IT Platform and Launch Readiness – SharePoint 2010<br />Chris McNulty<br />KMA<br />
IT Platform and Launch Readiness – SharePoint 2010<br />SharePoint Saturday East Bay	September 2010Chris McNulty<br />
About Me<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technol...
About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
28 employees:  Partner, PM, Analyst, Developer, QA
Industry expertise and focus:  Professional Services, Life Sciences & Financial Services
Microsoft technology focus:
Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
Working with SharePoint technologies since 2001
Specialties in
Collaboration: Portals, Communities and Content Management
Insight: Enterprise Search and Business Intelligence
Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>Agenda<br />History & Backgrou...
History<br />2001: original release of SharePoint <br />2003: expansion of libraries, custom columns<br />2007: site colum...
What we’ve been hearing…and why we can’t wait<br />Some consistent requests from our clients during the SharePoint 2007 li...
What we’ve been hearing…and why we can’t wait<br />Some consistent requests from our clients during the SharePoint 2007 li...
Congratulations!<br /><ul><li>You’re the new SharePoint Administrator!!!
But…
You’re still responsible for:
Exchange
Active Directory
SQL
Desktop
Help Desk
Network/Firewall
Cooking & Cleaning
Etc.</li></li></ul><li>The Dilemma<br /><ul><li>SharePoint administration is often an ‘add-on’ for other IT professionals ...
Time and focus are scarce resources!
Common pain points include
Upgrades are complex and hard to monitor
Dispersed workforce, little control of browsers and Office versions
Hard to understand and troubleshoot “behind the scenes” performance and capacity planning
Best practices not always understood or compared to system health
“All or nothing” administration means IT must be engaged for all admin responsibilities, even search</li></li></ul><li>Mic...
Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
 <br />Platform Basics<br />SharePoint 2010 is a 64 bit only platform.  Direct upgrades from 32 bit servers to 64 bit serv...
Shared Service Applications<br />The 2007 Shared Services Provider has been broken up; each of its elements is now a Share...
Managed Metadata Service<br />Centralized shared hierarchies of tags and terms [taxonomy]<br />Centralized governance of u...
Client/Browser Technology<br />Internet Explorer 7/8, Firefox and Safari are all supported.  <br />IE6 is not supported, s...
Office Web Applications<br />SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA...
Client and Admin Demo<br />New Clients<br />Firefox<br />Office Web Apps<br />Mobile Clients<br />SharePoint Workspace<br ...
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SharePoint 2010 - IT Platform upgrade and Management

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Presentation at SharePoint Saturday East Bay September 2011 on IT Planning, upgrade and management of SharePoint 2010

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  • About meRegional focusDistilled information worker platforms MSFT (SharePoint, BI, EPM)Collaboration – Portals, Insight Search BIProductivity forms, office custom, mekko
  • TA-DALast one – yes, yes, yes, yes
  • TA-DALast one – yes, yes, yes, yes
  • Typical
  • Walkthrough examplesWe sometime work closely w business, sometimes ITSometimes IT has dedicated SP resourcingSample – Midwestern manufacturer – sponsor is a program manager (electronics) – core team includes C# developers for their product team, some knowledge of SQL, no other time
  • I love the beach!
  • IF YOU DON’T NEED IT – DON’T USE ITPLUS YOU CAN GIVE IT AWAY!
  • SharePoint 2010 - IT Platform upgrade and Management

    1. 1. IT Platform and Launch Readiness – SharePoint 2010<br />Chris McNulty<br />KMA<br />
    2. 2. IT Platform and Launch Readiness – SharePoint 2010<br />SharePoint Saturday East Bay September 2010Chris McNulty<br />
    3. 3. About Me<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)<br />SharePoint practice lead at KMA<br />Write and speak often on Microsoft information worker technologies (book out this month!)<br />Microsoft MCSE/MCTS/MSA/MVTS<br />BC MBA in Investment Management<br />Hiking, cooking, playing guitar, colonial history, photography<br />My family: Hayley, three kids (15, 6, 3) and my dog Stan<br />
    4. 4. About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
    5. 5. 28 employees: Partner, PM, Analyst, Developer, QA
    6. 6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services
    7. 7. Microsoft technology focus:
    8. 8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
    9. 9. Working with SharePoint technologies since 2001
    10. 10. Specialties in
    11. 11. Collaboration: Portals, Communities and Content Management
    12. 12. Insight: Enterprise Search and Business Intelligence
    13. 13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>Agenda<br />History & Background<br />Platform Overview<br />Server<br />Client<br />Upgrade & Migration<br />Branding<br />Administration &Optimization<br />Governance<br />
    14. 14. History<br />2001: original release of SharePoint <br />2003: expansion of libraries, custom columns<br />2007: site columns, business data catalog and content types become widespread; adoption rate leads to explosive growth of SharePoint content<br />May 2010: release of SharePoint 2010<br />
    15. 15. What we’ve been hearing…and why we can’t wait<br />Some consistent requests from our clients during the SharePoint 2007 lifecycle:<br />
    16. 16. What we’ve been hearing…and why we can’t wait<br />Some consistent requests from our clients during the SharePoint 2007 lifecycle:<br />
    17. 17. Congratulations!<br /><ul><li>You’re the new SharePoint Administrator!!!
