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SharePoint Joel Oleson
Joel Oleson's SharePoint Land for IT Best Practices and Lessons Learned.
SharePoint Defaults Have Faults

In all my work to encourage people to implement best practices, I've found that those that say, hey I'll go with default often find chaos down the road.  The Governance and Deployment checklist I did a while back, as a product manager on the SharePoint team, was designed to help people know what the choices are, and provide awareness to the choices.  Heather Solomon shared her site checklist for new sites.  I hate to hold up a well thought out deployment.  That isn't my design.  I'm sure that defaults will at least give me something to work with that I can plan and scale later.  Defaults are not best practices by any means.  The Defaults are essentially focused around the least amount of clicks to evaluate the product.

Just look through this list, which is not comprehensive, and you'll see that the Default settings do definitely have faults.  They are not configured out of the box for a Document Management, Records Management, or ECM system.  They are designed again for an environment to be evaluated and tested, and at a minimum, one that won't run into pre-configured settings or quotas, but more around optimized performance and prevent people from making the wrong assumptions.

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Imagine if when you provisioned your first portal you were limited to a 5GB site collection... The analysts, CMS watch, and all that gang would come down on SharePoint so hard saying it wasn't a Document Management or viable ECM environment.  Instead, we have to decide what the quotas are for each of our environments and actually configure it.  Same with things like forced check out.  You don't want that turned on in a collaboration environment, but that's one of the main reason SharePoint works so well in collab environments, because when you walk through the defaults, most of the compliance type, enforcement features are turned off by default.

There's a post I did a while back on default installation and configuration settings.  I don't have a setting by setting configuration for you or a template for your settings, and most of that reason is because it's so different between environments.  I'd need to know all of the background to give you the site vs. site collection vs. web app and dedicated database recommendations.

If you need more information on sizing of the list, site collection, database storage I did a recent post on resources across those various objects.

Welcome Mike Watson to Quest SharePoint Team!

Mike Watson, the SharePoint Architect, Master, and D/R strategist has left Microsoft and joins my side at Quest (not to be confused with Qwest the phone company).  I'm so excited to have Mike working with me on this new adventure.  Mike Watson is one of the most brilliant minds in the SharePoint world.  I'm happy to have him working with me.  I don't know how public we can be, but most recently he was one of the elite trainers during the first SharePoint Architect/Master MCM instruction with his focus on SharePoint Disaster Recovery.

To give you some quick history on Mike.  He worked on early SharePoint (v1) deployments in the military, and came to Microsoft when he became a civilian again.  He started when I was just giving up the Operations Manager role to Jim Adams and taking a Sr. Technologist role to help design the service and deployment plans for SPS 2003 and WSS 3.0 for Microsoft's Intranet Portal (MSWeb), Team site collaboration service, hosted departmental portals, and extranet deployment.  We needed some capable extra hands to take SharePoint to the next level at Microsoft and Mike was *really* the perfect man for the job.  He quickly became known for his willingness to dive right in and solve problems.  He made upgrade using SPIN and SPOUT for the 75 SPS 2001 portals look so easy.  He became a clear leader on the ops team, and was quickly elevated to an engineer.  His ability to understand the capabilities under the hood kept him working on the most complex of problems.  From .NET, forms and web part development, his focus became tied to the development/test side of the ops team.  The other ops folks would frequently escalate to him anytime there was client side or server side code involved.  (He's one of those rare breeds who can build a custom solution deployment .WSP and design a load balanced and SQL clustered or mirrored SAN or DAS solution with D/R fail over and give you the WAN, IOPs and disk I/O requirements. He hangs out with the SQL CAT team and makes them turn their heads.)

He later would become the first SharePoint hosting engineer employee for Microsoft's Dedicated Service and  would be the consulting advisor for the SharePoint Online Standard service (multi-tenant).  I spent more than a year working with him on the hosted designs for our beta customer Energizer.

I was a fan of his work as an architect before and after I went to the product team, and would regularly eat lunch with him both because I enjoyed hanging out with him, but also because I could get the latest best practices and lessons learned from IT.  We all benefited from his contributions on performance and scale.  My 15GB site collection max sizing recommendation (in a collaboration environment) was based on his backup/restore reliability testing.

I've presented with Mike Watson at various internal IT events including TechReady 5, as well as external at Tech Ed 2008, and in a Tech Talk.  He was a hit at this summer's Best Practices Conference.

I've been waiting for him to be more public on his blog, but officially his last day was right before the Turkey day holiday (Thanksgiving a U.S. Holiday) and December 1st is his first day at Quest Software.  He's quite the acquisition.  I don't think Quest can begin to realize what they've got.

Please join me in welcoming Mike to the outside world.  I look forward to the days and years ahead. 

(As a side note, I'll also say, I'm headed back up to Seattle.  My home hasn't rented and tonight I put in my 30 days notice here at my furnished apartment in Orem.  My limited stay here is coming to an end.  Going back to the Seattle area (Duvall specifically,) will give me a chance to mind meld better with Mike.  The baby, the housing/upper rental market, and a bit of this, have contributed to me deciding to stick around and put living in Australia (my OZ) and abroad on hold for a while.)

