SharePoint 2013: New Farm Administrator Checklist
New Farm Admin Checklist
- Identify key staff
- network admins
- sysadmins
- SharePoint admins
- database admins
- Hypervisor admins
- IT managers
- stakeholders (department leads, managers, directors)
- Identify customer initiatives
- Immediate needs and goals
- Mid/long term needs and goals
- Urgent issues
- Identify SharePoint Farms
- Number of farms and their network and physical locations
- Production / staging / development?
- Type / usage / role (content, collaboration, records management, MySites, Legal, etc)
- Check Central Administration and become familiar with the farm's:
- Health Report
- Search status
- Web applications and their configuration
- Internal / external facing
- Site collections per web application
- Search Content Sources
- Search Crawl Schedule
- Crawl account
- Managed accounts
- Failed Job History
- Service Applications and status
- Services on Server and status
- User Profile configuration, sync method: AD Import?
- Patch status
- Authentication methods (Windows: NTLM, Kerberos, Basic. Anonymous; Forms: LDAP, SQL Server, Custom; SAML)
- Authentication Modes (Classic, Claims-based)
- Installed farm solutions and status
- Check Site Collections and become familiar with:
- Navigation
- Installed site solutions
- Site collection features listing and activation status
- Style method: themes, master page, direct CSS
- Remote into each farm server and become familiar with that server's:
- Event logs
- Memory installed
- CPU
- Memory and CPU usage
- NICS: one, two (internal, external)
- Installed farm systems and their versions (Windows, SP, SQL Server, IIS, AppFabric, Workflow, OWA, PHA, etc)
- Uses database alias?
- Check each server VM (if virtualized) configuration settings:
- Virtualization host type: VMWare, HyperV
- Memory allocation start, max, dynamic/static
- Distributed cache/Search
- CPU virtual:physical cores: 2:1, 1:1, etc? Oversubscribed? 1:1 best
- Hyperthreading enabled
- NUMA?
- Virtual LAN for farm server-to-server?
- Failover clustering?
- Check SQL Server
- AlwaysOn configuration
- List databases, sizes, locations, recovery type (simple,
- list logons, their mapping and roles
- Dedicated to farm?
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