SharePoint Caching Techniques | Quisitive
SharePoint Caching Techniques
March 24, 2011
We'll look at SharePoint Caching techniques that work, as tried and tested by our in-house experts.

Controlling the Client (Browser) Cache

In any web application caching can be both a benefit and a burden. We use caching to serve pages and objects repeatedly without having to use resources to re-render items that have been previously been processed.

There are also times when reprocessing of previously rendered items is desired because either the data changes frequently or needs to be handled for every request or user differently. There are times when just an individual control, dataset, or other object needs to be stored for reuse and other times the entire page output as rendered needs to be stored and served on successive requests. There are many places where items may be cached including on the server, the client, and many network devices that may reside between the two. ASP.NET uses the System.Web.HttpResponse.Cache object to manipulate the HTTP cache headers that are used to control how a page is cached. The locations where an item may be cached are as follows:

Server: The page is to be cached on the sever that processed the page so that additional requests for the same item are served from cache instead of being reprocessed, conserving server resources.

Public: The page’s content can be cached on the client and on shared (proxy) caches that may reside on networks between the client and server in an effort to conserve network bandwidth.

Private: The page is cached on the client browser and may be cached on shared (proxy) caches, but the shared cache must revalidate the freshness of the content from the server before serving the page to clients.

The System.Web.HttpCacheability enumeration is used to specify the combination of the above locations and on what devices in the communication chain items can be cached.

 Member name Description 
 NoCacheSets the Cache-Control: no-cache header. Without a field name, the directive applies to the entire request and a shared (proxy server) cache must force a successful revalidation with the origin Web server before satisfying the request. With a field name, the directive applies only to the named field; the rest of the response may be supplied from a shared cache.
 PrivateDefault value. Sets Cache-Control: private to specify that the response is cacheable only on the client and not by shared (proxy server) caches.
 ServerSpecifies that the response is cached only at the origin server. Similar to the NoCache option. Clients receive a Cache-Control: no-cache directive but the document is cached on the origin server. Equivalent to ServerAndNoCache.
 ServerAndNoCacheApplies the settings of both Server and NoCache to indicate that the content is cached at the server but all others are explicitly denied the ability to cache the response.
 PublicSets Cache-Control: public to specify that the response is cacheable by clients and shared (proxy) caches.
 ServerAndPrivateIndicates that the response is cached at the server and at the client but nowhere else. Proxy servers are not allowed to cache the response.

Table 1 HttpCacheability Options – source: MSDN

Meta tags in the HTML header can also be used to control cache settings of the page. However, the use of this caching technique is often not the most reliable method for specifying the page’s cache settings as most shared (proxy) cache devices only look at the HTTP header and do not inspect HTML content resulting in these settings often being ignored.

SharePoint Publishing Cache

The publishing features of SharePoint come with a feature called the SharePoint publishing cache. This cache type is a wrapper for the ASP.NET cache settings that provide an interface that can be used to control the HTTP cache headers and how the cache is varied. However, this cache only affects items that are publishing pages in SharePoint and do not have any effect on non-publishing pages.

The SharePoint publishing cache settings are defined in a Cache Profile at the root of the site collection. The cache profile can then be assigned at an individual site level or for a particular page layout.

SharePoint BLOB Cache

Binary-Large-Objects can be cached separately from publishing items using the SharePoint BLOB Cache. The blob cache is a disk-based cache that prevents a read from the database for the BLOB reducing the load on the SQL server and serving the file from the file system. When a content object is updated the BLOB cache is notified so that it will refresh the cached item from the database on the next request. To configure the BLOB cache, settings are configured in each web application’s web.config file.

Layouts Folder Cache

When SharePoint provisions a web application in IIS it maps several folders as virtual directories. One of the most utilized is the …/TEMPLATE/LAYOUTS folder that is mapped as /_layouts. When the virtual directory is created, it is given a content expiration that informs public and private caches to cache the item for 365 days without making another request to check for an update to files from this location. This may cause some issues with custom JS and CSS files that are deployed to this location.

Site Pages

Any page that is not a SharePoint Publishing page, but still is a content page that resides in a SharePoint document library is referred to as a site page. Site pages by default are set for private cache with an expiration date 15 days in the past. This will have the client validate the page has not changed before the client renders the page from its cache.