Happy Thanksgiving - Tribute to Brenden Foster's dying wish... to feed the homeless

Happy Thanksgiving, I saw this video and was touched.  It's unfortunate that the homeless have a boom and bust with Thanksgiving and Christmas, but let's share the love... I hope to find something I can do.

Brenden Died Today.

Here's the story...

He had 2 weeks to live...

Then people were inspired...

Then more people were inspired...

He's now died and gotten his wish of being an angel helping others.  He actually got his wish before he died.  To those people that were helped in his name, he was an angel.

There's someone in our SharePoint community that volunteers their SharePoint time and consulting hours for a fixed percentage of their time.  Awesome.

Just this week I had lunch with a guy who visits the local prison at least twice a week to share uplifting messages/teaching.  SharePoint guy.  I hope to help in the next couple of weeks.

Bill and Melinda Gates Foundation, Salvation Army, LDS Charities, Google.org... whoever it is I hope we can open our hearts this season, as it's harder for us, you can imagine how must harder it is for those who gather our table scraps.

 

I hope we think about the others in the community around this US Thanksgiving holiday, but as well around the globe as we move into the Holiday season. 

SharePoint Community in Toronto or Halifax?
Hey, I'm flying up to Halifax, Nova Scotia (new province for me) to meet with the developers of the configuration management tool I've been working on.  I'm there for the first part of the week and then in Toronto to meet with Quest customers many on migration topics.  I've set lunch on the 12th as a community event.  Anyone from the Toronto SharePoint User Group?  I'm working with Eli Robbilard, Elizabth Caley but she'll be OOF. 
 
As this is my first time to Toronto I want to make sure I get to see as many people as I can.  I'd like to myself available for meet and greet if there's anyone who wants to join me.  Feel free to ping me for the details on twitter, facebook, or whatever.  My new Quest email is joel.oleson @quest.com (no space obviously). 
 
In Halifax my free time will be in the evening and I'll be looking to see the town if anyone wants to join me in exploring...  I'll probably stay out of fountains, but you never know :)
 
More details on the SharePoint User Group luncheon on Dec 12... coming soon.  I'll update the information here.  So check back.
 
Plans:
Halifax Dec 8-10
Toronto Dec 11-12
 
Joel
New and Updated SharePoint Management Tools and Quest Site Administrator 3.0

Wow, we've really got a healthy SharePoint Ecosystem...  This week Quest came out with an update to it's SharePoint management suite with Quest Site Administrator 3.0.  Which addresses a number of pain points that customers have spoken to Quest about. 

New features include:

Security Explorer - allows the user to search for and modify security on SharePoint servers. This also includes group membership and permission levels management and ability to clone permissions from one user to another.

Permissions Report - Site Administrator for SharePoint comes with a Site Permission report which allows you to view the users and Active Directory groups having access to the site, document library or list, and their permission levels.

I've been here at Quest for less than 2 weeks and I'm already impressed by the amount of competition in both the migration, webpart, and management/administration space in the SharePoint ISV partner ecosystem.  I knew there were a lot of players, but having discussions with the teams it is very apparent how often tools for migration come up as well.  Migration continues to be a hot topic as companies try to consolidate their environments and reduce legacy dependencies in an effort to be more agile and compliant.

Other New and Updated Tools

There's a new version of BDC Meta Man 3.0.0.7 (24th Nov)

I also saw that AvePoint with an announcement of AvePoint Docave 5.1 a significant incremental update from their release in September with 5.0 adding additional migration support, permissions web part that shows permissions in a unique way, and granular restores from SQL.

So what's the tally up to now with Management tools?  SharePointReviews.com has a good list.

Another tool that should useful in deployment is the newly announced TypeMock Isolator for SharePoint, a product designed for unit testing of SharePoint.  Sounds compelling.  They even built in some incentive (free license) for bloggers to blog about their product in a specific way.  (I'm not doing it right). :)

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As a side note with my employment at Quest, I've decided to minimize the amount of blogging I do about Quest specifically and setup a Quest team blog and product blogs.  It's a project I'll be pushing for over the next couple of months.  I want to continue to have a fair and balanced blog.

A Paradigm Shift Toward Traffic Optimization with the Social Web

SEO or Search Engine Optimization has been the buzz since before Google was in its infancy.  I remember old Submit-it.com and submitting my URLs to "hundreds" of search engines.  That method trying to submit to thousands of the search engines and adding categorizations, keywords, and titles is a thing of the past.

The next shift was optimization for the search juggernaut Google, essentially it was all about trying to optimize your PageRank.  This obviously continues to be very important.  Live never really shared what we could do to optimize our sites to get better rank, and I don't hear much buzz on Live SEO on that topic either.  (Do a search on google for Live SEO and you get a bunch of articles on making sure you test your stuff live or long live search.  The name Live was a mistake, but that's another discussion.)  A great means of tracking your authority toward PageRank progress is with Technorati in the blogging world. If you optimize for Google, Live should follow.

