Ignite 2017 Pre-Day Training – SharePoint and Office 365 Hybrid Scenarios

Join myself, Neil Hodgkinson, Spence Harbar, Bob Fox, and other industry experts for a Microsoft Ignite pre-day training on implementing hybrid scenarios with SharePoint and Office 365.

Cloud computing has become a popular way to reduce capital and operational expenditures, renew IT innovation, and gain the advantage of more rapid software delivery to meet the needs of business. However, compliance, data sovereignty, sensitivity concerns, or a significant investment in customization may limit your organization’s ability to take advantage of this. Today you can maximize your on-premises investment by upgrading to SharePoint Server 2016 and using hybrid scenarios in Office 365 to seamlessly leverage the cloud. This pre-day workshop is designed to give you the deep technical knowledge to deploy SharePoint Server 2016 as well as design and implement the latest hybrid scenarios including search, auditing, taxonomy and more.

Attendees will receive instructor led training on best practices for implementing a variety of hybrid scenarios and workloads, training materials, to include documentation and presentations and a each, a dedicated lab environment including a SharePoint Server 2016 farm and an Office 365 Tenant that can be used to complete hands on labs during and after the event.

Space is limited, register today https://www.microsoft.com/en-us/ignite/agenda.

What’s new in SharePoint Server 2016 Installation and Deployment

At Microsoft Ignite in Chicago, IL we disclosed the initial infrastructure investments we’re making in SharePoint Server 2016.  This article describes initial investments made in installation and deployment of SharePoint Server 2016. 

NOTE Features and capabilities are subject to change.

System Requirements


Deployment type and scale



Hard disk

Database server running a single SQL instance

Development or evaluation installation with the minimum recommended services

64-bit, 4 cores

12-16 GB

80 GB for system drive

100 GB for second drive

Database server running a single SQL instance

Pilot, user acceptance test running all available services

64-bit, 4 cores

16-24 GB

80 GB for system drive

100 GB for second drive and additional drives

Web server or application server in a three-tier farm

Development or evaluation installation with the minimum number of services

64-bit, 4 cores

8-12 GB

80 GB for system drive

80 GB for second drive

Web server or application server in a three-tier farm

Pilot, user acceptance test running all available services

64-bit, 4 cores

12-16 GB

80 GB for system drive

80 GB for second drive and additional drives

NOTE Disk space and number of drives depends on the amount of content and the method chosen to distribute data for a SharePoint environment.

Deployment Scenarios

  SharePoint Server 2013 SharePoint Server 2016
Workgroup Unsupported Unsupported
Domain Controller Developer Installation Developer Installation
Client OS Unsupported Unsupported
Dynamic Memory Unsupported Unsupported
Windows Web Server Unsupported Unsupported

Operating System Requirements

SharePoint Server 2016 is supported on Windows Server 2012 R2 and Windows Server Technical Preview. Evaluation copies of both operating systems can be downloaded from the TechNet Evaluation Center:


.NET Framework

The required version of .NET Framework is different for Windows Server 2012 R2 and Windows Server Technical Preview “Threshold”.

  • Windows Server 2012 R2: SharePoint 16 requires .NET Framework 4.5.2
  • Windows Server Technical Preview "Threshold": SharePoint 16 requires .NET Framework 4.6 Preview, which comes with Windows Server Technical Preview "Threshold".

NOTE Beginning January 13, 2016, .NET Framework 4.5.2 will be the minimum version of .NET Framework 4.x supported by Microsoft. See the Microsoft .NET Framework Support Lifecycle Policy FAQ at http://support.microsoft.com/gp/Framework_FAQ for more information.



SharePoint Server 2016 prerequisites are similar to those required to install SharePoint Server 2013 and can be installed manually or with the Prerequisite Installer:

All the required prerequisites are installed by the SharePoint Prerequisite installer.

