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Dave Wollerman's SharePoint Blog

I use this blog to share information with the community plus also as a repository for reference material on unique situations that I have come across.

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Site Collection Taxonomy Thoughts

This post is inspired by a comment I recently recieved from someone asking about when to use site collections vs sub sites and what things are shared within a site collection and what things are not. Since I don't really see this type of foundation topic being discussed (compared to all the topics about the fun cool features), I figured that I would try to put together a list and some examples together for everyone.

First, I want to discuss the definition of site collections (at least in my opinion). Site collections are a means to provide a stand alone secure container to allow like, or related content to be shared within. If you see, I refer to site collections as "containers" or in Active Directory terms, "Organizational Units". Its a means to provide organization in your environment while keeping the content inside physically unrelated to any other container.

So, the question is when do you use site collections rather than just building out a heirarchy on a single site collection? I have another post that goes into the logical archiecture of site collections and the benefits of some of the features it provides, but in this post I wanted to discuss other reasons for people to think about when designing the site collection taxonomy. In the above definition I mention the container allows for "like" or "related" content to be shared. What I mean by this is the site collection content will be related back to a sole purpose, topic, and/or area.

You can think of this as the separation of "public" (or formal) content and "private" (or informal) content. Formal content is content that requires a formal buisness process. This content is usually public (internal public to a company) content that requires specific approvals before being displayed to the masses. Informal content is content that is more ad-hoc and privately shared with a team or a small group of individuals. There are times where informal content being worked on by a team becomes formal content when published to the main intranet web site.

For example, everyone's first thought with SharePoint is "I want to use it for my Intranet". Thats fine, first we need to define the term InTRAnet. InTRAnet to me is internal internet, meaning that if SharePoint is your providing application then the entire SharePoint farm is technically your inTRAnet. Looking at it this way you can relate to the external inTERnet (or internet for short). You don't think that the inTERnet is a single site right? With Microsoft and google as sub sites.. :) Then why does the thinking behind creating an inTRAnet start with a single site and includes the entire companies content, workspaces, and what have you all within that single site?

The bottom line to think about is not what every single site needs... the object is to "categorize" your companies needs into a manageable intranet environment. Examples of this are

  • Personal Sites (1 site collection per person, more ad hoc, life cycle managed, self service creation, personal space for that person only. Informal Content)
  • Project Workspaces (1 site collection per project, more ad hoc, life cycle managed, self service creation, content avaiable for that project only. Informal Content)
  • Team sites (1 site collection per team, more ad hoc, life cycle managed, self service creation, content available for that team only. Informal content.)
  • Division Portals (1 site collection for each division and department, content available across that division or department only. Formal Content)
  • Central Portal (1 site collection, content available across the ogranization. Formal Content)

I am not looking to preach to what people should do rather then to give them alternative ways of thinking when it comes to what SharePoint is and what it can do. The big thing I tell all my clients is that there is no clear right or wrong decision on using SharePoint. If a single site collection is all that is required, then that is right for that situation. I hope that this post helps people with their decisions in using SharePoint.

Comments

 

Eddie C said:

Hi Dave

My company is planning to upgrade our intranet website to use Sharepoint 2007. The website is mainly to provide information to all the employees although certain areas are restricted to department or branch staff. I have a few questions about Sharepoint that I hope you will be able to help me with:

1) If we put each division as a site collection (e.g. HR, Banking, IT), can they be linked up as one website hierarchy? I mean, for example, if I search in the Banking site collection will the search span across all the other site collections?

2) Is a portal the default top level site collection (or homepage) for a web application? Can a web application have more than one portal? I am confused as to what a portal actually is (e.g. where it sits in that diagram you drew up for the blog "Site Collection Logical Architecture").

3) If we decided to have only one site collection for the intranet website, would it be possible to create a site that is not a tab in the main page and has links to several more subsites? I hope I am making sense - for example, from the homepage there is a link to Banking which opens the Banking main page (not as a tab) and this in turn has several links to Credit Services, Loans, etc. We feel it is more appropriate to have a site collection for each?