    18. 18. But…
    19. 19. You’re still responsible for:
    20. 20. Exchange
    21. 21. Active Directory
    22. 22. SQL
    23. 23. Desktop
    24. 24. Help Desk
    25. 25. Network/Firewall
    26. 26. Cooking & Cleaning
    27. 27. Etc.</li></li></ul><li>The Dilemma<br /><ul><li>SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers)
    28. 28. Time and focus are scarce resources!
    29. 29. Common pain points include
    30. 30. Upgrades are complex and hard to monitor
    31. 31. Dispersed workforce, little control of browsers and Office versions
    32. 32. Hard to understand and troubleshoot “behind the scenes” performance and capacity planning
    33. 33. Best practices not always understood or compared to system health
    34. 34. “All or nothing” administration means IT must be engaged for all admin responsibilities, even search</li></li></ul><li>Microsoft SharePoint Server 2010 … the bright frontier<br />
    35. 35. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    36. 36.  <br />Platform Basics<br />SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers require prep work. <br />Windows Server 2008 or Windows Server 2008 R2 X64<br />SQL Server 2005 x64 SP3 CU3 <br /> Or<br />SQL Server 2008 x64 SP1 CU2<br /> Or<br />SQL Server 2008 R2<br />May also need KB971831 - support token authentication without transport security or message encryption in WCF<br />
    37. 37. Shared Service Applications<br />The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application<br />Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.]<br />Crawl/index no longer a single server role<br />In 2010, administration can be delegated<br />Key targets: Enterprise search, metadata, user profiles<br />
    38. 38. Managed Metadata Service<br />Centralized shared hierarchies of tags and terms [taxonomy]<br />Centralized governance of user-created keywords [folksonomy]<br />Centralized sharing and publication of content types throughout the enterprise<br />
    39. 39. Client/Browser Technology<br />Internet Explorer 7/8, Firefox and Safari are all supported. <br />IE6 is not supported, so don’t defer that upgrade!<br />Most other browsers are still supported for Internet configurations<br />Office 2010 includes optimizations for the new platforms<br />Offline Access<br />2007: used Outlook 2007 and Groove<br />SharePoint Workspace 2010 integrates offline documents and lists<br />
    40. 40. Office Web Applications<br />SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”. <br />In part, this enables simultaneous multiuser editing of Office documents:<br />Excel in OWA, not client<br />Word/PowerPoint on client only if file opened from a shared document library<br />OneNote client or OWA<br />The best iPhone/iPad app you can’t get in the App Store!<br />
    41. 41. Client and Admin Demo<br />New Clients<br />Firefox<br />Office Web Apps<br />Mobile Clients<br />SharePoint Workspace<br />Central Administration<br />New Site Collection<br />Shared Service Application<br />Managed Metadata Service<br />
    42. 42. Demo Screenshot - Firefox – Cross Browser<br />
    43. 43. Demo Screenshot - Cross Browser Web Apps<br />
    44. 44. Predictable UpgradeDo-no-harm<br />Three paths<br />In place<br />Database upgrade<br />Third party tools<br />Process<br />Pre-upgrade checker<br />Visual Upgrade<br />Resumable upgrade<br />Progress reports<br />Parallel DB upgrades<br />
    45. 45. Upgrade Demo<br />PreScan Check<br />Database Attach<br />Visual Upgrade<br />
    46. 46. Demo Screenshot - Pre-Attach Test<br />PS C:Userscmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebAppli<br />cation http://kmamssd01<br /> <br /> <br />Category : SiteOrphan<br />Error : True<br />UpgradeBlocking : False<br />Message : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e<br /> e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is alrea<br />dy used by a different site, in database (Id = [2cc0fc28-c1ff<br /> -4311-ac68-918229f5d834], name = [WSS_Content]), in the same<br /> web application. Consider deleting one of the sites which hav<br /> e conflicting urls.<br />Remedy : The orphaned sites could cause upgrade failures. Try detach a<br />nd reattach the database which contains the orphaned sites. R<br />estart upgrade if necessary.<br />
