Building Extranets with SharePoint

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Welcome to the
Minnesota SharePoint
User Group
September 9th, 2009
Building Extranets with SharePoint
Brian Caauwe
http://www.sharepointmn.com
Meeting # 58
Agenda
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Introductions
Features Alignment
Break
Technical Challenges
Wrap up and Drawing
http://www.sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on Microsoft
SharePoint Technologies
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Educate user group members about SharePoint Technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions
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Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
Microsoft (www.microsoft.com)
http://www.sharepointmn.com
www.sharepointmn.com
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Website for user group
SharePoint resource documents
SharePoint resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
www.sharepointmn.com
http://www.sharepointmn.com
Upcoming Schedule
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Next Meeting
• October 14th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topic: Panel Discussion
Check www.sharepointmn.com for updates!
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office
http://www.sharepointmn.com
Conferences
SharePoint Conference 2009 – October 19-22, 2009
http://www.mssharepointconference.com
Las Vegas, NV
Local Events
Twin Cities SharePoint Camp – September 19, 2009
http://www.twincitiessharepointcamp.com
Edina, MN
Minneapolis Office Developer Interest Group – October
http://www.sharepointmn.com/MODIG
Topic: SharePoint and Office 2010 stuff…
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Announcements
• Microsoft Virtualization: Best Choice for SharePoint
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http://blogs.msdn.com/sharepoint/archive/2009/09/02/microsoft-virtualization-best-choice-forsharepoint.aspx
• SharePoint Administration Toolkit v4
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http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-the-fourth-release-of-themicrosoft-sharepoint-administration-toolkit.aspx
• SharePoint in Plain English Video
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http://www.microsoft.com/video/en/us/details/76e8d3af-c2bd-42a6-bb12-befcbd041bf1
http://www.sharepointmn.com
Presentation
http://www.sharepointmn.com
Extranet Definition – (ěk'strə-nět‘)
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Merriam Webster
A network (as of a company) similar to an intranet that also allows access by certain others (as customers or
suppliers)
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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.
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Scenarios
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Customers
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Partners
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Intranet
Client / Project Sites
Collaboration
Employees
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Internal Systems
Internet
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Extranet
Collaboration
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Starting point to collaborate with outside sources
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More than just document libraries
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Project Timelines
Tasks Assignment
Alerts / Notifications
Contact Information
Be creative with use of lists
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Survey’s
Discussion Boards
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Portal
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Employee Profile Information
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Audience Targeting Content
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Highlight new products / initiatives
Push content to internal users
Site Directory / Navigation
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MySite public profile
Summary Links web part
Require categories
Publishing vs. Collaboration navigation options
Branding / Consistency
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Alternate CSS
Theme
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Search
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Internal People Search
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Best Bests / Keywords
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Scopes and Tabs
Auditing / Usage analysis
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Drive traffic
Product name changes
Customizing search results
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Modify People scope for internal only
Review how people are utilizing search
Think from an internal AND external perspective
Search results are security trimmed
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Content Management
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Consistency
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Content Types
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Page Layouts
Master Pages
Site Columns
Templates
Versioning
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Major / Minor
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Pages vs. Lists
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Permissions Management
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Business Process
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Out of the box Workflows
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SharePoint Designer Workflows
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Out of the box options
Custom activities: http://www.codeplex.com/SPDActivities
InfoPath
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WSS
MOSS
Forms Services
Publishing with multiple URL’s
Custom List Forms
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New
Edit
Display
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Business Intelligence
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Dashboards
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Excel Services
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Key Performance Indicators
Connected web parts
Provide read only system data
Build charts, graphs
Business Data Catalog
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Tag items with business data
Search business data
http://www.sharepointmn.com
Challenges
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Information Accessibility
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Authenticating Users
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Ensuring a secure environment
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Maintaining a corporate image
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How is an extranet licensed
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Extranet Governance
http://www.sharepointmn.com
Break
http://www.sharepointmn.com
Challenges : Information Accessibility
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Where are my servers located?
