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Approaches and Best Practices for Deploying SharePoint sites
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Approaches and Best Practices for Deploying SharePoint sites

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Solutions and Features, STSADM export, the Content Deployment API – all can be used to move SharePoint site artifacts from one environment to another, and all have different capabilities and …

Solutions and Features, STSADM export, the Content Deployment API – all can be used to move SharePoint site artifacts from one environment to another, and all have different capabilities and limitations. Failing to plan your deployment processes properly can add significant risk to a SharePoint development project, and in some scenarios the problems may only become apparent when initial development is complete and updates need to be released. In this session we’ll explore the nuts and bolts of each development/deployment approach, and you’ll emerge on a firmer footing in this complex area of SharePoint. We’ll also touch on 3rd-party tools which can help with the deployment puzzle, from Codeplex utilities such as the Content Deployment Wizard to emerging tools such as Kivati Studio.


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  • ProsCan provision files as ‘uncustomized’ - perf
  • Starting development without having a deployment strategyHuge overlap between the two
  • Transcript

    • 1. Approaches and Best Practices for deploying SharePoint sites
      DEV212
      Chris O’Brien - MVP
    • 2. Ask The Experts Panel Text numbers
      1. IT PRO – 07891 100640
      2. DEV – 07790 108093
       
      3. IW – 07790 132855
       
      4. BA – 07989 359425
    • 3. Chris O’Brien, MVP, MCSD.Net, MCTS
      www.sharepointnutsandbolts.com
      Hands-on developer
      Author of Content Deployment Wizard tool
      Regular speaker at UK user group
    • 4. What we’ll cover
      Deployment goals and challenges
      Options:
      Deployment with Features
      STSADM export
      Content Deployment/Wizard
      Kivati Studio/code/PowerShell
      Considerations
      Best practices and guidelines
    • 5. The challenge
      Most projects will use multiple environments (esp. WCM)
      Complex mix of .Net/SharePoint artifacts
      Files/assemblies
      SharePoint schema (e.g. content types, site columns)
      SharePoint content
      Configuration (e.g. web.config)
    • 6. Deployment goals
      Repeatable
      Should always be able to rebuild from zero
      Predictable
      Acceptable packaging effort
      Automation scale
      Documentation is critical
    • 7. Deployment options
    • 8. FEATURES
    • 9. Option 1: Features
      Pros
      Classic approach for rolling out functionality to multiple site collections
      Fairly rich framework/tools
      Can provision files as ‘uncustomized’
      Cons
      Deals with schema only, not data
      Relatively steep learning curve
      Code often required for updates
    • 10. Option 2: STSADM export
      Pros
      Very simple
      Moves site collections/web – data & schema
      Can be scripted
      Cons
      Doesn’t allow setting of certain switches
      All objects given new IDs – can break things
      ListView web parts, InfoPath connections etc.
      Bi-directional can cause problems
    • 11. Option 2: STSADM export
      Other considerations:
      Is not backup/restore! Not deployed:
      Alerts
      Audit trail
      Change log history
      Recycle bin items
      Workflow tasks/state
    • 12. Content deployment wizard
    • 13. Option 3: Content Deployment Wizard
      Pros
      Same deal as STSADM export, but..
      Exposes more switches e.g. retain IDs
      Can deploy site collection/web/list/list item
      Can be scripted (beta)
      Cons
      Files are deployed as customized
      Bi-directional can cause problems
      Need to understand capabilities
    • 14. KIVATI STUDIO
    • 15. Option 4: Kivati Studio
      Pros
      Packages updates into .exe for administrator
      Nice structure for e.g. content type updates
      Workflow designer allowing reuse
      Can write custom code if no built-in task
      Cons
      Fairly steep learning curve
      Potential lock-in?
      Doesn’t move content e.g. list items/files
    • 16. Choosing a method
    • 17. Choosing a method - factors
      Features are generally the best option, but consider:
      Type of solution:
      Single site collection/WCM – Wizard good here
      Multiple site collection
      Packaging experience
      Timeframe also a factor
      Frequency/type of updates
      More code required to update Features
    • 18. Choosing a method – factors
      If multiple developers, consider team dev model:
    • 19. Best practices – to always do
      Always use WSPs for file system files, SafeControl entries etc.
      Document how to deploy/rebuild site!
      Identify how updates will be rolled out
      E.g. Updates to content types, list schemas etc.
    • 20. Best practices – avoid:
      Using STSADM backup/restore to move a site
      Only for restoring to same location!
      Using ‘Save as site template’ to move a publishing site
      Not all settings saved
      Modifying live Feature or site def files
      Update using code once deployed
    • 21. Summary
      Don’t lose sight of deployment goals
      We considered 4 approaches
      Identify approach which suits project
      Analysed factors in decision
      Some best practices are always relevant
      Documentation
      Need to avoid ‘pitfall’ methods!
    • 22. Resources:
      Kivati – www.kivati.com
      Deployment Wizard – www.codeplex.com/SPDeploymentWizard
      P & P/Rob Bogue - ‘Upgrading SharePoint apps’ - http://www.thorprojects.com/blog/archive/2009/02/28/upgrading-your-sharepoint-applications.aspx
    • 23. Thank you for attending!
      Questions?