The new paradigm which is still in its infancy is Social.  It involves the communities of Facebook, Twitter and Friendfeed, as well as the most common social bookmarking sites of Digg and Del.icio.us.  It's important to begin to understand the new social web means of tagging, liking, and discussing content and participating in these communities. Genuine participation and interest in content really helps.  You could get flagged if it looks like a pure marketing/promotion game, like with google if you break the  . 

Why hold back my stats when I think it helps illustrate the points I make here...  I hope you can appreciate what it means to actually share actual usage... Most people wouldn't dare.  I encourage it.  I'd love to compare.  I don't care so much about volume over time here.  I'm interested in understanding referrals and global usage.

(Before I get into the diagrams I need to explain a support issue with my RSS feed.  SharePoint RSS feeds were not designed to be "burned."  So on my feedburner feeds when I use livewriter or even SharePoint and save the images locally, I get relative URLs for my images in my feeds.  The work around is to host my images on another server, or not use SharePoint for my blog.  So if you frequently see missing images on my blog, you'll know why.  Honestly I do get more feed reads than I do page reads on a given day.)

Here's a diagram of Direct Traffic - those who simply type it in the browser, Referrals - people clicking links, and Search Engines where people put in keywords to get to pages.

Traffic Sources

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Non Search Engine (Referrals)

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Ignoring the blogs.msdn.com referrals from my old blog, the #2 and #3 referrals are social places while at a little more than 1%, but they are becoming more significant.  Facebook and twitter.  Friendfeed while not yet on the list is quickly working its way up.  I haven't invested much yet in Digg, or other social bookmarking places, but it appears based on my referrals, that despite the links in my RSS neither do my readers.

I see a lot of discussion on the interweb about how best to promote your content through social bookmarking, twitter and so on.  I also people that just plain loath that people would even think of doing such a think.  Is there a balance?  I think so.

Other fun things on this report... Heather Waterman's quality referrals are sticking around for nearly 10 minutes.  Thanks Heather.

Search Traffic (Of 18,000 visits) 

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Look at the google dominance.  WOW!  Google - 94% Live - 5% Yahoo - 1% (rest of the 10 (yeah only 9) who cares) I get more traffic from a few tweets.  Talk about consolidation and domination.  What could I do to get more live SEO/optimization, or is that the issue?  This says to me that among the tech crowd we use google for Internet search.  This doesn't say anything for the mini, by the way.

Understanding Visitors

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IE's powerful control is reducing, but among SharePoint IT folks (SharePointJoel.com fans) IE holds fairly strong at 75% with firefox at 20% with Chrome coming on at 3%.

Where do the Visitors come from

 

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Top 4 US, UK, Canada, Australia - Ok, all English Speaking (Australia a surprise for some of you, an impressive 4%)

Netherlands, Germany, Belgium, France, Denmark, Sweden a lot of Europe representation that adds up easily to another 10%

India, Singapore, Malaysia - Not to be ignored!

UAE - represented!  Definitely the Hub of the middle east for SharePoint.

Surprise Israel at 27, and Japan at 28?

How about a second opinion.  Here's my old blog with stats for about the last month... This blog is nearly 100% search driven.  I obviously do very little to promote this content.  Not bad for showing country maturity though.  China and Japan both get a tiny boost here.  The India element here in this chart as #4 is very impressive to me.  I believe the US to be overstated since leased lines, NAT and other proxies will often force routes through US IPs.

Second Opinion Top 25 of 134! countries

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Other surprises among the 134 countries...

Egypt - #35 (Yeah, I need to spend some time there with the User Group that meets at the pyramids and in Luxor)

Iran - #45 These guys are serious about SharePoint.  Don't be surprised what's going on with SharePoint behind that border. (Above South Korea at 46! and even above Iraq at #82, but there is 22% grey area (probably some Iraq in that area))

Kazakhstan #65 - They run their government on SharePoint right, maybe that's the Greeks #47.

Obviously this is an English only blog, so things obviously change when content changes languages.

Now you're wondering where I got these charts.  Ok, you guessed it, these are Google Analytics.  So maybe there is a possibility that the search data is skewed, you tell me.

Here's a simple global usage chart from sitemeter.com based on continent.

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Now ask why is Australia/New Zealand interesting and why you shouldn't ignore Asia?  You can also tell why I haven't spent too much time with South America (sorry Luis), or maybe it reflects that I haven't invested much of my time there.  At one point I had a request to translate my posts into Spanish, and I said that was cool as long as they linked back to the original.  I still think translation is important.  I think Japan would really enjoy my blog if it was translated into Japanese for example.

Announcing... The SharePoint Brain Podcast

I spent some time recently discovering all that's been done in the podcast world of SharePoint.  After being disappointed by what I found, not totally, just was hoping to see more... I actually think that Mike Gannotti and the SharePoint Pod Show have put up a high bar.  I decided that it would be fun to start sharing my thoughts not just through this blog but through the multi media world of audio and video.  People already see me at shows, and I guess I do well enough people come back for more :)...