The SharePoint Server 16 Prerequisite Installer (prerequisiteinstaller.exe) installs the following software, if it has not already been installed on the target server:

Application Server Role, Web Server (IIS) Role. You can enable the Web Server (IIS) role and the Application Server role in Server Manager. However if the server is not connected to the Internet, the http://support.microsoft.com/en-us/kb/2765260 article has an Offline method that explains how to use several Window PowerShell cmdlets to add and enable these roles.

Microsoft SQL Server 2012 Native Client. Installs with the Microsoft SQL Server 2012 Feature Pack [http://www.microsoft.com/en-us/download/details.aspx?id=29065]

    The Microsoft® SQL Server® 2012 Feature Pack is a collection of stand-alone packages which provide additional value for Microsoft® SQL Server® 2012. It includes the latest versions of:

    • Tool and components for Microsoft® SQL Server® 2012.
    • Add-on providers for Microsoft® SQL Server® 2012.

Microsoft ODBC Driver 11 for SQL Server [http://www.microsoft.com/en-us/download/details.aspx?id=36434]

Microsoft ODBC Driver 11 for SQL Server is a single dynamic-link library (DLL) containing run-time support for applications using native-code APIs to connect to Microsoft SQL Server 2005, 2008, 2008 R2, SQL Server 2012, SQL Server 2014 and Windows Azure SQL Database.   This redistributable installer for Microsoft ODBC Driver 11 for SQL Server installs the client components needed during run time to take advantage of new SQL Server 2012 features, and optionally installs the header files needed to develop an application that uses the ODBC API.

Microsoft Sync Framework Runtime v1.0 SP1 (x64) [http://www.microsoft.com/en-us/download/details.aspx?id=17616]

Microsoft Sync Framework is a comprehensive synchronization platform that enables collaboration and offline scenarios for applications, services, and devices. Developers can build synchronization ecosystems that integrate any application and any type of data, using any protocol over any network. This service pack is intended to fix a handful of bugs as well as to transition to a public-facing change tracking API that is new in SQL Compact 3.5 SP2.

Windows Server AppFabric 1.1 [http://www.microsoft.com/en-us/download/details.aspx?id=27115]

    AppFabric is a set of integrated technologies that make it easier to build, scale, and manage Web and composite applications that run on IIS. AppFabric targets applications built using ASP.NET, Windows Communication Foundation (WCF), and Windows Workflow Foundation (WF).

    It provides out-of-the-box capabilities for you to easily build and manage composite applications, including:

    • Enhanced design and development tools in Visual Studio to build rich composite applications
    • Management and monitoring of services and workflows via integration with IIS Manager and Windows PowerShell
    • Distributed in-memory application cache to improve application performance

Cumulative Update Package 1 for Microsoft AppFabric 1.1 for Windows Server (KB2671763) [http://support.microsoft.com/en-us/kb/2671763]

Cumulative update package 1 for Microsoft AppFabric 1.1 for Windows Server. This hotfix package resolves several issues and adds several features that are described at https://support.microsoft.com/en-us/kb/2671763.

Microsoft Identity Extensions [http://www.microsoft.com/en-us/download/details.aspx?id=15373]

Microsoft Federation Extensions for SharePoint 3.0 enables interoperable federated access to SharePoint 3.0 sites using the WS-Federation standard. It is built using the Windows Identity Foundation and supports use of ADFS 2.0 as an identity provider.

Microsoft Information Protection and Control Client [http://go.microsoft.com/fwlink/?LinkID=528177]

The Active Directory Rights Management Services (AD RMS) Client 2.x is software designed for your computers to help protect access to and usage of information flowing through applications that use AD RMS.

Microsoft WCF Data Services 5.0 [http://www.microsoft.com/en-us/download/details.aspx?id=29306]

WCF Data Services 5.0 enables creation and consumption of data services for the Web according to version 3 of the Open Data Protocol (OData), which facilitates data access and change via standard HTTP verbs. WCF Data Services 5.0 includes .NET Framework server and client libraries as well as Silverlight client libraries.