    47. 47. Demo Screenshot - Upgrade Dashboard<br />
    48. 48. Demo Screenshot - Original Upgrade<br />
    49. 49. Demo Screenshot - Visual Upgrade<br />
    50. 50. Branding<br />2007: Extensive Customization Possible, requires CSS and SharePoint Designer<br />2010: Branding and Themes Directly From Browser<br />
    51. 51. Demo<br />Branding in Browser<br />SharePoint Designer<br />
    52. 52. Logging, Monitoring, and AlertsKnow what is going on<br />Unified Logging<br />Out-of-the-box reports<br />Richer Web Analytics<br />Open Schema<br />SCOM Integration<br />ULS Logs<br />Windows Events<br />Logging DB<br />Page requests<br />Feature Logging<br />Health data<br />
    53. 53. Proactive Resolution Get ahead of issues<br />Developer Dashboard<br />Empower developers and users<br />Integrated Health Analyzer<br />Runs when necessary<br />Alerts anomalies <br />Fixes when it can<br />
    54. 54. Health and Monitoring Demo<br />IT Management<br />Health Analyzer<br />Web Analytics<br />Developer Dashboard<br />
    55. 55. Demo Screenshot – Web Analytics<br />
    56. 56. Demo Screenshot - Developer Dashboard<br />
    57. 57. Demo Screenshot - Health Check<br />
    58. 58. Governance<br />SharePoint 2010 provides more opportunities, and more importance for reengaging users and sponsors about governance issues than before<br />Major tools<br />Sandbox code<br />Query governors<br />New functions<br />
    59. 59. Governance in SharePoint 2010<br />SharePoint Designer<br />Now free (since 2008)<br />Allowed or denied<br />Restricted - PlaceholderMain<br />Social tagging and ratings<br />I like it/I hate it<br />Ratings and adverse feedback<br />ECM<br />Records management<br />In place vs. Record Center<br />Content Organizer<br />Who controls the lifecycle?<br />
    60. 60. Summary<br />Biggest technical changes <br />64-bit only <br />IE7/8 & Firefox<br />Shared Service Applications<br />Upgrade choices<br />In place<br />Database attach<br />Third party content migration tools<br />New functions<br />Managed metadata<br />Performance Point Dashboards and Business Data Connectivity<br />Communities and Personalization<br />Additional changes<br />Developer Dashboard<br />Office Web Applications<br />Scalable Search Topology<br />New governance tools and requirements<br />
    61. 61. Resources: Microsoft and KMA<br /><ul><li>From Microsoft:
    62. 62. Business Intelligence: http://www.microsoft.com/bi/
    63. 63. SharePoint 2010 site: http://sharepoint.microsoft.com
    64. 64. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
    65. 65. BI Blog: http://blogs.msdn.com/b/bi/
    66. 66. From KMA:
    67. 67. Online content, blogs, articles available through www.kma-llc.net
    68. 68. Monthly live seminars/webinars
    69. 69. Upcoming Events:
    70. 70. SPTechCon (Boston) October 2010
    71. 71. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
    72. 72. Standard Offerings
    73. 73. SharePoint Health Check - 1-2 day fixed price engagement
    74. 74. SharePoint 2010 Readiness 2 day fixed price engagement
    75. 75. SharePoint Deployment Planning Services (SDPS)
    76. 76. Information Architecture and Taxonomy Quick Start
    77. 77. [Microsoft Office] Business Value Planning Services (BVPS)</li></li></ul><li>Q&A<br /><ul><li>Open Questions
    78. 78. Contact Me
    79. 79. Ask the Experts
    80. 80. Prizes!</li></li></ul><li>Thank you…<br />Contact Details<br />Email cmcnulty@kma-llc.net<br />Blog http://blogs.kma-llc.net/microknowledge<br />Twitter: http://twitter.com/cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />
    81. 81. Please complete the session survey<br />Thank You!<br />
    82. 82. Thank You To Our Sponsors!<br />
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