So after getting some encouragement I took the plunge.  You can see my instructions for How to setup a Podcast in 5 Easy Steps (including the iTunes and Zune marketplace bit), which essentially describes my experience as I did it.

I decided I wanted to have some content before pushing my podcast out to the world, so essentially I took the recordings from my recent webinar and converted the audio to MP3 and plugged it in.

You'll see at least 7 posts:

This for me was really an investigation into podcasting.  I plan to be much more shooting from the hip to bring you what I'm thinking and what I hear.  I also hope to include special interviews and content from conferences.

RSS - Feedburner: http://feeds.feedburner.com/SharepointAuthority

Add to iTunes

You can subscribe with iTunes (put this address in your address bar): itpc://feeds.feedburner.com/SharepointAuthority

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Coming soon to a Zune Marketplace near you!

Add this to your address bar:

zune://subscribe/?The%20SharePoint%20Brain%20Podcast=http%3A%2F%2Ffeeds.feedburner.com%2FSharepointAuthority

 

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Subscribing in Bloglines beta is very slick with built in controls for audio including buffering.  The audio started in a few seconds.

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iTunes and Zune Market place will soon see a new addition if all went according to plan...

  

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Feedburner is setup for the new podcast at http://feeds.feedburner.com/SharepointAuthority

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I also set up twitterfeed.com so you can follow me and get notifications on new podcasts for The SharePoint Brain Podcast.

Creating a Podcast and Promoting it on iTunes and Zune in 5 easy steps

If you think you're ready to join the world of producers and not just consume all the time, and love to talk about something that people love to hear...  I recommend a weekly show, 5-15 minutes is not bad, you don't need to do hour long shows.  You should commit to doing at least 5 before deciding to promote it.  I hate seeing an empty podcast listed or one from 2 years ago with a single item.  Be committed.

1. Record some cool content with your favorite recorder (even Vista's, I mean Mohave's Sound Recorder will work.  (I discovered the Win XP only gives you one minute.  Camtasia by Techsmith gives you a 30 day trial.  (I'm so impressed I will likely buy it at the end of my 30 days.)  That works too.   I found that I was saving mine as .wav files and later found out that MP3 works much better, so I downloaded Quick Media Converter a free GPL licensed converter.

2. Go to your favorite Podcasting hoster, or use the podcasting kit, whatever... I used a free service at Podango.com and signed up for free podcast hosting.

3. Create a profile, fill out your details, and give it a cool name, image and put in great description, tags, and keywords. (The UI is pretty intuitive) *These really matter.  Then add an episode add the audio (preferably MP3, the file you created in #1) and fill out the details then click "save."

4. Grab the RSS Feed from your new podcasts (on podango.com you go to "my podango," then click "view your show page," mouse over the generic + RSS button, right click and choose "copy shortcut" or simply click on it, (verify the podcast is there and that your audio works), copy the URL in the address bar (Note: You can click on Subscribe with iTunes which will skip to the "Submit a Podcast" in Step 5, but you still need the URL, just in case.

5. Promote your Podcast and get it included on iTunes and Zune.

For iTunes open iTunes the desktop app, and go to the iTunes Store, click Podcasts in the upper left hand navigation, then right smack in the middle of the page you'll see Submit a Podcast.  You then paste the URL of your Podcast RSS from step 4.  Then login with your apple ID when prompted.  Additional References: FAQ, Podcast Tech Specs

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Zune

Open the desktop Zune software, and go to the Zune, click Marketplace, then podcasts, visit the main podcast section in the software to Suggest a Podcast for inclusion in the public Podcast Marketplace.

Click Submit a Podcast (You may need to scroll down to see the link, it's directly underneath the "most subscribed")

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Enter the URL of your RSS feed of your podcast from step 4.  Expect it to take 24 hours (maybe up to 3 days?) or so to be included.  I'm not sure what an accurate estimate is... more than an hour so far :)  If you need more details on submissions see the Zune blog on sumissions.

Additional Marketing...

I'd recommend "Digg" Bloglines, Google Reader, Yahoo, etc... by clicking on those links from the Show Page, this simple step of posting once will include your blog for search from other users in their directories (essentially, they'll know you exist).  You may need to create the various accounts to do so.  I recommend feedburner for your RSS feed, and twitterfeed to promote your posts on twitter.  Obviously these take time and research, but the benefits are worth it.  Feedburner appears to have some iTunes promotion plus more built in.  The more places people can find your content the better.

Additional Details on Podcasting

I was inspired by this YouTube Video on How to Create a Podcast.  It helped me figure out the basics enough to get going.  There's more on the editing and recording side of the podcast than I included here.  There are a bunch of people ready and willing to help you get started.

Most of all Have fun with this!

