Deploying SharePoint 2016 Best Practices for Installing, Configuring, and Maintaining SharePoint Server 2016 — Vlad Catrinescu Trevor Seward Deploying SharePoint 2016 Best Practices for Installing, Configuring, and Maintaining SharePoint Server 2016 Vlad Catrinescu Trevor Seward Deploying SharePoint 2016: Best Practices for Installing, Configuring, and Maintaining SharePoint Server 2016 Vlad Catrinescu Trevor Seward Greenfield Park, Québec, Canada Sultan, Washington, USA ISBN-13 (pbk): 978-1-4842-1998-0 ISBN-13 (electronic): 978-1-4842-1999-7 DOI 10.1007/978-1-4842-1999-7 Library of Congress Control Number: 2016958033 Copyright © 2016 by Vlad Catrinescu and Trevor Seward This work is subject to copyright. 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Readers can also access source code at SpringerLink in the Supplementary Material section for each chapter. Printed on acid-free paper To my lovely wife Leana, and my kids, Victoria and Jameson. Thank you for all of your love, guidance, and support over the years as I followed my passions! —Trevor This book is dedicated to my parents, Mircea and Iuliana, who have been an inspiration to me and believed in me, even when I didn't. Thank you for your support, without which none of my success would be possible! –Vlad Contents at a Glance About the Authors ...................................................................................................xix About the Technical Reviewer ................................................................................xxi Acknowledgments ................................................................................................xxiii Introduction ...........................................................................................................xxv ■ Chapter 1:Introduction to SharePoint 2016 ...........................................................1 ■ Chapter 2: Designing a Physical Architecture .....................................................15 ■ Chapter 3: Installing SharePoint Server 2016 .....................................................37 ■ Chapter 4: Confi guring Authentication and Security ...........................................75 ■ Chapter 5: Confi guring Add-ins ...........................................................................87 ■ Chapter 6: Confi guring the Search Service Application ....................................111 ■ Chapter 7: Confi guring the User Profi le Service ................................................141 ■ Chapter 8: Confi guring Productivity Service Applications ................................163 ■ Chapter 9: Confi guring Offi ce Online Server for SharePoint ..............................189 ■ Chapter 10: Workfl ow Manager .........................................................................203 ■ Chapter 11: SharePoint and Exchange Integration ............................................217 ■ Chapter 12: Business Intelligence Service Applications ...................................225 ■ Chapter 13: Creating Web Applications and Site Collections ............................243 ■ Chapter 14: Hybrid Scenarios ............................................................................275 ■ Chapter 15: Migrating to SharePoint Server 2016 .............................................339 v ■ CONTENTS AT A GLANCE ■ Chapter 16: Implementing High Availability and Disaster Recovery .................349 ■ Chapter 17: Patching SharePoint Server 2016 ..................................................365 ■ Chapter 18: Monitoring and Maintaining a SharePoint 2016 Deployment ........375 Index .....................................................................................................................389 vi Contents About the Authors ...................................................................................................xix About the Technical Reviewer ................................................................................xxi Acknowledgments ................................................................................................xxiii Introduction ...........................................................................................................xxv ■ Chapter 1:Introduction to SharePoint 2016 ...........................................................1 What’s New in SharePoint Server 2016 ...........................................................................3 MinRole ...................................................................................................................................................3 Data Loss Prevention ..............................................................................................................................3 Durable Links ..........................................................................................................................................4 Large File Support ..................................................................................................................................5 SMTP Encryption ....................................................................................................................................5 Zero Downtime Patching ........................................................................................................................5 Project Server Integration .......................................................................................................................6 List View Threshold .................................................................................................................................6 Fast Site Collection Creation...................................................................................................................6 Recently Shared Items ............................................................................................................................6 TLS 1.2 Encryption ..................................................................................................................................6 Hybrid Features in SharePoint 2016 .......................................................................................................7 Removed Features .........................................................................................................12 SharePoint Foundation .........................................................................................................................12 User Profi le Service Synchronization ...................................................................................................12 Excel Services in SharePoint ................................................................................................................13 Tags and Notes .....................................................................................................................................13 vii ■ CONTENTS Work Management Service ..................................................................................................................13 Standalone Install Mode .......................................................................................................................14 Next Steps ......................................................................................................................14 ■ Chapter 2: Designing a Physical Architecture .....................................................15 SharePoint Server 2016 Farm Architecture ....................................................................15 Hardware and Software Requirements ..........................................................................20 Virtualization ..................................................................................................................21 Virtualization Limitations and Restrictions ...........................................................................................21 Network Requirements ..................................................................................................22 Network Load Balancers ......................................................................................................................23 Service Accounts ............................................................................................................23 SharePoint Farm Topology Options ................................................................................25 Single Server Farm ...............................................................................................................................25 Three-Tier Farm ....................................................................................................................................25 Traditional Highly Available Farms ........................................................................................................26 MinRole Farms......................................................................................................................................28 Zero Downtime MinRole Farms ............................................................................................................28 Zero Downtime Traditional Farms .........................................................................................................30 Traditional Service Application Topology ..............................................................................................30 Streamlined Service Application Topology ............................................................................................30 Topology Service ..................................................................................................................................30 