Microsoft WCF Data Services 5.6 [http://www.microsoft.com/en-us/download/details.aspx?id=45308]

This installer will update the NuGet packages referenced by the WCF Data Services item templates to version 5.6.3. This installer also makes the code generation (the “Add Service Reference”) for consuming OData V3 endpoints available for all current and future .Net 4.5.X versions.

Microsoft .NET Framework 4.5.2 [http://support.microsoft.com/en-us/kb/2934520]

The Microsoft .NET Framework 4.5.2 is a highly compatible, in-place update to the .NET Framework 4.5.1, the .NET Framework 4.5, and the .NET Framework 4. However, it can run side by side with the .NET Framework 3.5 Service Pack 1 (SP1) and earlier versions of the .NET Framework.

The .NET Framework 4.5.2 for Windows 8.1, Windows RT 8.1, and Windows Server 2012 R2 is available on Windows Update and on Windows Server Update Service (WSUS).

Update for Microsoft .NET Framework to disable RC4 in Transport Layer Security (KB2898850) [http://www.microsoft.com/en-us/download/details.aspx?id=42883]

Resolved a security issue that has been identified that could allow an unauthenticated remote attacker to compromise a system and gain access to information.

Visual C++ Redistributable Package for Visual Studio 2013 [http://www.microsoft.com/en-us/download/details.aspx?id=40784]

The Visual C++ Redistributable Packages install run-time components that are required to run applications that are developed by using Visual Studio 2013, on computers that don't have Visual Studio 2013 installed. These packages install run-time components of these libraries: C Runtime (CRT), Standard C++, ATL, MFC, C++ AMP, and OpenMP.

SharePoint Database Server Requirements

SharePoint Server 2016 requires SQL Server 2014 for its databases. You can download SQL Server from the TechNet Evaluation Center at http://www.microsoft.com/en-us/evalcenter/evaluate-sql-server-2014.   In addition SharePoint Server 2016 will support SQL Server 2016.  For additional information on SQL Server 2016 see also http://www.microsoft.com/en-us/server-cloud/products/sql-server-2016/.

MinRole (v1) Overview

One of the early new infrastructure advancements in SharePoint Server 2016 is a new concept, MinRole. MinRole is designed to transform guidance into code, simplifying deployment and scale with SharePoint ensuring a request is served end-to-end by the receiving server based on the origination of the request (I.e. end user or batch processing) and role of the destination server.

In previous versions of SharePoint, installation is role agnostic, which being a SharePoint servers’ role was only defined by what services were provisioned and its placement in a SharePoint Farm topology.  In many cases to serve a request, whether end user initiated or otherwise, the request traversed the scope of the SharePoint topology.

In addition, for each role there were specific documented recommendations to address performance and capacity planning, see also Streamlined Topologies for SharePoint Server 2013


In SharePoint Server 2016 documentation was put into code based on the experience of running SharePoint at scale in Office 365.  MinRole provides an out-of-the-box experience that provides topology recommendations, simplifies on-premises server farm deployments, and reduces the unit of scale to simplify capacity planning while providing predictable performance characteristics through enabling selective provisioning of SharePoint server roles based on position and function within a topology. 


MinRole enables an administrator to select the appropriate server role for a specific server when provisioning SharePoint Server 2016 based on five (5) predefined configurations:

Role Name


Special Load Reserved for services to be isolated from other services, I.e. 3rd party, PerformancePoint, etc.
Web Front End Services end user requests, optimized for low latency.
Single Server Farm Provisions all services on the server for a single server deployment.  This role is provided for evaluation and development purposes.
Search Reserved for Search services.
Application Services the backend jobs or the requests triggered by backend jobs, optimized for high throughput.
Distributed Cache Services distributed cache for the farm. Optionally, the server assigned to this role can load balance end user requests among the web front ends.

A predefined server role is configured and optimized for its intended purpose provisioning the expected services designed to support its function within a server farm environment.