4) Finally, I am confused as to the roles of web application and SSP. Can we have more than one SSP in a farm or more than one SSP per web application? What is the difference between a SSP and a web application?

I hope these questions do not sound silly. Any advice you can provide would be greatly appreciated.

Thanks

February 28, 2008 2:14 PM
 

dwollerman said:

There is alot of information your searching for in your comment, but I will try to tackle them one by one...

1. Yes, search can span your entire sharepoint environment, file shares, exchange folders, etc, but the catch is that you need to have at least MOSS Standard edition to do so. Just having WSS doesn't allow this. WSS only searches its own site collection.

2. Portal is just a term to identify an area where everyone can go for a particular topic. The term portal was used to describe the product for sharepoint in the 2003 version of the product. Now for 2007, the term portal has been removed (although it still shows up in the template names for MOSS Publishing).

So the first question about the top level of a web application. The web application is only a container. It really doesn't contain anything unless a site collection is created. You can create a site collection at the root level url called a managed path. The root level url is defined as an explicit managed path called "/" and there can only be one site collection created at that url.

The other question about having one portal or many in a web application is that Yes, you can have many site collections hosted in a web application. A site collection can use pretty much any of the site templates as its top-level site, so you can have 100 "collaboration portals" in a web application. I am not sure if you want to do them all as collaboration portals, but they give you the option.

As far as where a "portal" would show up in my logical architecture diagram, it would be created as a site collection.

3. The line between decideing to go all site collections or single site collection is very small. There is no really right or wrong answer here. There are pros and cons for each. Microsoft put the scalability of sharepoint at the site collection level. Meaning that if you have only 1 site collection, you can't take advantage of the administration of the databases and web applications. They give you the ability to host multiple site collections in multiple databases across a single web application to assist with both scale, load and performance, and database maintenance.

The problem comes in when you have to report across the information in different site collections. You will need to either have MOSS and use search, or write something custom to roll up information across your farm. Corasworks has a great tool for this as well, but they can be pricey for some companies.

4. Yes, you can have 1 or more (up to 20) SSPs per farm. No, you cannot have a web application be associated with more than one SSP. The SSP allows services to be shared across multiple web applications, such as search, user profiles and my sites, audiences, Excel Services, and BDC applications.

It also is the content index. Meaning 1 SSP = 1 Content Index. You can have multiple sources in the index, but it can only contain 1 content index. If you have another SSP created, then it will have its own content index and searches from a web application in SSP A will not search on SSP B. For an intranet, I have not found a reason to have more than one SSP, so unless you have a very large enterprise company that is expected to have over 50 million items in their content index, I think a single SSP would be fine for your situation. If you create a public internet site or extranet on the same farm, then you might consider creating an SSP for those web applications only.

Hope this helps.

February 29, 2008 7:26
 

Eddie C said:

Thanks, Dave, you have cleared up a few things for me. I will study your answer further but am sure I'll have more questions later. Thanks again.

March 3, 2008 11:47 PM
 

zack said:

Thanks. So what about data size and number of people? The amount of collaboration and data sharing matters here.  

Since CorasWorks could cost over 50 G's to implment, I would not recommend it for a company of less than 1000 users. So let's talk about these little guys.

For a company of 500 users that share certain business lists like say clients, vendors, products offered by the company itself, etc., with organization around products and departmenets and teams that overlap in many ways, is one site collection a slam dunk? The dats is about 5 GB and SQL is clustered.

What about delegating admin thru subsite administrators? Can they accomplish most things?

March 26, 2008 5:31 PM
 

dwollerman said:

Zach,

I want to start by saying that CorasWorks (last I checked) was not $50K. I believe they are around 12-15K at the most. Using MOSS Search capabilities along with a well designed environment plus content types and site columns, you can come very close to achieving the same results. All it takes is a little thought and creativity to accomplish.

