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

8+ Year SharePoint Veteran 5 Years in MS IT 2 Years in SharePoint Product Team SharePoint Evangelist Consultant and Trainer Global Speaker Has eaten snake, jellyfish and crickets Who is SharePoint Joel?

8+ Year SharePoint Veteran

5 Years in MS IT

2 Years in SharePoint Product Team

SharePoint Evangelist Consultant and Trainer

Global Speaker

Has eaten snake, jellyfish and crickets

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

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.

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization SharePoint Governance Source: The Burton Group

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization

Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner

Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.

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

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!

What is Deployment?

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)

Sample SharePoint Team + Training SharePoint Infra Admins SharePoint Site Collection Administrator(s) Content Administrator SharePoint Developer(s) Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services

Free Spin – Who’s at Fault?

Operations and IT Failures

Developer Failures

Project Management Failures

Business Deployment Failures

Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”

Defining Policies Do I charge back for site hosting? What quota should I allow? Should I allow SharePoint Designer? What should I do with online web parts? Support for Dev & Third party solutions? Solution Deployments!!! (.wsp) Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back

Do I charge back for site hosting?

What quota should I allow?

Should I allow SharePoint Designer?

What should I do with online web parts?

Support for Dev & Third party solutions?

Solution Deployments!!! (.wsp)

Policies Support Services

Containment Hierarchy

Joel's Cheat Sheet for Hosting

SharePoint Governance Model Central Portal Structured Portals And WCM Collaboration

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

Build initial site architecture and delegate

Dev + IT Life Cycle & Staged Deployment Release Management Configuration Management Operations Monitoring, Security & Patch Management Communications & Service Management Code Propagation Testing & Deployment

Release Management

Configuration Management

Operations Monitoring, Security & Patch Management

Communications & Service Management

Code Propagation Testing & Deployment

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

K.I.S.S.

Do you really need that list def, site def, or wiz bang widget? Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up… Start with Collab, Search and Profiles, it’s an easy win. Watch for Scope Creep it is very easy in SharePoint. Keep It Simple Stupid.

Do you really need that list def, site def, or wiz bang widget?

Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up…

Start with Collab, Search and Profiles, it’s an easy win.

Watch for Scope Creep it is very easy in SharePoint.

Cutting corners – “My Devs are My Admins” The SharePoint project is no longer SharePoint (it’s so custom) “ Production is test and dev, and where I introduce my service packs” SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.) NOT Key takeaways today...

Cutting corners – “My Devs are My Admins”

The SharePoint project is no longer SharePoint (it’s so custom)

“ Production is test and dev, and where I introduce my service packs”

SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)

Announcing… Quest Supported “Certified” Codeplex.com SharePoint Tools! SharePointForAll.com Community, betas, announcements, demos, requests, feedback SharePoint Multi-Farm Management Tool – Assessment, Upgrade Eval, Consistency, Config Tracking+++ Coming soon…

Quest Supported “Certified” Codeplex.com SharePoint Tools!

SharePointForAll.com

Community, betas, announcements, demos, requests, feedback

SharePoint Multi-Farm Management Tool – Assessment, Upgrade Eval, Consistency, Config Tracking+++ Coming soon…

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!

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

Enjoy the Party...

Questions?

Why Quest? World-Class Products & Experience Global Support Company Strength and Stability 18 million Mailboxes migrated to Exchange 4 million Notes & GroupWise users migrated to Exchange 100,000 Notes & QuickPlace DB’s being migrated to SharePoint 3300 employees in 70 offices in 29 countries 8 global support call centers Global partner program with 335 partners $631M in 2007 Nasdaq: QSFT June 2007 Site Administrator for SharePoint Best of TechEd Winner June 2006 Quest Archive Manager Best Exchange Product March 2008 Quest Unified Communications Solutions January 2007 Recovery Manager for Exchange Silver Exchange Server Backup and Recovery Industry Support

18 million Mailboxes migrated to Exchange

4 million Notes & GroupWise users migrated to Exchange

100,000 Notes & QuickPlace DB’s being migrated to SharePoint

3300 employees in 70 offices in 29 countries

8 global support call centers

Global partner program with 335 partners

$631M in 2007

Nasdaq: QSFT

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

Quest Web Parts

Enable rapid development of SharePoint applications

Quest Complete Solutions (Exchange, OCS) Active Directory Identity and Access Management Compliance Unified Communications SharePoint Desktop Management Migrate Ensure Availability Audit & Report Raise Efficiency Extend to UNIX/Linux Authenticate Authorize Administer Comply Assess Audit/Alert Remediate Migration Audit & Report Diagnostics Granular Recovery Archiving Discovery Administration Recovery Migration Application Development Configure Manage Secure

Thank you for attending! Please be sure to fill out your session evaluation!

Quest Global Contacts Quest Americas Field Engagement US East/Central/Canada Betsy Barnhouse, Business Development Manager 614-726-4770 [email_address] US South/West/Latin America Ed Citro, Business Development Manager 713-576-4283 [email_address] Public Sector Rick Hogan, Channel Manager 703-447-7603 [email_address] Quest EMEA Field Engagement Netherlands – Jan-Willem Koppers, +46 8509 04412 UK, Ireland – Mark Pilgrim, +44 1628 518048 France, Belgium - Samantha Mayer , +33 1 40 90 46 73 Finland, Norway, Sweden - Magnus Kristell, +46 8509 04410 Eastern Europe, Middle East and Africa - Erwin Lampe, +49 1735 986855 Germany, Austria, Switzerland – Diana Reichel, +49 2215 7774202 Spain – Juan Miguel Haddad, +34 902 106 800, ext. 111 Italy – Stefano Campodonico, +39 06 454 64924 Denmark - Alexandra Aleksic, +45 38 38 50 19 Quest APACJ America Field Engagement Korea Woojin Yang, +82 2 3420 9017 Australia/New Zealand Graham Dean, +61 3 9811 8080 Japan Yosuke Ishii, +81 3 5771 8629 SE Asia Stanley Liao, +65 64032628 India Krishnan Thyagarajan, +9180 4060 0660 China Leslie Li, +852 2831 1050 Notes Compete Peter Burns, Global Sales Specialist +1 617-797-6019 [email_address]

Quest Americas Field Engagement

US East/Central/Canada

Betsy Barnhouse, Business Development Manager

614-726-4770 [email_address]

US South/West/Latin America

Ed Citro, Business Development Manager

713-576-4283 [email_address]

Public Sector

Rick Hogan, Channel Manager

703-447-7603 [email_address]

Quest EMEA Field Engagement

Netherlands –

Jan-Willem Koppers, +46 8509 04412

UK, Ireland –

Mark Pilgrim, +44 1628 518048

France, Belgium -

Samantha Mayer , +33 1 40 90 46 73

Finland, Norway, Sweden -

Magnus Kristell, +46 8509 04410

Eastern Europe, Middle East and Africa - Erwin Lampe, +49 1735 986855

Germany, Austria, Switzerland –

Diana Reichel, +49 2215 7774202

Spain –

Juan Miguel Haddad, +34 902 106 800, ext. 111

Italy –

Stefano Campodonico, +39 06 454 64924

Denmark -

Alexandra Aleksic, +45 38 38 50 19

Notes Compete

Peter Burns, Global Sales Specialist

+1 617-797-6019 [email_address]

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