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How is my firewall affected?
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What other related products do I need to consider?
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Does this require high availability?
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How do I ensure authentication is secured?
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How does this effect my SharePoint architecture?
http://www.sharepointmn.com
Architecture
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Server Locations
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Inside network
Perimeter network
Collocation environment
Combine hardware
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Intranet
Extranet
Internet
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Firewall Configuration
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ISA Server / TMG Server / IAG
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Load balancing for high availability
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Architecture (cont’d)
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Authentication
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Domain Trusts
LDAP / SQL
Federation
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SSL for authentication
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SharePoint Architecture
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Web Applications / SSP alignment
Sites / Site Collections (security inheritance … good & bad)
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Challenges : Authenticating Users
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How do users log in?
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Where are their credentials stored?
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What is the user experience?
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How is client integration affected?
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Authentication
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Windows Authentication
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NTLM
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Kerberos
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Web Single Sign-On (Federation / ADFS)
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URL Challenge for multiple authentication types
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Authentication (cont’d)
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Forms Based Authentication
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Windows Live
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SQL
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http://fba.codeplex.com
ADAM
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http://spwla.codeplex.com
http://www.microsoft.com/downloads/details.aspx?FamilyId=D9AF2C25-989C-45C4-8008-1F15722190ED&displaylang=en
Managing Users
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IIS 7.0 Management Utilities
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ASP.NET Membership Provider (Development)
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Challenges : Ensuring a secure environment
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What tools are available?
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How can I secure my farm?
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How do I ensure site privacy?
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Do I need additional anti-virus protection?
http://www.sharepointmn.com
Security: Hardening
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Extranet Hardening Tool
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Security Compliance Management Toolkit (Group Policy Accelerator)
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Server 2003: http://technet.microsoft.com/en-us/library/cc163140.aspx
Server 2008: http://technet.microsoft.com/en-us/library/cc514539.aspx
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Server Permission modification
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Non-standard ports (proxy)
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Forefront
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Security: Hardening (cont’d)
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Extranet Hardening Tool: Back-to-back perimeter
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Visio Template: http://go.microsoft.com/fwlink/?LinkId=85531&clcid=0x409
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Extranet hardening planning tool: Back-to-back perimeter
Use this planning tool with the following article: Plan security hardening for extranet environments (http://go.microsoft.com/fwlink/?LinkId=85531&clcid=0x409)
Internet Security and Acceleration
(ISA) Server A
Internet
Ports and protocol requirements
Perimeter Network
ISA Server A
Router A
Administrator
Workstation
Web Server
Central
Administration
Web Server
& Query
Server
Index
Server
*
*
File and printer sharing service — Either of the following:
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TCP/UDP 445 (SMB) — Recommended
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TCP/UDP 137, 138, 139 (NetBIOS over TCP/IP) — Disable
if not used
Active Directory
Domain
Controller
Office Server Web Services — TCP 56737, TCP 56738 (SSL)
Database communication:
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TCP/SSL 1433 (default instance)
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TCP/SSL random ports — named instance, customizable
Search crawling — depending on how authentication is
configured:
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TCP 80
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TCP 443 (SSL)
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Custom ports
Web
Servers
Layer 2
Application Servers
and Database
Servers
SQL
Server
One-way data
stream for content
publishing
Layer 3
DNS and Domain
Controller
This back-to-back perimeter network topology diagram illustrates the server and client roles
across an extranet environment. The purpose of the diagram is to articulate each of the possible
roles and their relationship to the overall environment. Consequently, the query role appears
twice. In an actual implementation, the query role is deployed either on Web servers or as an
application server, but not both. Moreover, if the query role is deployed to the Web servers, it is
deployed to all Web servers in a farm. For the purpose of communicating hardening
requirements, the diagram illustrates all options. The routers illustrated can be exchanged for
firewalls.
Single Sign-on Service — TCP 135 and either:
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Static RPC—restricted high ports (recommended)
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Dynamic RPC—random high ports in the range of TCP
1024-65535.