I personally would never recommend a single site collection for an entire companies collaboration needs. I am part of an organization with half that amount of people, and we have many site collections.

I wouldn't short change the benefit and value of utilizing SharePoint to its greatest ability because a company has a limited amount of users. Yes, it might be easier to contain the information all in a central location, but there is a bigger picture. And most of the time it is a different picture for every company. Plus, taxonomy isn't just about organization and hierarchy. It is also related to how a company does buisness. If the company has many projects, then I would never recommend a single site collection. I would recommend a site collection for each project, especially if the client is part of the collaboration.

If the company just wants to publish information to share as an organization, then maybe a single site collection is recommended for the formal enterprise wide sharing of the content, but the collaboration working environments are more adhoc and informal allowing the dynamic ability of a company to quickly adapt to the type of work required to be done. Having this done at the site collection level maximizes the ability to archive the content as a whole, maintain security in its own segragated area, and allow the team to benefit with the extra features they can use that will only target their particular area.

Yes, each sub site can have its own security, but with everyone in a single site colleciton with different admins at levels throughout the hierachy, you open the door for people to over take and create uncontrolled heirarchies and delegations of other users to admin level throughout the environment. This will potentially expose all your data, where being contained in a single site collection "Project A" will not conflict with the settings and security of "Project B".

March 26, 2008 8:29 PM
 

Kathy said:

Dave,

Thank you for all of the great articles.  Being new to Sharepoint, I have a question regarding creating an effective MOSS 2007 environment for our Project group.

The way they would like to have their site set up is to be able to track all projects - active and archived.  Basically each project needs to have a document library, an action/task list, an issues list and a calendar.

We have several active projects (approximately 50).  I thought I had it figured out by creating pages for each project until I realized that all of the content on the pages was one list, one document library, one calendar and when we tested it, it made the update to all the pages.  

I'm really stuck on how to complete this without having to create a subsite for each project or having to create lists, document libraries and calendars for each project in order to create the pages needed for one site.

I did create a subsite for a confidential project using the Budgeting/Multiple Projects template design.    This works great as it gives me the standard set up for a project and this is exactly what I need for all the other projects.  But I don't want to create a sub-site for each project.

I would sincerely appreciate any advice that you could offer.  I do have screen shots of the pages that I created and what I need to have shown on each project.

Thanks in advance,

Kathy

April 19, 2008 11:53 PM
 

dwollerman said:

One thing you can do is create a site and set it up with everything that you need to start a project. You can then save that site as template and use it to create project sites as they are required.

I would recommend at least creating sites for these projects. If it were up to me I would go as far as creating a site collection for each project. Site collections provide the logical separator between the topics of each project. Site collections can be easily setup to lock down for online archiving, and backed up as a whole entity for near line archiving. Please see my post on Site Collection Logical Architecture at www.sharepointblogs.com/.../site-collection-logical-architecture.aspx for more information about the benefits of using site collections.

Using either method (sub sites or site collections), you can use the site template you create to create the additonal project sites. Also with the use of content types and the power of Microsoft SharePoint Server Search, you can easily gather information related to al projects across the organization.

April 20, 2008 10:25
 

Kathy said:

Dave,

Thank you for the response.  I am guessing that sub-sites are the way to go.  I'm just confused as other people have told me that creating sites is not an option as it would raise flags.  But out of 4 people that I have talked with that are Sharepoint Experts, 3 have told me to create sites.  

Another question - if our home site is a sub-site of a larger architechture, would creating sub-sites be a problem?  For example - our main site is Operations and then we are sub-site from that.

