Turbo-Charge Collaboration by Automating Site Provisioning in SharePoint 2010Bob German

SharePoint Practice Director

BlueMetal Architects

Agenda

Sites and Site Collections The Challenge Three recipes for success:

Very simple – Client sideMedium – Sandboxed solutionFull featured – Farm solution

SharePoint Containers

Farm

Web Application

Content Database

Site Collection

Top-level Site List/Library

Item

Item

Site Collection

Top-level Site

List/Library Item

Site List/Library Item

Site List/Library Item

Content Database

Site Collection

Top-level Site List/Library Item

Web Application

Content Database

Site Collection

Top-level Site

List/LibraryItem

Item

List/LibraryItem

ItemSite

Storage Management

Independent Administration

Authentication and high-level policy settings;

Shared Service Connections

Site Collections

SharePoint Groups Root of permission inheritance Storage and Sandbox Quotas Navigation Rollups with SPQuery or

Content Query Web Part Content Types and Site Columns* Lookup lists Galleries (Web parts, Solutions, Master Pages, etc.)

Many things are scoped at the Site Collection

Farm

Web Application

Site Collection Top Level Site

Site

Site

Site Collection Top Level Site

Site

Site

Web Application

Site Collection Top Level Site

Site Collection Top Level SiteShared Service

Provider

Content DB 1

Content DB 2

Content DB 3

A site collection cannot span content DB’s, butA content DB can have many site collections

Some of us still miss the site directory, which was removed in SharePoint 2010…

The ChallengeHow do you empower end-users to create SharePoint sites while making sites consistent, organized, and discoverable?

Out-of-the-BoxSelf Service Site CollectionProvisioning

Simple Site Provisioning

Creates child sites in a site collection Runs on the client using the Client Object Model

Can run in a Content Editor Web Part! Can run as a SharePoint 2013 app!

Lists sites directly – no separate directory Users need to have permission to create a site

Simple SiteProvisioningClient-side site listingand creation

Custom Workflow Activity

Runs in the sandbox and on Office 365 Custom workflow action creates and configures a child site Out of the box workflow actions provide approval and

directory update Workflow runs as a privileged user to allow any user to

request a site

Site Creation WorkflowCustom Action

Works in Office 365 oron-premises

Advanced Scenario

Create site collections, not just child sites Use web templates to provide tailored and consistent sites Maintain metadata and directories for multiple site types Work robustly across farms

Createan

Application

Starta

Community

Create aProject

Site

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Site Directory

ProjectsCommunitiesApplications

Search

Title Geography Department Keyword

► SC1 ---------- ---------- ---------

▼ SC2 ---------- ---------- ---------

Child site Information here

► SC3 ---------- ---------- ---------

Site Information

Extend

Title: Project AlphaProject Alpha is a joint effort between the ABC and XYZ departments to automate QC processes

Business Contact: Alan TuringContacts: <site collection admins>Department: ABCNorwood, MAYour site expires in: 140 days

Tag this site

User Experience

Site Request PageSite Directory

Site MetadataWeb Part

Shared Services Farm

AppsFarm

Site DirectorySite Collection

Metadata

Site Collection

Metadata

Site Collection

Metadata

Site CollectionRequest and Creation

RequestList

RequestList

RequestList

WorkflowWorkflowWorkflow

CollabFarm

SharePoint Site Hub

Shared Services Farm

AppsFarm

CollabFarm

Site Directory

Site Collection

Metadata

Site Collection

Metadata

TimerJob

TimerJob

Site Collection

Metadata

TimerJob

Site CollectionMetadata Synchronization

Site Provisioning SolutionMulti-farm solution

Uses any approval workflow

Maintains metadata and directory

Could create sites orsite collections with thisdesign

Summary

Automate site creation to: Balance user empowerment with governance Provision sites consistently Maintain a directory and site metadata

Choose wisely between sites and site collections In sandboxed solutions:

Elevate privileges with workflow “Impersonation Steps” Beware of calling sandboxed solutions from sandboxed

solutions In SharePoint 2013 apps:

Elevate privileges via app identities

Recap

Thank You