Bert Johnson<br />SharePoint Architect and MCM - PointBridge<br />Customizing SharePoint Online<br />
Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010...
About PointBridge<br />By The Numbers:<br />Founded in 2004<br />250+ SharePoint projects<br />350,000+ hours of SharePoin...
Agenda<br />About SharePoint Online<br />Deployment Scenarios<br />Customization Options<br />Q & A<br />
About SharePoint Online<br />
SharePoint Online Flavors<br />Business Productivity Online Suite (BPOS)<br />Available since 2009<br />A la carte options...
Hybrid Licensing Options<br />
Office 365 Plans<br />Standard (O365-S) vs. Dedicated (O365-D)<br />Multi-tenancy vs. isolation<br />Licensing models<br /...
Office 365 Plans<br />
Office 365 Plans<br />
Service Level Agreements<br />99.9% Uptime<br />Automatic, scheduled release cycles<br />Scheduled maintenance Saturdays 6...
Privacy and Compliance<br />Certifications<br />ISO27001<br />SAS70<br />EU Safe Harbor Framework<br />FISMA<br />Microsof...
Subtle Changes<br />
What’s Not Available<br />BI Suite (PerformancePoint, PowerPivot, SSRS)<br />Business Connectivity Services<br />FAST Sear...
Deployment Scenarios<br />
Net New, Standalone<br />Allows for a clean intranet from the ground up<br />Need to plan for user and content lifecycles<...
BPOS -> Office 365<br />Server-side upgrade largely managed<br />Updated Microsoft Online Services Sign-In Assistant<br />...
On Premise -> Office 365<br />Only supported via tools that talk to web services<br />Lose creator and modified by metadat...
Hybrid<br />Can use same user licenses for on-prem or cloud<br />Allows for gradual scaling<br />Coordinating security and...
Customization Options<br />
5 Facets of Customization<br />What:<br />Configuration, design, development<br />Why:<br />Enable / streamline processes<...
Tools and Effort Required<br />Level of Effort<br />
Governance Considerations<br />Governance Needed<br />
Development Landscape<br />
Sandboxed Solutions<br />Run in own secure process<br />Governed by points system<br />Possible<br />Web Parts<br />Event ...
Azure<br />Windows Azure can bridge hybrid farms, tie in Dynamics, or talk to other systems<br />AppFabric simplifies long...
Public-Facing Sites<br />New browser-based “Site Designer” tool<br />Cannot be customized with SharePoint Designer<br />Al...
Development Lifecycle<br />
Resources<br />
Resources<br />Office 365 Home<br />http://office365.com<br />Office 365 Deployment Readiness Tool<br />http://community.o...
Q & A<br />
Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010...
Preparation<br />
Motivations<br />Use Office 365 migration as opportunity to:<br />Solicit feedback from the business<br />Apply consistent...
Governance<br />Before deploying, plan for:<br />Roles and responsibilities<br />Content and code lifecycles<br />Complian...
Infrastructure<br />Prepare for Single Sign-On via ADFS 2.0<br />Upgrade AD to functional level 2003 SP2+<br />Deploy ADFS...
On-Premise -> O365 Prep<br />Follow same steps as for on-premise upgrade<br />Remove unneeded content<br />Eliminate orpha...
Change Management<br />Most important, overlooked effort<br />Notify of pending changes early<br />Update training materia...
Upcoming SlideShare
Loading in …5
×

Customizing SharePoint Online

3,343 views
2,961 views

Published on

Session on Customizing SharePoint Online presented by Bert Johnson at SharePoint Dev Connections Coast-to-Coast Tour in Chicago.

Published in: Technology
0 Comments
4 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
3,343
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
93
Comments
0
Likes
4
Embeds 0
No embeds

No notes for slide
  • 1 minute- MCM product team largely focused on cloud expansion
  • [1 minute]
  • [1 minute]
  • [&lt;1 minute]Famous “All-in” quote
  • [2 minutes]- Public beta just concludedOffice 365 as SP2010 R2Thousands of businesses already on board
  • [2 minutes]- Dedicated for 5,000+ users with 3 year commitment
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [5 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]Complete flexibility locallyOpEx in the cloud
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [1 minute]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • [2 minutes]
  • Customizing SharePoint Online

    1. 1. Bert Johnson<br />SharePoint Architect and MCM - PointBridge<br />Customizing SharePoint Online<br />
    2. 2. Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010<br />Twitter: @SPBert Event Hashtag: #SPConn<br />Email: bjohnson@pointbridge.com<br />Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/<br />
    3. 3. About PointBridge<br />By The Numbers:<br />Founded in 2004<br />250+ SharePoint projects<br />350,000+ hours of SharePoint experience <br />30,000+ monthly blog hits<br />2011 Microsoft Central US Award for Customer Loyalty and Satisfaction<br />2010 Microsoft Central US Award for Online Services<br />2010 Microsoft Midwest District Award for Best Customer Experience<br />2009 Microsoft Central US Partner of the Year<br />One of 35 Microsoft National Systems Integrators<br />One of 15 members of Microsoft Partner Advisory Council for SharePoint and Online Services<br />
    4. 4. Agenda<br />About SharePoint Online<br />Deployment Scenarios<br />Customization Options<br />Q & A<br />
    5. 5. About SharePoint Online<br />
    6. 6. SharePoint Online Flavors<br />Business Productivity Online Suite (BPOS)<br />Available since 2009<br />A la carte options for Exchange 2007, OCS 2007, MOSS 2007<br />Office 365<br />Generally Available as of June 2011<br />Integrated packages with Exchange 2010, Lync 2010, SharePoint 2010, Office 2010, OWA 2010, Forefront<br />SharePoint capped at 20,000 users<br />
    7. 7. Hybrid Licensing Options<br />
    8. 8. Office 365 Plans<br />Standard (O365-S) vs. Dedicated (O365-D)<br />Multi-tenancy vs. isolation<br />Licensing models<br />For small business<br />Up to 50 users (P Family Plans)<br />Includes “brochureware” site<br />For enterprises:<br />E Family Plans<br />K Family Plans<br />For education<br />
    9. 9. Office 365 Plans<br />
    10. 10. Office 365 Plans<br />
    11. 11. Service Level Agreements<br />99.9% Uptime<br />Automatic, scheduled release cycles<br />Scheduled maintenance Saturdays 6-10pm CST<br />Multiple farms, multiple data centers<br />Only one zone affinity (Americas, EMEA, APAC)<br />No server access<br />
    12. 12. Privacy and Compliance<br />Certifications<br />ISO27001<br />SAS70<br />EU Safe Harbor Framework<br />FISMA<br />Microsoft reserves right to transfer data between geographies (under Safe Harbor)<br />
    13. 13. Subtle Changes<br />
    14. 14. What’s Not Available<br />BI Suite (PerformancePoint, PowerPivot, SSRS)<br />Business Connectivity Services<br />FAST Search<br />Project Server<br />Publishing<br />Records Center / e-Discovery<br />Central Administration<br />
    15. 15. Deployment Scenarios<br />
    16. 16. Net New, Standalone<br />Allows for a clean intranet from the ground up<br />Need to plan for user and content lifecycles<br />Still needs IA and governance planning<br />
    17. 17. BPOS -> Office 365<br />Server-side upgrade largely managed<br />Updated Microsoft Online Services Sign-In Assistant<br />Potential complications with any upgrade:<br />Site templates<br />Orphaned sites<br />IE6 unsupported<br />Migrations started recently; to finish in 12 months<br />
    18. 18. On Premise -> Office 365<br />Only supported via tools that talk to web services<br />Lose creator and modified by metadata<br />Lookups and formulas tricky<br />Need to be careful mapping accounts<br />Recommended to remove all customizations beforehand and re-add<br />
    19. 19. Hybrid<br />Can use same user licenses for on-prem or cloud<br />Allows for gradual scaling<br />Coordinating security and IA across data centers difficult<br />Service application proxies not accessible<br />Not a replication solution<br />Indexing Office 365 not supported; federation only<br />
    20. 20. Customization Options<br />
    21. 21. 5 Facets of Customization<br />What:<br />Configuration, design, development<br />Why:<br />Enable / streamline processes<br />Who:<br />Needs to be determined by governance<br />Where:<br />Office 365, on premise, connected systems<br />When:<br />Only when absolutely necessary!<br />
    22. 22. Tools and Effort Required<br />Level of Effort<br />
    23. 23. Governance Considerations<br />Governance Needed<br />
    24. 24. Development Landscape<br />
    25. 25. Sandboxed Solutions<br />Run in own secure process<br />Governed by points system<br />Possible<br />Web Parts<br />Event Receivers<br />Workflow Activities<br />Content Types<br />List Definitions / Lists<br />File Modules<br />Not Possible<br />Visual Web Parts<br />User Controls<br />Workflows<br />BCS Models<br />Application Pages<br />Timer Jobs<br />14 Hive / Root<br />
    26. 26. Azure<br />Windows Azure can bridge hybrid farms, tie in Dynamics, or talk to other systems<br />AppFabric simplifies long-running or volatile processes<br />SQL Azure enables better data marts<br />Check out “Developing Microsoft SharePoint Applications Using Windows Azure” by Steve Fox<br />
    27. 27. Public-Facing Sites<br />New browser-based “Site Designer” tool<br />Cannot be customized with SharePoint Designer<br />Allows one vanity URL<br />
    28. 28. Development Lifecycle<br />
    29. 29. Resources<br />
    30. 30. Resources<br />Office 365 Home<br />http://office365.com<br />Office 365 Deployment Readiness Tool<br />http://community.office365.com/en-us/f/183/p/2285/8155.aspx#8155<br />PowerShell Cmdlets for Office 365<br />http://onlinehelp.microsoft.com/en-us/office365-enterprises/hh125002.aspx<br />“Not All Sandbox Solutions Are the Same”<br />http://www.bluedoglimited.com/SharePointThoughts/Lists/Posts/Post.aspx?ID=331<br />Bert Johnson blogs<br />http://blogs.pointbridge.com/Blogs/Johnson_Bert/<br />
    31. 31. Q & A<br />
    32. 32. Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010<br />Twitter: @SPBert Event Hashtag: #SPConn<br />Email: bjohnson@pointbridge.com<br />Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/<br />
    33. 33. Preparation<br />
    34. 34. Motivations<br />Use Office 365 migration as opportunity to:<br />Solicit feedback from the business<br />Apply consistent branding<br />Improve IA / taxonomy<br />End reliance on custom code<br />Get rid of unused content<br />Enact governance<br />
    35. 35. Governance<br />Before deploying, plan for:<br />Roles and responsibilities<br />Content and code lifecycles<br />Compliance requirements<br />Consistent user experience<br />Multi-farm IA<br />
    36. 36. Infrastructure<br />Prepare for Single Sign-On via ADFS 2.0<br />Upgrade AD to functional level 2003 SP2+<br />Deploy ADFS 2.0 modules on Server 2008<br />Establish trust between domains<br />Install Office 365 Sign-In Assistant<br />Run Deployment Readiness Tool<br />Understand remote PowerShell options<br />Plan for local backups<br />
    37. 37. On-Premise -> O365 Prep<br />Follow same steps as for on-premise upgrade<br />Remove unneeded content<br />Eliminate orphaned objectsand errors<br />Take full back-ups at all levels<br />Determine import tool / strategy<br />
    38. 38. Change Management<br />Most important, overlooked effort<br />Notify of pending changes early<br />Update training materials and references<br />Define strategy and metrics for adoption<br />

    ×