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

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!


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