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Set up SharePoint services for hybrid environments

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Applies to: SharePoint Online, SharePoint Server 2013

Topic Last Modified: 2016-03-28

Summary: Learn how to set up the SharePoint services you'll need for a hybrid environment.

This article is part of a roadmap of procedures for configuring SharePoint hybrid solutions. Be sure you're following a roadmap when you do the procedures in this article.

SharePoint Server 2013 services such as My Sites, User Profiles, and Managed Metadata can be challenging to deploy and can require a lot of planning. If you plan to make use of these services in depth, we highly recommend that you follow the detailed planning information for My Sites, User Profiles, and Managed Metadata.

However, SharePoint Server 2013 hybrid scenarios, such as hybrid Search and Business Connectivity Services (BCS) solutions and OneDrive for Business hybrid, require several services to be running in SharePoint Server 2013, but they do not require them to be extensively configured. In this article, we're going to look at the easy path to getting these services running on your farm for use in a hybrid configuration. You can do more extensive configuration of these services later if you want to use more of the available features.

SharePoint Server 2013 hybrid configurations all require the following services to be running on your farm:

  • Managed Metadata service application

  • User Profile Service application

  • My Sites

If you're setting up OneDrive for Business, these are the only services you need. If you're setting up a Search or BCS hybrid solution, there are some additional requirements that we'll cover in the next section.

If you've already configured these services, there's no need to add additional instances of them for hybrid, but be sure to see Configure hybrid specific settings for important configuration information for the User Profile Service for SharePoint Search and BCS hybrid deployments.

As with other SharePoint services, you should choose an appropriate server in your farm where you want to run these services, keeping in mind the workloads that those servers are already handling. You can run the services on multiple servers for added reliability, but it's not a requirement.

Let's look at how to set up each.

Managed Metadata service

You need to turn on the Managed Metadata Web Service on at least one server in your farm.

To turn on the Managed Metadata Web Service
  1. In Central Administration, under System Settings, click Manage services on server.

  2. On the server drop-down list, choose Change Server.

  3. Choose the server where you want to run the Managed Metadata Web Service.

  4. In the Service list, click Start for the Managed Metadata Web Service.

Next, let's create a Managed Metadata service application.

To create a Managed Metadata service application
  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click New, and then click Managed Metadata Service.

  3. Type a name for the service application in the Name box.

  4. In the Database Name box, type a name for the database.

  5. Under Application Pool, choose SharePoint Web Services Default from the Use existing application pool list.

  6. Click OK.

That's all the configuration that you need to do for the Managed Metadata service if you're configuring a hybrid scenario. If you want to make further use of the Managed Metadata service, see Plan managed metadata in SharePoint Server 2013.

My Sites

The first thing we need to do is to create a web application for the My Sites site. We recommend that My Sites be in a separate web application, although the web application can be in an application pool that is shared with other collaboration sites, or it can be in a separate application pool but in a shared IIS website.

The default settings for this web application will work fine for a hybrid environment, or you can customize any that you need to for your organization.

To create a web application
  1. In Central Administration, in the Application Management section, click Manage web applications.

  2. On the ribbon, click New.

  3. On the Create New Web Application page, in the Authentication section, select the authentication mode that will be used for this web application.

  4. In the IIS Web Site section, you can configure the settings for your new web application by selecting one of the following two options:

    • Click Use an existing web site, and then select the website on which to install your new web application.

    • Click Create a new IIS web site, and then type the name of the website in the Name box.

      You can also provide the port number, host header, or path for the new IIS website.

  5. In the Security Configuration section, select an authentication provider, whether to allow anonymous access, and whether to use Secure Sockets Layer (SSL).

  6. In the Application Pool section, do one of the following:

    • If you want to use an existing application pool, click Use existing application pool, and then select the application pool from the drop-down menu.

    • If you want to create a new application pool, click Create a new application pool, type the name of the application pool, and either select the account that the application pool will run under or create a new managed account for the application pool to run under.

  7. In the Database Name and Authentication section, select the database server, database name, and authentication method for your new web application.

  8. If you use database mirroring, in the Failover Server section, in the Failover Database Server box, type the name of a specific failover database server that you want to associate with a content database.

  9. In the Service Application Connections section, select the service application connections that will be available to the web application.

  10. In the Customer Experience Improvement Program section, click Yes or No.

  11. Click OK to create the new web application.

  12. When the Application Created page appears, click OK.

Next, we need to create the site collection that will host users' My Sites.

To create a My Site Host site collection
  1. On Central Administration, in the Application Management section, click Create site collections.

  2. On the Create Site Collection page, in the Web Application section, select the web application that you just created for My Sites.

  3. In the Title and Description section, type the title and description for the site collection.

  4. In the Web Site Address section, select the path of the URL for the My Site host. In most cases, you can use the root directory (/).

  5. In the Template Selection section, click the Enterprise tab, and then select My Site Host.

  6. In the Primary Site Collection Administrator section, type the user name (in the form <DOMAIN>\<user name>) for the user who will be the site collection administrator.

  7. In the Secondary Site Collection Administrator section, type the user name for the secondary administrator of the site collection.

  8. If you are using quotas to manage storage for site collections, in the Quota Template section, click a template in the Select a quota template list.