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Only if the query role is deployed to Layer 2.
TCP/UDP 389 by default, customizable (LDAP)
TCP 636 by default, customizable (LDAP SSL)
TCP 3268 (LDAP GC)
optional
TCP 25 (SMTP) — route outgoing e-mail through
either SMTP or a dedicated e-mail server
TCP 3269 (LDAP GC SSL)
TCP/UDP 53 (DNS)
TCP/UDP 88 (Kerberos)
TCP/UDP 445 (Directory Services)
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TCP/UDP 749 (Kerberos-Adm)
TCP 750 (Kerberos-IV)
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Only required to maintain a domain trust relationship between the
perimeter domain and the corporate domain.
http://www.sharepointmn.com
TCP/UDP 389 by default, customizable (LDAP)
TCP 636 by default, customizable (LDAP SSL)
TCP 3268 (LDAP GC)
TCP 3269 (LDAP GC SSL)
TCP/UDP 53 (DNS)
TCP/UDP 88 (Kerberos)
TCP/UDP 445 (Directory Services)
TCP/UDP 749 (Kerberos-Adm)
TCP 750 (Kerberos-IV)
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Only required to maintain a domain trust relationship between the perimeter
domain and the corporate domain.
Ports and protocol requirements
Client access — one or more of the following:
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TCP 80
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TCP 443 (SSL)
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Custom ports (additional ports to access additional Web
applications)
TCP/UDP 135 (RPC)
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TCP/UDP 135 (RPC)
Router/Firewall B
Only if the query role is deployed to Web servers in Layer 1.
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Central
Administration
SQL
Server
Excel Calculation
Services
Layer 1
Web Servers
TCP 25 (SMTP) — route outgoing e-mail through
either SMTP or a dedicated e-mail server
Content publishing:
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Port number of the Central Administration site on the
destination server farm.
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TCP 80 or TCP 443 (SSL) — For SOAP and HTTP Post
Content staging
farm
TCP 25 (SMTP) — route outgoing e-mail through
either SMTP or a dedicated e-mail server
+
optional
DNS
Query
Server
Ports and protocol requirements
optional
Client access — one or more of the following:
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TCP 80
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TCP 443 (SSL)
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Custom ports (additional ports to access
additional Web applications)
Users
Router/Firewall A
Client access — one or more of the following:
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TCP 80
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TCP 443 (SSL)
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Custom ports (additional ports to access additional Web
applications)
Ports and protocol requirements
ISA Server B
Client access — one or more of the following:
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TCP 80
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TCP 443 (SSL)
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Custom ports (additional ports to access
additional Web applications)
TCP 25 (SMTP) — route outgoing e-mail through
optional either SMTP or a dedicated e-mail server
ISA Server B
Corporate Network
Router B
Content publishing:
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Port number of the Central Administration site on the
destination server farm.
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TCP 80 or TCP 443 (SSL) — For SOAP and HTTP Post
Ports and protocol requirements
TCP/UDP 135 (RPC)
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TCP/UDP 389 by default, customizable (LDAP)
TCP 636 by default, customizable (LDAP SSL)
*
*
TCP 3268 (LDAP GC)
TCP 3269 (LDAP GC SSL)
TCP/UDP 53 (DNS)
TCP/UDP 88 (Kerberos)
TCP/UDP 445 (Directory Services)
*
*
TCP/UDP 749 (Kerberos-Adm)
TCP 750 (Kerberos-IV)
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Only required to maintain a domain trust relationship between the
perimeter domain and the corporate domain.
Security: SharePoint Permissions
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Active Directory Groups
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SharePoint Groups
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Forms Based Authentication Users and Roles
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People Picker
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FBA considerations
Additional domains
SharePoint Admin Toolkit – Permissions Reporting Tool
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http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-the-fourth-release-of-themicrosoft-sharepoint-administration-toolkit.aspx
http://www.sharepointmn.com
Challenges : Maintaining a corporate image
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How is branding an extranet different than an intranet or public internet site?
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How do I retain a similar look and feel?
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How do I ensure appropriate content is viewable?
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How do I integrate external company logos?
http://www.sharepointmn.com
Branding / Content Management
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Scenarios
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Consistency
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Page layouts
Master pages
Approval
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Intranet
Extranet
Public Internet
Approval Workflow
Moderators
Co-branding
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Combined user experience
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Challenges : How is an extranet licensed
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Do I need an External Connector?
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What do I need for CAL’s?
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How do I license SQL?
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Does it matter what approach is used for authentication?
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Licensing : Company A
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Employee Portal
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Authenticated Employees must have CAL’s
Partner / Customer Extranet
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Authenticated Employees must have CAL’s
Authenticated Non-Employee users can have CAL’s or External Connector
SQL External Connector required for non-employees
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Employees authenticate using Active Directory
Non-Employees are authenticating using SQL FBA
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Licensing : Company B
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Partner / Customer Extranet
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Authenticated Employees must have CAL’s
Authenticated Non-Employee users can have CAL’s or External Connector
SQL External Connector required for non-employees
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Employees authenticate using Active Directory
Non-Employees are authenticating using Windows Live FBA
Anonymous Access Portal
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Authenticated Employees must have CAL’s for content management
Anonymous access requires External Connector
SQL External Connector required for non-employees
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Employees authenticate using Active Directory
http://www.sharepointmn.com
Licensing
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Contact your licensing representative
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MOSS 2007 FAQ – Licensing
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http://office.microsoft.com/en-us/sharepointserver/HA101655351033.aspx#2
http://www.sharepointmn.com
Challenges : Extranet Governance
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What are the expected Service Level Agreements?
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How are end users trained?
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What is the expected lifecycle of information?
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Do I need to manage quotas for storage?
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Do I need to manage multi-lingual sites?
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How is extranet information communicated to external users?
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What is acceptable use of the extranet?
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Extranet Governance
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Service Level Agreements
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Training
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Frequently Asked Questions
SharePoint Training Kit: http://www.microsoft.com/downloads/details.aspx?familyid=673DC932-626A4E59-9DCA-16D685600A51&displaylang=en
Information Lifecycle
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Patch Management
Backup / Recovery
Site lifecycle
Content lifecycle
Storage
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Site Collection Quota
Content Database footprint
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Extranet Governance (cont’d)
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Multi-Lingual
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Communication
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Language Packs
Variations
Internal Communication
External Communication
Acceptable Use
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Publishing Content
Collaboration Content
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Q&A
http://www.sharepointmn.com
References
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Microsoft
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Extranet Collaboration Toolkit:
http://www.microsoft.com/downloads/details.aspx?FamilyId=D9AF2C25-989C-45C4-80081F15722190ED&displaylang=en
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Extranet Hardening Tool: http://go.microsoft.com/fwlink/?LinkId=85531&clcid=0x409
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MOSS 2007 FAQ: http://office.microsoft.com/en-us/sharepointserver/HA101655351033.aspx#2
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Security Compliance Management Toolkit (Group Policy Accelerator)
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Server 2003: http://technet.microsoft.com/en-us/library/cc163140.aspx
Server 2008: http://technet.microsoft.com/en-us/library/cc514539.aspx
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SharePoint Admin Toolkit: http://blogs.msdn.com/sharepoint/archive/2009/08/27/announcing-thefourth-release-of-the-microsoft-sharepoint-administration-toolkit.aspx
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SharePoint Training Kit: http://www.microsoft.com/downloads/details.aspx?familyid=673DC932-626A4E59-9DCA-16D685600A51&displaylang=en
http://www.sharepointmn.com
References (cont’d)
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Codeplex
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Custom activities: http://www.codeplex.com/SPDActivities
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FBA SQL Management: http://fba.codeplex.com
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Windows Live: http://spwla.codeplex.com
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