Customer Questions - Email to SharePoint List Scale, Managing Inbound Email, and Migration

Great turn out for the webinar turned into so many questions that I couldn't answer them all.

I've started sharing further detailed information on the information shared on the webinar on the OfflineSharePoint.com SharePoint blog on Email Management with SharePoint.

If you are interested in seeing a replay of the webinar, you can view the webinar "Demystifying Email Management with SharePoint."

Here are the questions I answered plus the ones I didn't get to.  As the Colligo ones are answered I'll point to them from here as well.

Q) How do I use SharePoint to replace my PF servers when they have replication and SharePoint doesn't?

Replication is a feature in Public Folders, and not in SharePoint.  Although SharePoint is often centralized or in regional hubs many companies focus on optimized access to the servers and go without replication.  Others opt to purchase third party software from any number of partners from Syntergy to Infonic or others.  I did a post a while back on Global WAN Solution SharePoint partners that include replication.  Note the Colligo the host for the webinar does fit in the the category of offline cache and sync in the background when online.

I actually used this tool when trying to get the audio to Colligo.  I had 130MB Of content, and each file was about 30MB.  Obviously email isn't the right answer.  I wanted to get it up to SharePoint.  A multi file upload would fail since it won't let you upload more than 50MB at a time, and individual upload would take a ton of time since I'd have to do it serially.  Using Colligo Contributor I got the audio up with a couple of clicks and was able to walk away.  It was a great solution for me.


Q) Where can I get these whitepapers you mentioned? And the exchange blog links? 
All of the resources are all in the debunking email management with SharePoint post.

Q) Does SharePoint finally overlap in functionality with Public Folders in the next version?  How?

I can't speak to the next version beyond what is already known.  I don't think we can make any assumptions at this point.


Q) When should I migrate?  When will Microsoft have supported migration tools?

If you are on Lotus Notes, there are a bunch of tools in the Lotus Transport Suite.  If you are in Public Folders and looking to move to SharePoint, I included some links to migration tools and information in Debunking email management with SharePoint.

Q) How do you prevent some sites from using incoming email? I thought if you turned it on at the farm level, it enabled it for all sites.

It is off by default.  First you do configure incoming email in central admin.  If you never give the SharePoint service account the proper creation rights to an AD OU, but setup connections manually then you won't have this issue.  If you want to selectively enable it choose . 

When incoming email has been enabled you will see in list settings the incoming email settings link.  Click on it, and you'll see the ability to "allow this list to receive e-mail."  Unfortunately if in central admin you enable it for one you'll see this option on all lists, which could be a support issue.

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When configuring the email you choose

Here's the best references on configuring the inbound email (Thanks Steve Smith Combined Knowledge)


Q) Is that true - EMLs cannot be opened in Outlook?
.eml is commonly an Outlook express format.  Here's a KB on problems with associations and using Outlook express to open it.  http://support.microsoft.com/kb/312355

Other interesting results:

*.Eml *.Email are essentially plain text SMTP/MIME messages, while *.msg is a binary MAPI message [built on COM/structure-storage].  FYI there is an ifilter for .eml (reading text based objects in the box)

Well, at home I use Outlook Express and Express will store emails in the .EML format which is just plain text. The Outlook .MSG file format however is a binary format

Here's steps for importing .eml into Outlook using an Outlook express trick.

http://bitdaddys.com/Import-EML-To-Outlook.html

Q) Are there any issues with interfacing SharePoint with PostPath?

I haven't tried, but it's possible if it uses web services to connect to the data with BDC from the SharePoint side.  It should be ADO.NET compliant.  If going the other way, all of the SharePoint lists are exposed as web services.  I'd need more info and likely need to look at the data source and know how you're trying to integrate them.

Q) Is it possible to send email from SPS - this is a normal action for project mailboxes (project document controllers)

Send mail from SharePoint as in outbound?  Yes, through alerts and workflows and various timer jobs.  Using the manage users interface to send mail will open your default email client.

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Q) In a list with, say, 10K items and you configure it to view 100 items per page, will you still experience performance degradation on the first page of the All Items view?

First page if I understand you correctly is about the "Default" view.  I'd say make sure that allitems is not the default view then it wouldn't be the first page.  So let me start with the facts...

Allitems displays allitems.  You can modify that view and limit the number of items, but based on the filtering this query could still be poor performing based on the filtering and indexed columns.  Note the second option to limit the total number of items returned.  This will give you your performance back.  The batches of 100 per page only helps some, but the query is still retrieving all items on each page and then determining what to display.  (Yep it's inefficient.  Hopefully we'll see some changes.)

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These two questions sound like Bob Fox questions...
Q) Does Joel drink anything else besides Pineapple Juice?

Yes, but sprite gets old and makes the stomach expand when you're trying to keep up with the rounds.  In Europe I prefer to drink Orangina.  Good stuff.
Q) When can we expect Joel to do a Fountain performance again?