Server-Side Cache Techniques

ASP.NET Cache Object

The ASP.NET cache is used to cache objects in a dictionary where the objects can be easily retrieved again using the key name. These objects can be placed into the cache and be expired automatically or explicitly when needed. The easiest way to access this cache is through the use of the System.Web.Caching.Cache object and is availiable via many different methods including: Page.Cache, Context.Cache, HttpRuntime.Cache, Reponse.Cache. The ASP.NET cache object is unique to each server in the farm and is not shared between servers. Therefore it may be possible to have a completely different version of the object from server-to-server.

SharePoint Web Part Cache

SharePoint Web Parts can utilize their own caching technique. What sets apart the SharePoint Web Part cache from the ASP.NET cache is that the web part can easily be cached for all users or varied per user. SharePoint web part cache items can be cached using a database so that all servers share the same cache data. To use the SharePoint web part cache, the web part must derive from Microsoft.SharePoint.WebPartPages.WebPart. To manipulate cache items for the web part use the PartCacheRead, PartCacheWrite, and PartCacheInvalidate methods. This cache is stored per web part instance (and by user if chosen), not by web part type.

Partial Caching

Partial caching is a technique used to cache different elements on a page using different cache schedules or cache variation rules. This can be an effective method when the page is not cached but some of the controls are cached. Another use for partial caching is when the page is cached, but various elements are to be cached as well, but differently than the page itself. Partial caching is accomplished declaratively using the <%@ OutputCache %> directive on a page or control; or programmatically by decorating the control’s class with the [PartialCache] attribute.

Donut Caching

Donut caching is used instead of partial caching when there is an element that is not to be cached at all when the page itself will be cached (on the server). When using the SharePoint publishing cache the entire page as rendered will be placed into the cache and served to all site visitors in the same way. This will cause problems for HTML elements that need to be varied by user or other logic. A caching technique that can prevent a portion of a cache page to be excluded from cache is called donut caching. This is useful when you want to exclude part of the rendered page from cache so that it can be reprocessed even when the page itself is cached. Donut caching is implemented by implementing a delegate method that matches the signature of HttpResponseSubstitutionCallback that is registered with the Response object. This can be done either declaratively using the ASP.NET Substitution control or programmatically by directly registering the delegate method with the WriteSubstitution method of the Response object.

Method 1 – Declaratively using the ASP.NET Substitution Control:

  1. Create a new ASCX user control with code-behind.
  1. In the code-behind, create a new static method with a signature of: public static string <YourMethodName> (HttpContext context)
  2. In the markup, create a new <asp: Substitution /> server control as a placeholder for what will not be cached. Set the MethodName property to the name of the method created in step (2): MethodName=”<YourMethodName>”.
  3. Implement the desired logic in the new method and return the resulting HTML that will be displayed on the page.

Method 2 – Programmatically Through Code:

  1. Create a new static method with a signature of: public static string <YourMethodName> (HttpContext context) in your class.
  2. In a method outside of the new static method (OnLoad, OnPreRender, Render, etc.) register the substation by calling: Context.Response.WriteSubstitution(<YourMethodName>);
  3. Implement the desired logic in the new method and return the resulting HTML that will be displayed on the page.

Note: when using Donut caching client-side cacheability cannot be used; in effect making every request contact the server.

Rendering complete or dynamic controls in the HttpResponseSubstitutionCallback

When using donut caching, you can render complete controls or a set of control dynamically using a proxy control. This control uses either method 1 or 2 above, then, instantiates the controls that will be rendered within the HttpResponseSubstitutionCallback and returns the HTML result of their rendering. The blog at has more details about this approach, but a simple example of dynamically loading a control and rendering its output using donut caching is show below:

public static string MyMethodName(HttpContext context)
    var output = new StringBuilder(10000);
    using(var page = new Page())
    using(var ctl = page.LoadControl(“~/_controltemplates/somecontrol.ascx”))
    using(var writer = new StringWriter(output))
    using(var htmlWriter = new HtmlTextWriter(writer))
    return output.ToString();