In SharePoint Server 2016 MinRole can be instrumented through the PSConfig GUI or command line.


PSConfig and Windows PowerShell

MinRole adds a new command line parameter, localserverrole, that can be used to specify the role that should be assigned to a specific server when configuring SharePoint Products and Technologies and accepts the following values:

  • SpecialLoad
  • WebFrontEnd
  • SingleServerFarm
  • Search
  • Application
  • DistributedCache


Example 1 PSConfig.exe


psconfig.exe -cmd configdb -create –server [Database Server Name] –database [Configuration Database Name] –user [Farm Service Account] –password [Farm Service Account Password] –passphrase [Passphrase] –admincontentdatabase [Central Administration Content Database Name] -localserverrole SingleServerFarm


Example 2 Windows PowerShell

New-SPConfigurationDatabase –DatabaseName [Configuration Database Name] –DatabaseServer [Database Server]
       –AdministrationContentDatabaseName [Central Administration Content Database Name] –Passphrase (ConvertTo-SecureString 
       [Passphrase] –AsPlaintext –Force) –FarmCredentials (Get-Credential) -localserverrole SingleServerFarm



MinRole provisioning is available through PSConfigUI.exe in addition to PSConfig.exe.


Example 1 PSConfigUI.exe



Demo Video


NOTE Sequences shortened.


Health Rules and Compliance

To ensure role-based servers remain in compliance with their specified configuration – SharePoint Server 2016 includes new SharePoint Health Analyzer Health Rules to evaluate individual server role compliance and notify administrators of any changes to a predefined server role. 


For example, if a server role is provisioned as a Web Front End and an unexpected service (I.e. Search) is provisioned on that machine, the SharePoint Health Analyzer will detect the deviation and generate a warning indicating the server is out of compliance in addition to providing an option to programmatically resolve the issue and bring the server back within compliance with its configured role definition.  


The Health Rules that monitor the status of server roles scan daily comparing the service instances on servers to their expected configuration (per the assigned role) and generated a Health Report detailing any deviation from the assigned role to include:

  • Service instances that are stopped, but we were expecting them to be started​
  • Service instances that are started, but we were expecting them to be stopped​

NOTE The Special Load role is exempt from scanning.

Administrators can change the scan schedule and/or disable the scan entirely in addition to disabling the auto-fix capabilities designed to ensure a server remains within compliance with its assigned role.  In the event automatic fix is disabled, MinRole will not enforce compliance with the servers’ assigned role.   In addition MinRole provides support for automatic provisioning of services assigned to a servers’ respective role.

In conclusion, MinRole improves performance and reliability through ensuring an incoming request is served by the receiving server, reducing server to server interaction, reducing dependencies, and improving speed – enabling a model based on unit scale that provides better load distribution and proper sizing when compared to SharePoint Server 2013.

NOTE SharePoint Server 2016 does not support standalone installation which automatically installed SQL Server Express Edition and configured the farm on a single computer.

You can deploy SQL Server and then configure the SharePoint farm separately using SharePoint Farm Configuration Wizard in Central Administration.

Upgrade and Migration

SharePoint Server 2016 will support upgrade from SharePoint Server 2013.  To upgrade from SharePoint Server 2013 to SharePoint Server 2016, you can use the database-attach method to upgrade. In the database-attach method, you first create and configure a SharePoint Server 2016 farm. Then you copy the content and service application databases from the SharePoint Server 2013 farm, and then attach and upgrade the databases.  This upgrades the data to the new version.

NOTE Site collections provisioned in backward compatible SharePoint 2010 (14) mode, must be upgraded to 2013 prior to upgrading to SharePoint Server 2016.  For additional information on upgrading site collections to SharePoint 2013 see also https://technet.microsoft.com/en-us/library/jj219650.aspx.