LOL.  I think it would take getting Joel and Bob Fox back together and getting them in the right mood.  Probably wouldn't take too many pineapple juices :)
Q) how would you propose to move current folders and mail items into SharePoint now

There are a ton of migration tools, but let me start with someone trying to phase it out over 3 years...
I'd say essentially turn off PF as a service essentially make the permissions read only. Then turn on date archiving. Don't worry about moving anything. And handle all NET NEW requests with SharePoint, if you have a DL archiving service you'll need to work out that situation and make some tradeoffs one way or the other.

If you want to keep the data that's in PF and are cool with migrating to SharePoint, you can use Quest Public Folder migrator for SharePoint, Tsunami, Avepoint, etc... or the codeplex.com/pfmigrator or look at the Lotus Transport Suite, their is some stuff on PF to SharePoint. 


Q) What size attachment should consider max size for email enabled lists?

Microsoft Exchange limits mail sizes of 10MB to encourage people to save on SharePoint.  It use to be at 2MB, but then you'd get funny things happening in the extranet.  SharePoint's default 50MB size should be fine.  I wouldn't recommend changing the size upwards for SharePoint, I have no problem with SharePoint at 100MB or even some larger for people doing CAD drawings and the like, but special timeouts need to be setup and BW and Latency have to be setup properly to achieve that.  I wouldn't suggest pushing files over 100MB through email.


Q) I have heard that lists will support direct SQL tables. Will that change the lists on limits?

Bill was speculating.  Let's wait to see what it looks like. 


Q) I think one of Joel's fundamental points is that some content belongs in SharePoint and some belongs in email. How does an individual decide which email he/she should move to SharePoint? Or maybe I am asking what an enterprise strategy for getting these types of content into the right places might look like. "

I think Managed Folders plus training is the way to get specific scenarios like legal archiving to be better managed.  For collaboration scenarios, I think it's training and cultural... People need to learn not to send the files in email, but to send links.  That's a very cultural experience and starts with your SharePoint User Champions.  Also saving emails to SharePoint requires people to see the benefit.  Colligo Outlook-Add in is one of those third party things that could help encourage it, but even then people need to see the benefits.


Q) Joel: Where should I allow users to "dump" email data? Users at my firm insist on keeping everything and we hate .PST files. I was hoping to replace them with sharepoint but you worried me with scalability concerns."

You need to be careful here.  It does require planning to scale to the millions of items.  If you decide to keep everything in SharePoint, you should decide how you'll setup a structure that will scale.  Don't put more than 5 million items in one list, even with special views for example.  That will push you way too far.  If you can design your archiving across site collections and across databases you will be able to scale and use search for retrieval.  Make sure you have all the right ifilters based on how it's being saved.  I'd recommend testing to where you plan it to reach.  You may want to consider a partner like Knowledge Lake.  Owen Allen may have some other ideas on partners.


Q) Joel, what is the advice for standardizing naming convention for email enabled contacts ?

Workflow.  I'd suggest that when users want email enabled lists they should fill out a form to provide business justification, and IT (whether automated through workflows or manual) would setup the necessary steps.


Q) I have always felt that one of the drawbacks to using SharePoint for email is the proliferation of copies of the attachments. Would you care to comment on this?

It's a great point.  That's actually the problem with email.  Files get sent back and forth full file.  I think corporate culture is what needs to change here.  People need to be incented to save the file to SharePoint and send links in email, especially on the Intranet.  You do have the option of not saving the attachments that get sent to SharePoint, but you'd need to understand the scenario...  Maybe this would encourage people to use links?


Q) When you say don't return too many items in a view, are you referring to how many are actually shown on the page using paging, or are you referring to the whole result set? Right now we have a AllItems view that includes over 2000 items, but they are displayed on the page only 100 at a time."

You should worry about the pagination as well.  The view that returns more than 2000 items will query all items for the pagination even if it displays 100 at a time.  Performance will get worse.  The efficiency of the query is important.


Q) Can you briefly mention the pros and cons to enabling SDMS (SharePoint Directory Management Services)?

Here's an article on Incoming Email on Tech Target on doing it, different than Steve Smith's whitepaper referred to above.

Pros:

Self Service on email enabled lists, timer job works through the Directory Management services to setup the proper objects as the users request them through list settings and enable their lists for incoming email.

Cons:

Unknown quanity of contact objects getting created in an OU. 

No naming convention enforcement

It's the contact objects that bother me, seeing them when I'm trying to find groups in AD.  Which is the right group when there is five with similar names and no naming convention?

I'm a bit worried about lifecycle as well.  How do I know what ones are in use, which ones are trash.  How do you get usage information on a contact object?  How do you manage a few thousand?  The SharePoint tools just aren't there.


Q) Great article on SP scalability you might want to mention: Using Microsoft® Office SharePoint® Server to Implement a Larger Scale Content Storage Scenario with Rapid Search Availability. http://go.microsoft.com/fwlink/?LinkID=120891"

It is a great article.  I included it in my follow up resources post, but didn't get a chance to mention it on the call.  I'm just trying to encourage people to be cautious and aware as they scale.  Some objects scale well (Site collections), others require lots of care and feeding (like lists).


