Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson

What the SharePoint Owners Manual Won’t Tell You… Avoiding Failed Deployments and Chaos Part 2 Joel Oleson www.sharepointjoel.com Twitter.com/joeloleson [email_address]

Who is this guy...

What Is Chaos? What does a failed deployment look like?

Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them
Server Proliferation – IT doesn’t meet needs of my dept.
How long does it take to create a site for a project?
Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document?
What Is Chaos?

Information Management Pains BillG on Search and Information Management at CEO Summit “ The problem, really, is twofold. The first is information overload . Faced with the endless deluge of data... how can we hope to keep up? … how can we stay focused on the tasks that are most important..? The other problem is… information underload . We’re flooded with information, but that doesn’t mean we have tools that let us use the information effectively.”

Today’s IT Information Challenges Employee Portal Project “X” Site Business Intelligence Dashboard Extranet Collaboration Site Custom SAP Front-End Geneva Office Site Knowledge Management Portal R&D Community Regulatory Compliance Repository Corporate Web Presence Team “ABC” Site Sales Division Portal Weekly Issue Tracking Meeting

The Long Tail (Web based) applications and services Popularity Head The set of popular products that caters to broad user segments. Tail The set of apps that cater to more specific user segments.

The Long Tail of Enterprise Content Enterprise Content and Applications User Base Collaboration Team Sites (Unstructured content) Web Portals (Structured content) Highly Structured Enterprise Repositories Departmental solutions (Structured & Unstructured) Common features across the spectrum include: - Authoring - Metadata/Taxonomy - Workflow - Search - LOB Integration Tail The set of applications and unstructured content (typically) that caters to teams. Head The set of applications and structured content (typically) that caters to large audiences.

SharePoint Strategy User Base Knowledge Management Portal Regulatory Compliance Repository Corporate Web Presence Sales Division Portal Custom SAP Front-End Team “ABC” Site Project “X” Site Weekly Issue Tracking Meeting Business Intelligence Dashboard R&D Community Geneva Office Site Employee Portal Extranet Collab Site Single Business Productivity Infrastructure leading to common: - Deployment Strategy - Development Strategy - End-user Experience Enterprise Content and Applications

Business Platform

Where are you going today? IT Wake up call? local Infrastructure (On premise) Hosted Infrastructure (in the cloud - Software as a Service) IT Infrastructure (On premise)

Deployment Governance Model Corporate Communications Read only (Search and Browse) Corporate Business Taxonomy With Divisional Stakeholders Per User Workflow Self Service Approval w/ Life Cycle Management Permanent Division Portals Workflows, Scorecards, Dashboards, and knowledge Delegated with Policy based management And oversight No sensitive data Blogs, bios, Aggregation, Networking Central Portal

Map out your Information Strategy

Confront Reality
Create a Governance Plan
Get an Exec Sponsor
Create the Dream Team
Build Services not Stuff
Define Clear Policies and Standards
Invest in Scalable Information Architecture
Don’t forget Change/Risk Management
Adoption is What Counts
Keep it Simple Stupid.
10 Steps To SharePoint Success

What are you deploying?

SharePoint Governance Plan
People
Roles and responsibilities
Process
How to accomplish common tasks such as creating a new site or requesting new business requirements
Technology
Leveraging features and tools to enforce policies through technology
Policy
Collection of principles - What site owners, designers, developers should/shouldn’t do

Clear Vision, Mission and Goals

Defaults have Faults

Exec Sponsor with Vision & Budget Get me SharePoint or You’re FIRED!

How long does it take to Deploy SharePoint?

SharePoint is Plastic. What is your Creation?

Telling the SharePoint Story Choose your own adventure!

Cleverworkarounds.com

Two Types of Service Models Out of the box (Standard) Custom (Dedicated)

Functional Groups/Teams

Technical Domains of Knowledge Auth-entication Clustering & Load Bal. SharePoint .NET SQL Powershell Batch Scripting IIS SP Admin

Support & Troubleshooting Infrastructure Dependencies Email SMTP AD Network Including BigIP & Firewall Hardware Windows (OS) Backups Security SharePoint Admin

SharePoint Solution Development Skills Visual Studio Web Services XML & SOAP AJAX & Silverlight Dev Lifecycle .NET Packaged Solutions & Features C# VB.NET SharePoint Dev

SharePoint Solution Consulting Skills Records Mgmt Doc Mgmt BI Analysis Reporting Portals Web Content Mgmt Collab + wikis &Blogs Enterprise Search SP Admin

Free Spin – Who’s at Fault?

Operations and IT Failures

Developer Failures

Project Management Failures

Business Deployment Failures

SharePoint Deployments are you ready? Adapted from Tuckman and Jensen 1977

Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?

Must Have Training And Resources
IW/KW Site Collection Administrator Training * – Most Important (Champs, Gurus, Pros) 1 day
Train key IT Pros, developers, designers –
(1 week typical, add incentive for certification)
Brown Bags and Informal Internal end-user training for business processes
Service Offering Site: Online Resources
Training CBTs, Videos, FAQs
Policy References, Education site with tutorials and manuals
End User Training Kit
Gear up!

Policies Support Services

Containment Hierarchy

Joel's Cheat Sheet for Hosting

Commodity Hosting Examples Adhoc Structured Short term Long term SharePoint Service Offering

Multi Deployment/Global Model Incremental Indexing over the WAN (Federated Search)

Ready for the Cloud? SharePoint Hosting

SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2

Portal Information Arch example
Build initial site architecture and delegate
Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD

Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390

Reduce Confusion through Consolidation of 'like' services

K.I.S.S.

Resources and Plugs
Joel’s Blog – http://www.sharepointjoel.com
SharePoint Governance Resources
http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx
CodePlex Governance Tools
http://www.codeplex.com/governance
Join a SharePoint User Group!

SharePoint Deployment Essentials & Governance Checklist

Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs
Quest Web Parts
Enable rapid development of SharePoint applications
Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

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Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson

by Joel Oleson on Feb 03, 2009

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Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson — Presentation Transcript