Additional Resources

Learn more about the evolution of SharePoint, roadmap, futures, and the road ahead:

BLOG The Evolution of SharePoint [http://blogs.office.com/2015/02/02/evolution-sharepoint/]

BLOG SharePoint Server 2016 Update [http://blogs.office.com/2015/04/16/sharepoint-server-2016-update/]

VIDEO The Evolution of SharePoint: Overview and Roadmap [https://channel9.msdn.com/Events/Ignite/2015/FND2203]

SLIDES The Evolution of SharePoint: Overview and Roadmap [http://video.ch9.ms/sessions/ignite/2015/decks/FND2203_Baer.pptx]

Learn more about platform investments in SharePoint Server 2016:

VIDEO What’s new for IT Professionals in SharePoint 2016 [https://channel9.msdn.com/Events/Ignite/2015/BRK2188]

SLIDES What’s new for IT Professionals in SharePoint 2016 [http://video.ch9.ms/sessions/ignite/2015/decks/BRK2188_Walters.pptx]

Next month:  What’s new in SharePoint Server 2016 Operations and Management

The SharePoint Journey

Microsoft Ignite will open the window to our vision, strategy, and future for SharePoint and provide a first look at most recent developments with SharePoint Server 2016.  From the business value for organizations looking to modernize their workplace and infrastructure to the technical value it will deliver to IT Professionals and Developers as well as new hybrid investments for those customers looking to enrich their existing investments with cloud innovation.

With Microsoft Ignite just around the corner, it’s time to look back and provide a little historical SharePoint information.

There have been 5SharePoint releases.


“Exchange and SharePoint become best friends”

Exchange Server works on a new information store (Web Store) to support document, web content, and e-mail management.

Codename Tahoe (the genesis of SharePoint Products and Technologies) advances Platinum introducing document management capabilities through WebDAV – Document Authoring and Versioning in addition to an improved search and indexing engine.

Platinum and Tahoe would represent a new, next generation messaging, collaboration, and document management platform.

Learn more about the evolution of SharePoint’s storage architecture at http://blogs.technet.com/b/wbaer/archive/2012/12/20/shredded-storage-and-the-evolution-of-sharepoint-s-storage-architecture.aspx.


“A gem is found in nuggets”

Microsoft makes available a free download called Digital Dashboard Starter Kit introducing our first portal framework.   Solutions based on the starter kit enabled a user interface that could reside within Outlook through visual aids called “nuggets” that displayed information from a variety of content sources – “nuggets” would later take on the name Web Parts.


“A rolling milestone gathers no moss”

Tahoe reaches its beta 1 milestone in early 2000 and the Digital Dashboard Starter Kit is renamed the Digital Dashboard Resource Kit.  In mid-2000 Tahoe reaches another important milestone (Beta 2) with important changes to include a new user interface based on the Digital Dashboard Resource Kit creating a “true” portal user experience and subsequently retiring its codename in favor of SharePoint Portal Server 2001.


“So it begins”

SharePoint Portal Server 2001 is released and creates a portal web site that allows users to share documents and search for information across the organization and enterprise, including SharePoint Team Services-based Web sites—all within one extensible portal interface. SharePoint Portal Server includes robust document management features that allow companies to incorporate business processes into their portal solution, but is limited by the Web Store and Digital Dashboard.

Web Store performance and scalability limited the expansion of SharePoint and Digital Dashboards were developed outside of the core development platform (Visual Studio) which limited the audience for extensibility.

In parallel the fledging portal market began to see unprecedented growth and overlap with the existing  Web Content Management (WCM) market which included CMS 2001.

As the growth and adoption of SharePoint Portal Server 2001 continued to rise in the then new portals market, SharePoint Team Services was released in conjunction with Office 2000 providing web-based team-centric collaboration capabilities.



“Raise the roof”

The Web Store, the storage foundation for SharePoint Portal Server 2001 is replaced with SQL Server as the storage backend – on the other side of the topology Digital Dashboards were phased out in favor of ASP.NET improving overall scalability and portal capabilities at the expense of some document management capabilities, notably document profiles and workflow that were to be removed from the upcoming SharePoint release.