Hybrid Considerations ..........................................................................................................................31 SQL Server Architecture .................................................................................................31 Performance .........................................................................................................................................31 High Availability and Disaster Recovery ...............................................................................................31 Load Generation/Load Testing ........................................................................................32 Architecture in Action .....................................................................................................32 Business Intelligence .....................................................................................................35 Next Steps ......................................................................................................................35 viii ■ CONTENTS ■ Chapter 3: Installing SharePoint Server 2016 .....................................................37 Active Directory Confi guration .......................................................................................37 Service Accounts ............................................................................................................39 BIOS and Windows Power Management ........................................................................40 Host-Based Antivirus ......................................................................................................40 Windows Server Confi guration for SQL Server ...............................................................41 Network Adapter Confi guration ............................................................................................................41 Storage Confi guration ...........................................................................................................................42 Identity Confi guration ...........................................................................................................................42 Failover Cluster Confi guration ..............................................................................................................43 SQL Server 2014 Installation ..........................................................................................44 SQL Server Installation .........................................................................................................................44 SQL Server AlwaysOn Availability Group Confi guration ........................................................................45 Kerberos Confi guration .........................................................................................................................47 Model Database ....................................................................................................................................47 MAXDOP ................................................................................................................................................48 Instant File Initialization........................................................................................................................48 SharePoint Server 2016 Installation ...............................................................................48 Disable Insecure Transport Security Protocols .....................................................................................48 Prerequisite Silent Installation ..............................................................................................................49 SharePoint Server 2016 Confi guration ...........................................................................52 Central Administration ..........................................................................................................................52 SQL Kerberos Validation .......................................................................................................................57 Adding SharePoint Servers ...................................................................................................................57 Central Administration High Availability ................................................................................................59 Service Auto Provision ..........................................................................................................................59 Outgoing E-Mail ....................................................................................................................................60 Information Rights Management ..........................................................................................................61 Managed Accounts ...............................................................................................................................62 Service Application Pool .......................................................................................................................62 Diagnostic Logging ...............................................................................................................................62 ix ■ CONTENTS Claims to Windows Token Service ........................................................................................................63 Distributed Cache Service ....................................................................................................................64 Service Applications .......................................................................................................65 State Service ........................................................................................................................................65 Usage and Health Data Collection Service Application .........................................................................66 App Management Service ....................................................................................................................66 Secure Store Service ............................................................................................................................66 Business Data Connectivity Service .....................................................................................................67 Managed Metadata Service ..................................................................................................................67 SharePoint Enterprise Search Service ..................................................................................................67 User Profi le Service ..............................................................................................................................69 Completing Service Application Setup..................................................................................................70 Web Application Setup ..........................................................................................................................70 Root Site Collections .............................................................................................................................72 Content Type Hub and Enterprise Search Center Confi guration ...........................................................72 MySite Confi guration ............................................................................................................................72 User Profi le User Import .......................................................................................................................73 Virtual Machine Templates .............................................................................................73 Next Steps ......................................................................................................................73 ■ Chapter 4: Confi guring Authentication and Security ...........................................75 Authentication Methods .................................................................................................75 Basic .....................................................................................................................................................75 NTLM ....................................................................................................................................................75 Kerberos ...............................................................................................................................................76 Security Assertion Markup Language ...................................................................................................78 Forms-Based Authentication ................................................................................................................78 Authorization ........................................................................................................................................79 Transport Security ..........................................................................................................79 TLS ........................................................................................................................................................79 IPsec .....................................................................................................................................................79 Encryption Protocols .............................................................................................................................79 x