Q) Can you explain the point about searching archived distribution through sharepoint. How did MS do this?

Steve Smith has another article on Crawling Exchange 2003 and Exchange 2007 PFs.  If you are using MOSS or even SharePoint Search Express you'll find there are options to configure for indexing Exchange/ Public Folders as a content source (the protocol handlers are built in).


Q) Is performance impacted if the view dataset is large (e.g. 5000)but paging is used to limit to 100 items/page?

Yes, see other related questions above.  Query performance is the problem.
Q) What do you mean by "queries" in SharePoint? "

It's the SQL Query where the Web Front end Requests data from the Backend that I'm referring to.
Q) In the future, do you think Sharepoint will evolve into a Business Intelligence Application ?

Yes.  If you look at the marketing slides, there is clearly a piece of pie for BI.  It is not Cognos, but it is a ton easier and has some of that functionality.  I see BI as one of the big opportunities for growth.  Also a great place to hang your hat if you're looking to get more money as a SharePoint person.


Q) Can IT monitor the growth of a SharePoint list with SCOM?

Not with any out of the box ones.  We should get Bill Baer or Corey to explain how they monitor list scalability.


Q) any comments on using scanning to email-enabled list?
A) With the right kind of governance, it's a great scenario. File size and list scalability is what you need to be aware of an plan for.  I know Knowledge Lake has done some work in this area.  See the whitepaper they did with MCS on large scale content storage.

Q) in outlook there is connection between contact list and the mail box and automatically all the mail correspondence. how you do it in moss

Not sure I understand this question fully.  SharePoint isn't designed as a mail client.  You can add your SharePoint calendar you can connect to it in Outlook, and you can import your contacts into a SharePoint Contact list for easy web based access or for extending and managing the custom attributes... sharing cell numbers or Twitter accounts, whatever.  SharePoint is about the collaboration.  From a correspondence perspective everyone would be communicating as normal, but it would be archived to their team or project workspace and essentially searchable all in the context of the team.  That's the feature design.  Contextual.


Q) what i did in the moss i gave every user a macro that transfer the email from the outlook to he user or department folder

In a small company this might work where you don't have hundreds of thousands to millions of items.  I still caution you on the long term scale of the list.


Q) What size file would you consider a max for sharing within SharePoint?

2GB is the hard limit. 50MB is default which I believe is preferable, but it is surely possible to do it upwards of 100-200MB.

Q) One thing I do not see in this list is emailbox sharing. So you can't do this in Sharepoint, Correct?

Right.  SharePoint is more for an archive or a discussion list or simply retrieving attachments into a list.  Calendar sharing and contact sharing definitely, sharing the items sure, but not really an emailbox or inbox type scenario.

Q) its posible to use sharepoint list as a team mail / in-out folder ? / And if it's a good idea todo so?
In, yeah, it's possible.  That's what inbound email is configured for, but outbound it's more about workflows and alerts.  Not really a mailbox.

Q) Should we stop all PST archiving, to avoid, all legal problems?

If I was a company that was concerned about liability about what employees were saying in email then yes.  I would look at reducing liability of emails with some limited life cycle of 1 year or so.  Telling employees to save their important emails to SharePoint or save the contents into word as a document if it's corporate information that needs to be retained... something like that.  It requires getting policies that legal or corporate affairs can look at and approve, and HR can support in their employee handbook and training.


Q) What about the handling of encrypted and digitally signed emails?

The signed mails shouldn't be a problem for reading in the binary formats, but encryption and even rights protection could pose some challenges.  I'd recommend testing it.


Q) can you please elaborate on AD objects created by email-enabling? This isn't the case in our environment.

To turn on email enabled lists for self service, you give SharePoint write access to an OU where it creates contacts so people can email it. Refer to the answers above where I show the instructions for Inbound email where SharePoint uses it's SharePoint Directory Management Service (a timer job).


Q) I assume the underlying structure is SQL server?

For SharePoint yes, the repository is SQL.
Q) We are considering migrating an in-house built messaging solution (storing messages on an SQL 2005 backend and having windows forms application as a client). This database holds about a million emails. Given all of the scalability issues is sharepoint the right way to go?"

Maybe.  If you design the app to spread across more than one list, then it should should give you the scale you need for a million items.  I've seen farms that manage 20+ million items, it's not the number of items, its the containers and views that are the issue.  Optimizing the query without touching SQL.  That's the challenge.


Q) In using Sharepoint for Team calendars, I don't believe there is the ability to create meeting requests. What would be a work around for this?

The person creating the meeting would create the meeting and invite the contact that is the SharePoint calendar.  A meeting workspace is a good example of how meetings start in Outlook and move into SharePoint and not visa versa.


Q) How is the compatibility migrating from GroupWise?

That's an Exchange Question.  Most of the Groupwise email solutions would be covered in Exchange.  SharePoint would cover the applications like group calendaring, and custom forms, shared task lists and the like.