This was also a tumultuous time for SharePoint Team Services – but in the end the teams responsible for SharePoint Portal Server and SharePoint Team Services were converged.  In parallel to the changes affecting the technologies that powered SharePoint, CMS evolved as well leveraging ASP.NET on the frontend and delivered as CMS 2002.

In 2002 SharePoint Team Services officially was renamed as Windows SharePoint Services (WSS) and packaged in Windows Server 2003 as a Feature of the server – like SharePoint Portal Server it also provided a collaboration store and Web Part user interface build on ASP.NET.

In this same period SharePoint Portal Server (v2 at the time) was officially branded Microsoft Office SharePoint Portal Server 2003 (no longer referred to as codename Matrix), built on top of Windows SharePoint Services, but delivered independent of Windows Server 2003.


This new release contained important scenarios such as search and indexing, but also ushered in personalization (people-centric collaboration), and enhanced taxonomy capabilities with improved overall manageability.


“Got SOX”?

SOX or Sarbanes-Oxley is introduced to the world and changes document and records management practices.  In response, the CMS and SharePoint Portal Server groups converge in 2004 and Web Parts built using ASP.NET were enabled for developers.  The extensibility era begins…

Near the end of 2005 ASP.NET v2 launches to include new native Web Parts and Windows Workflow Foundation becomes a native add-on to Windows Server that provides a new workflow service that other applications can build on.


“Time to Groove”

In 2005, Grove was acquired, a peer-to-peer (P2P) team-based collaboration product that also includes synchronization of SharePoint sites.


“Who puts MOSS on a server anyway”

Microsoft Office SharePoint Server 2007 is born signifying a leap forward in experiences.

Microsoft Office SharePoint Server 2007 was defined as a Microsoft server product that creates a portal website that allows users to share documents and search for information across the organization and enterprise within one extensible portal interface.


Windows SharePoint Services moves forward, but now as a standalone product versus Windows Server feature.

Groove Server 2007 is released with Microsoft Office SharePoint Server 2007, which provides the server software and tools that IT organizations can use to best deploy, manage, and integrate the Groove functionality that comes with the new Groove 2007.


SharePoint Server 2010 is released, the first in two successive releases to drop the Microsoft Office branding.


Groove is renamed SharePoint Workspace and released as Microsoft SharePoint Workspace 2010, the server management platform remains Groove Server and released as Groove Server 2010.


10/11/12 the world is introduced to the most recent generation of SharePoint Products and Technologies, SharePoint 2013.


Personal sites, a staple of SharePoint people-centric collaboration are rebranded and paired with a new sync client powered by Groove as SkyDrive Pro, over the course of the SharePoint Server 2013 release these capabilities will become OneDrive for Business.


The next generation of SharePoint is revealed as SharePoint Server 2016 – want to learn more…  Register now for Microsoft Ignite.

Top 3 sessions to learn more about SharePoint Server 2016 at Microsoft Ignite

Top 3 sessions to learn more about SharePoint Server 2016 at Microsoft Ignite.

BRK2188 What’s new for IT Professionals in SharePoint 2016


In this session you’ll learn about the core platform investments we’re making in SharePoint 2016 from deployment and implementation, patching and upgrade, improvements, in addition to both new and changes to existing services in SharePoint.  We’ll demonstrate new installation techniques, monitoring, and more.  If you’re responsible for deploying, managing, or planning SharePoint implementations this session is for you.

FND2203 The Evolution of SharePoint: Overview and Roadmap


In this Foundation Keynote we’ll discuss the evolution of SharePoint in the cloud and on-premises, share information about our investment areas in SharePoint 2016, demonstrate some of these investments and set the stage for the week of SharePoint ahead at Microsoft Ignite.


Implementing Next Generation SharePoint Hybrid Search with the Cloud Search Service Application


This session is intended for IT Implementers / Professionals looking to understand the advanced hybrid search capabilities included in SharePoint Server 2016.