Thanks,

Kathy

April 21, 2008 6:52
 

dwollerman said:

Keep in mind that SharePoint is more than just a single web site, it can be more. Microsoft has designed SharePoint to utilize site collections which a lot of people do not take advantage of. There are a couple posts to check out...

one is mine about SharePoint and Intranets and how they are not just a single web site anymore...

www.sharepointblogs.com/.../corporate-intranet-meaning-through-my-eyes.aspx

the other is a brand new post on the SharePoint Team Blog from the director of technical project management for SharePoint at Microsoft...

blogs.msdn.com/.../sharepoint-platform-and-application.aspx

There is no right or wrong answer here on whether to use sub sites as part of another site or create site collections to host each project. It is up to you, your company, and how they do business. The only thing that I can say is that building an entire working collaborating environment in a single site collection will limit your growth potential (since everything is stored in a single database) and increase administrative work (unique security, shared recycle bins, and limited archiving capabilities).

Make sure you take the time now to analyze how these project areas will be used. Be sure to include administrative responsibilities (disaster recovery, ongoing user management, auditing, sharepoint designer usage, archiving, etc). Look at each scenario from all angles. Once you have done this, which shouldn't take much more than a couple of days at the most, you will have not only the understanding of which way would benefit you and the company, you have the plans to get them accomplished.

April 21, 2008 7:10
 

Kathy said:

Thank you so much for your help.  I'm going to take the articles that you sent to me and use them as a reference for justifying using sub-sites (I'd prefer it this way since I can use the save site as a template feature).

Your help is greatly appreciated!

April 21, 2008 8:25
 

Gregory S. MacBeth - View Gregory MacBeth's profile on LinkedIn said:

I wanted to say a few things that may help when deciding upon when a Farm, Web Application, Content Database

April 23, 2008 10:15
 

Albert B. said:

Dave,

For a corporate deployment, you’ve recommended using separate site collections for each division/department.  In addition to their private/informal page(s), each division will be responsible for a section/site on the central portal (the public/published content available across the organization, not extranet/internet).  Is it better to include those sites in the site collection of the overall central portal, or should they be a part of the same site collection as that division’s private/informal page(s)?

Thanks in advance for your insights,

Albert

May 30, 2008 1:09
 

dwollerman said:

Albert,

There is no one way to design and use site collections. It is up to the customer to determine which mix of site collection grainularity they want to use to best serve their funcitonal and design requirements. The purpose of this post was to make people think about what they mean when they say "intranet".

Some customers I have worked with take the more common formal / informal approach meaning that they have a formal area which contains formalized process to publish content and edit pages. These areas are also shared across the corporation. Then have more informal to adhoc content that consists of team sites, meeting sites, project sites, personal sites, etc. that are more private and locked down to a group of individuals.

I recommend a more heavy use of site collections on the informal side, because this is where people are going to be securing content to a lesser number of individuals or groups, plus the content is more adhoc and the site can become adapable to the team, project, etc needs.

The formal side which is governed at a higher level can either consist of a single site collection which is most likely what companies refer to their "intranet" or multiple formal site collections where departments can govern their own "public" areas within the company. This is where my post is trying to change perspective on what an intranet is or can be to an organization.

The reasons of keeping it all in one, or spliting it out has to do with the functional requirements and the benefits of using a site collections vs sub sites. You can read my other blog post about the benefits of using a site collection (www.sharepointblogs.com/.../site-collection-logical-architecture.aspx).

I am not saying every customer can fall into this methodology. There are smaller organizations that would become overwhelmed managing a larger environment because they either don't have the personnel or it is the same person who is managing everything anyway so site collections pose no advantage in those cases other then the technical benefits.

May 30, 2008 7:40
 

Frank said:

...there are some tools on the market, that allows to implement MULTIPLE taxonomies for your SharePoint portal (WSS/MOSS), so you don't rely too much on main navigation:

SharePartXXL offers an extension with cross-site centrally managed, tree-style categories that can be used in all lists and libraries to categorize the content using different taxonomies, e.g. organizational, by products or geographically. Metadata from categorized content can be shown in dynamic category-based sites for navigation, related items are shown in the items detail view resulting in some kind of browsable corporate knowledge network.

Please check it out:

www.sharepartxxl.com/.../default.aspx

Regards, Frank

June 23, 2008 10:10

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