencils for wire frames, sitemaps and process flows. Similar to Nick’s stencils are Garret Dimon’s Visio-templates and stencils.
If you want to design a site structure for SharePoint in Visio, Maxime has a created very helpful template with icons for site collections, sub sites and site content like documents, tasks, pictures and more.
For drawing more technical diagrams you can download some stencils on the Microsoft SharePoint IT Pro documentation team‘s blog: Visio Stencils for Design Architecture Posters. You might find this list of models, scenarios and flowcharts for SharePoint on TechNet published by Arno Nel interesting as well.
And there’s a collection of commercial Shapes on Visio 2007 shapes for SharePoint (MOSS) 2007 & WSS 3.
SharePoint containment hierarchy
When you’re designing a logical architecture for SharePoint you need to understand the different containment elements and their hierarchy. Joel created this helpful illustration to help you understand the hierarchy:
In Understanding the Microsoft Office SharePoint Server 2007 containment hierarchy to design efficient information architectures Brian considers design decisions for each element:
The containment hierarchy within SharePoint will govern how you store information, your portal’s performance, extensibility and the general management and control you have over the growth of the usage of the SharePoint infrastructure.
And the TechNet article Plan for software boundaries is very helpful as well.
Site collection sizing
Today I got into a discussion on site collection sizing. This post is to preserve the results of my search for the answer. Joel recommends a maximum of 15 GB:
In WSS 3.0/MOSS 2007 I recommend you pick a maximum site collection quota of no larger than 15GB, excluding the top level site collection and to move sites to dedicated databases where they need to grow beyond this.
Bill Baer also wrote an excellent article on Site Collection Sizing Considerations:
Site collections where growth is limited to a maximum of 15GB provide both ease of management and overall sustainability in terms of resources the ability to manipulate the site collection. Maintaining an environment with many site collections can be achieved through a proper governance plan, leveraging Site Directory taxonomy and the Windows SharePoint Services search service. In the situation where aggregation is desired, Microsoft Office SharePoint Server 2007 can be leveraging establishing an aggregation portal making the results from all site collections hosted on a Web application to be available to the portal through the Office Server search service and properly defined scopes.
There’s also a great article on TechNet that’s very useful in planning your SharePoint architecture: Plan for software boundaries.
Example SharePoint governance plan
Yesterday Joel Oleson had a new governance plan published to TechNet, a SharePoint Collaboration Governance plan:
It is a guideline outlining the administration, maintenance, and support of Fabrikam’s planned SharePoint deployment. It identifies lines of ownership for the business and technical teams and identifies who responsibilities for areas of the system. The plan also establishes rules for appropriate use of the SharePoint environments.
On his blog Joel explains:
It essentially takes a number of classic examples, plus some best practices and runs through what I (and Paul Culmsee) like to call the choose your own adventure of SharePoint. This Collaboration Governance plan is the essentials of coming up with a service offering that’s focused on the idea of an SharePoint as collaboration.
Download the SharePoint Collaboration Governance Plan on Technet.
Must haves for SharePoint enterprise deployment
Spencer wrote a very useful overview of important components in any serious enterprise scale SharePoint deployment that often get overlooked in budgeting, the business case and projects:
Backup and Restore
Out of the box doesn’t cut it. SLAs, Site Deletion etc. (…) There are a bunch of options here. AvePoint is the market leader simply because they had the solution in this space for previous versions and it is proven. Other options include Quest Recovery Manager and Microsoft’s Data Protection Manager, which offers a new approach to backup and restore of massive data sets.
Anti-Virus
The host anti-virus installed on your SharePoint servers is not adequate, it will *not* scan incoming (uploaded) files as those files never touch the file system on the boxes, they go straight into a blob in the database. (…) Microsoft Forefront Security for SharePoint (formerly Antigen), Bit Defender and Trend Portal Protect are all options in this space. Forefront has a decent management UI and multiple scan engines. It’s licensed on a per user basis or as part of your existing Enterprise Agreement.
Systems Management
If you are deploying a farm of any reasonable size you need a systems management toolset that can monitor operations, correlate logs and events for diagnostic and performance analysis/trending. (…) It’s common for enterprises to wish to use their existing toolset here, and whilst that is a reasonable goal, it’s not so practical as most tools don’t have SharePoint agents or management packs. If you are OK with implementing those yourself then Tivoli and NetIQ are good options. Microsoft System Center Operations Manager is another great option here as this has pre-defined management packs for SharePoint (and the rest of the stack) which you can easily tweak for your deployment.
Usage Analysis (end user and IT)
OOTB stats are reasonable for very small deployments but simply don’t cut the mustard elsewhere except in the realm of search usage. (…) Nintex and Quest both have good tools in this space, as do some of the usual suspects such as WebTrends. (…) This area is often combined with Systems Management as there is significant overlap.
Metadata and filters vs. folders
One of the first things newbie’s to SharePoint do when they see a document library is start creating folders to organize their documents within a doclib. In most cases the combination of meta data and filters is a much better solution, as is argued by Joris (amongst others):
Metadata is the way to go in SharePoint – if you use meta data you can use search, filters and custom views to organize your documents. This provides for a lot more flexibility.
In some cases it can be useful to use folders to bring some structure to a document library. In those cases I’d recommend adding metadata on the folder level as well, so you can use best of both worlds. From a functional perspective Mikhail describes the added value of this. If you’re convinced and like to know how it’s done, Sumit has written a great how to on adding metadata to a folders. Michael adds his two cents in this blog post.
My former colleague Eric has written in a great post on the subject of folders and metadata in SharePoint in Dutch.
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