I found this Groupwise/SharePoint integration response from a partner:

Omni Technology Solutions

Riva synchronises SharePoint and GroupWise contacts, appointments, groups and project tasks. Use Riva to add GroupWise Web Parts to the SharePoint Portal interface. Transparent, server-side integration means end-users do not need to install any client plug-ins.

The first option is to synchronize SharePoint calendar, task, contact list information directly to GroupWise and provides bi-directional synchronization for contacts. Calendar information is read-only because a SharePoint calendar is a shared calendar. The second solution allows the GroupWise mailbox, day, week and month calendar view and address books to be added to SharePoint as Web Parts.

For migration resources look at Groupwise Migration Tool for Exchange from Quest Software.  I didn't see much on migration to SharePoint.  Probably not too hard to migrate to SharePoint once in Exchange.

Q) What are the intended usages of Email-Enabled lists?

Tons of usage scenarios...  Email archiving, email to a discussion lists, archiving attachments into a document library, receiving resumes into a common inbox, managing invoices, managed folders legal to legal repository.  I wasn't trying to push it though, despite it being an interesting feature.


Q) What version of sharepoint is needed to manage email? MOSS or sharepoint services 3.0

Either WSS 3.0 or MOSS 2007 since the functionality is built into WSS the platform.

In WSS 2.0 and SPS 2003 you had some limited abilities around archiving email to Public Folders (Ironic huh?)


Q) is the OOB functionality to be "self Service", can this easily be changed to only have IT enable this feature on a list by list basis?

I would say the design leans toward self service.  It can be limited by IT, but the UI on the list may be confusing when people try to enable it and it errors.


Q) Is it only a copy to SharePoint, or will deleting from the managed folders also delete from SharePoint?

I believe it is sent to SharePoint.  So what you see through the managed folder would be SharePoint.

Q) replication? what??

Public folders has replication built in for replicating the folders.

SharePoint does not.  It requires a third party product or solution.


Q) would like info on templates that "look like notes" - have not seen that

I saw a demo at ITForum in Barcelona last year.  I haven't been able to track it down, but I know what I saw :)


Q) an idiot's record management system

SharePoint is definitely easy to use for sharing documents, but the email management part of this discussion does pose challenges.  The records management features are limited.


Q) good job, joel. I could argue with certain things, but that's why we are all here, thanks.

Thanks.


Q) Joel, do you provide, or know of, additional webinars for SharePoint developers focusing on tech aspects and best practices (say, on Web Part dev)?

Yes, track down Andrew Connell.  Also MSDN webcasts and a number of partner vendors do put on webinars.  I did a recent blog on videos, webcasts, and podcasts

Entertain Me! SharePoint Videos, Screencasts, and Podcasts

Announcing SharePointReviews.com

With a baseline of over 200 different SharePoint Webpart apps and SharePoint solutions in over 30 categories, this independent community driven site is sure to help solve one of the biggest problems we have in the SharePoint space... Lack of Awareness of SharePoint tools and solutions.  At it's launch SharePointReviews.com has big goals to provide reviews for Training.   ,

Seems like every time I go to a conference I see 20+ or so SharePoint related booth with 3-5 that are new to me, and I pride myself on knowing who is in the space and what they are up to...  There are over 2000 SharePoint partners (based on data shared at SPC 2008, which does include Independent Solution Vendors and Systems Integrators).  How can we sort through this space???

SharePointReviews.com!

From the Founder Inna Gordin,

"I am only in it for fun, but I really do want to make it work. I search for new products and make sure they become available right away. There are so many people that are just in the dark on the options available to them. I would love to create a resource that is a one-stop-shop for anyone looking for 3rd party solutions."

Inna comes from a very solid marketing background, and in my experience knows what matters to customers.  That's why the categories make so much sense.  She also has an eye for web UI.  UI design and usability plus marketing with a social model to help customers know what's out there is just plain awesome. 

There have been a few attempts at social driven content, but based on my initial experience, I'm very pleased.  It's easy to navigate, easy to review.  Think about the last time you stayed in a no name hotel.  If I'm with my family, I won't do it without getting reviews or ratings (like 3 star minimum).  I feel tons better if I find there are people that I trust that have reviewed the product and shared their honest thoughts on it.

The best thing SharePointReviews.com has going for it is it's independence.  A simple ad driven model to pay for the hosting costs, make it a fair playing ground and competitive with the best hotel and movie review sites.  Let's hope that the independence continues.  Keeping the ads separate from the platform is always a challenge.  Hint, Hint: Avoid SharePoint politics, lets keep the ratings and comments completely community driven.  My 2 cents.  I don't like seeing payed results on ratings sites, relevance in a clear separate column is fine.  Lots of hope for this platform.

If you've got a SharePoint product and you're not on the list, then get listed.  It's easy and straight forward.  Awesome work Inna.  If you have experience with the tools and solutions that are out there... be sure to weigh in! 

I'm just barely scratching the surface on what you can find.  The screenshot speaks a thousand works.

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