  9. Click OK.

The Top-Level Site Successfully Created page will appear when the My Site Host site collection is created. Although you can click the link to browse to the root of the site collection, doing this results in an error because the user profile cannot be loaded. This behavior is to be expected; user profiles are not imported at this point.

User Profile Service

You need to turn on the User Profile Service on at least one server in your farm.

To turn on the User Profile Service
  1. In Central Administration, under System Settings, click Manage services on server.

  2. On the Server drop-down list, choose Change Server.

  3. Choose the server where you want to run the User Profile Service.

  4. In the Service list, click Start for the User Profile Service.

    NoteNote:
    Do not turn on the User Profile Synchronization Service. We'll do that later after we've configured the User Profile service application.

Next, let's create a User Profile service application.

To create a User Profile service application
  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click New, and then click User Profile Service Application.

  3. Type a name for the service application in the Name box.

  4. Under Application Pool, choose SharePoint Web Services Default from the Use existing application pool list.

  5. In the Profile Synchronization Instance drop-down list, choose the server where you want to run the User Profile Synchronization Service.

    NoteNote:
    Make note of the server that you choose here. You'll need it for the next procedure where we'll start the service.
  6. In the My Site Host URL box, type the URL of the My Site Host that you created.

  7. Optionally change other settings to meet the needs of your organization. The default settings work fine for hybrid environments.

  8. Click OK.

Now we need to turn on the User Profile Synchronization Service. Be sure that you turn it on on the server that you specified as the Profile Synchronization Instance when you created the service application.

To turn on the User Profile Synchronization Service
  1. In Central Administration, under System Settings, click Manage services on server.

  2. On the Server drop-down list, choose Change Server.

  3. Choose the server that you specified as the Profile Synchronization Instance.

  4. In the Service list, click Start for the User Profile Synchronization Service.

  5. Type the credentials for the account shown, and click OK.

    NoteNote:
    This service can take several minutes or longer to start. Refresh the page occasionally until you see a status of Started.

Next, we'll configure the App Management Service.

App Management Service

You need to turn on the App Management Service on at least one server in your farm.

To turn on the App Management Service
  1. In Central Administration, under System Settings, click Manage services on server.

  2. On the Server drop-down list, choose Change Server.

  3. Choose the server where you want to run the Managed Metadata Web Service.

  4. In the Service list, click Start for the App Management Service.

Next, let's create a App Management service application.

To create a App Management service application
  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click New, and then click App Management Service.

  3. Type a name for the service application in the Service Application Name box.

  4. Under Application Pool, choose SharePoint Web Services Default from the Use existing application pool list.

  5. Click OK.

Hybrid uses the Microsoft SharePoint Foundation Subscription Settings Service which is turned off by default in SharePoint Server 2013. Use the following procedure to turn it on.

To turn on the Microsoft SharePoint Foundation Subscription Settings Service
  1. In Central Administration, under System Settings, click Manage services on server.

  2. On the Server menu, choose the server where you want to run the service.

  3. For the Microsoft SharePoint Foundation Subscription Settings Service, click Start

You must also have a Subscription Settings service application and proxy. These must be created by using Windows PowerShell. Use the example script provided at New-SPSubscriptionSettingsServiceApplication.

Active Directory Domain Services synchronization connection

For hybrid, we need a synchronization connection with Active Directory Domain Services for the User Profile service. If you haven't already configured one, use the following procedure to do so.

To configure a synchronization connection
  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click the User Profile service application.

  3. Click Configure Synchronization Connections.

  4. Click Create New Connection.

  5. Type a name for the connection in the Connection Name box.

  6. In the Forest name box, type the name of your domain, for example, contoso.com.

  7. Type the user name and password of your domain administrator.

  8. Click Populate Containers.

  9. Expand the domain node, and select the check box for the object where your users are located.

  10. Click OK.

Next, we'll verify some user properties in the User Profile Service.

The Work email user property needs to contain the email address that you configured for each user in Active Directory Directory Services. Also, the User Principal Name property must be mapped to the userPrincipalName attribute. Use the following procedure to verify both of these mappings.

To verify user profile properties
  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click the User Profile service application.

  3. Click Manage User Properties.

  4. In the Property Name column, confirm that User Principal Name is mapped to userPrincipalName in the Mapped Attribute column.

  5. In the Property Name column, confirm that Work email is mapped to mail in the Mapped Attribute column.

If either of these properties is not mapped as described, you need to update the mapping.

Synchronize user profiles

After you verify the user property mappings, we need to synchronize the UPN domain suffix and email address that we configured in Active Directory Domain Services. To do this, you have to start a profile synchronization.

To start profile synchronization manually
  1. On the SharePoint Central Administration website, in the Application Management section, click Manage service applications.

  2. Click the User Profile service application.

  3. On the Manage Profile Service page, in the Synchronization section, click Start Profile Synchronization.

  4. On the Start Profile Synchronization page, select Start Incremental Synchronization to synchronize the profiles that you have updated.

  5. Click OK.

    NoteNote:
    Refresh the Manage Profile Service page to view the profile synchronization status.

That's all the configuration that you need to do for the App Management Service. Next, move on to the next step in your roadmap.

Weergeven: