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SharePoint Natural Disasters: "Notes from the field"
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SharePoint Natural Disasters: "Notes from the field"



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  • THIS SHOULD BE YOUR SECOND TO LAST SLIDE – Encourage everyone to attend and remind them that BJs Brewhouse is just a few blocks up Bidwell from Three Stages
  • THIS SHOULD BE YOUR LAST SLIDE – Please ensure to leave this on as people are walking out and you’re wrapping things up. Thanks so much!


  • 1. Welcome to the First Annual
    SharePoint Saturday
  • 2. Notes from the Field
    SharePoint Natural Disasters
  • 3. Who Am I
    Principal Architect SharePoint
    SharePoint Migration
    Quest Software
    Convergent Computing
    Interlink Group
  • 4. Agenda
    The SharePoint Disaster
    Methodology for Success
    Customer Scenario (Notes From The Field)
    Customer Designation
    Points to Success
    Lessons Learned
  • 5. Problem
  • 6. Defined
    Organizations, Institutions and Departments have implemented SharePoint as a secondary process
    Unrealized expectations
    Failed Goals
    In Short “SharePoint is a Disaster”
  • 7. Solution
    SharePoint is Business Critical
    Design, Architecture, Analysis
    Measureable Goals
    Meet the Needs with stages for Features and Release
  • 8. Methodology to Success
  • 9. Project Life Cycle
  • 10. Financial Customer
  • 11. Issues
    SharePoint 2007 Standard
    SharePoint Content DB 1.6 TB (Single DB)
    Two Server Implementation
    21 Days to recover
    Graphic and Media Files
    File Sizes up to 1 GB
    200 Users
    Search Failure
    Metadata minimal
    Versions take up 80% of space
  • 12. Guideline for Success
    Architecture to Scale for Requirements
    Define Business Goals
    Locate Resources
    Resell Intellectual Property
    Validate license validity
    Alert on license expiration
    Control Distribution of Market
    Establish Architecture
    Reduce Version(s)
    Workflow and Alerting
    Metadata Management (Content Types, Tagging)
    RBS Remote BLOB Storage
    Search Importance
  • 13. Updated Strategy
  • 14. Lessons Learned
    Small Organizations, Large Needs
    Financial Impact
    Defined Requirements
    Build to Needs and Measure for Success
    Governance at every level
    Recovery and Disaster Recovery
  • 15. RBS Guidelines
  • 16. HealthCare Customer
  • 17. Issues
    SharePoint 2003 and SharePoint 2007
    Implemented SharePoint 2010 internally
    40 Site Collections
    40 Content Databases
    Fabulous 40 Templates
    71 Custom Templates
    178,000 Public Folders
    Migration Failing
    Compliance Guidelines
    12,000 Users
  • 18. Guidelines for Success
    Determine the Proper Web Applications
    Security Boundaries
    Permissions Management
    Site Definitions vs Stapling Features
    Storage Management Solutions
    Compliance Guidelines
    Reduction of Folder Structure
    Migration Process
  • 19. Updated Strategy
  • 20. Lessons Learned
    Reduction of Custom Site Definitions
    Business Requirements
    Reduction of Management Overhead
    Separate Migration Projects
    You don’t know what you don’t know
    Understanding usage and growth
  • 21. Stapling Features
    Feature Stapling allows you to create a feature and then associate it with any site definition without ever touching the site definition files themselves
    Provision as WSP
    Multiple Articles on how this is done
  • 22. Gas/Oil Customer
  • 23. Issues
    SharePoint 2003
    Multiple Event Handlers (30+)
    Company Split
    Customized Lists, Libraries, Sites
    SharePoint 2007 Unstable
    Lack of Governance from Site Level
    Field and Field Types Reserved Names
    Limited Migration Window
    Failed Backups
    Project Server Implemented and Removed
  • 24. Guidelines for Success
    Define the Business Stake Holders
    Stabilize Target Environment
    Reduced Event Handlers
    Reduced Custom Templates
    Remove Project Server effect
    Define Success Criteria
    Validate Data vs Look and Feel
    Educate on Feature Deprecation
    Suspend Indexing during migration
    Validate Backup’s
    Performance Monitoring
  • 25. Updated Strategy
  • 26. Lessons Learned
    Migrations are complex
    Mistakes from the past
    Reserved Names
    Content Types
    Site Columns
    Feature Enhancements and Deprecation
    Communication Strategy
  • 27. Site Columns
    When comparing the "create site column" screen of SharePoint 2010 versus the one in SharePoint 2007, the features are mostly similar except for three enhancements in 2010. These include:1. Column types for Rich Media and Managed Metadata.2. "Enforce unique values."3. Column validation
  • 28. Summary
  • 29. Lessons Learned
    Not Enough Analysis
    Business Goals are not defined
    Features are mis-understood
    Migrations are Messy
    Implementations are a process not a part time project
    Find a battle tested resource
  • 30. Here to There
  • 31. Key Takeaways
    Lessons Learned
    Expect surprises
    Planning and pilot will affect migration
    Performance of tool set
    Notes from the Field
  • 32. Questions
  • 33. Don’t Forget
    Sponsored By…..
    Join us at 6:00 pm at BJs Brewhousefor a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals!
    Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!
  • 34. Thanks to Our Sponsors