SharePoint Best Practices Conference Spring 09 Avoiding Failed Deployments and Newbie Mistakes 10 Steps to Success Keynote by Joel Oleson
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SharePoint Best Practices Conference Spring 09 Avoiding Failed Deployments and Newbie Mistakes 10 Steps to Success Keynote by Joel Oleson

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In these 10 steps to success we walk through the pitfalls, and challenges of SharePoint deployments. Avoiding common mistakes and chaos is the goal. The information is shared in a fun way through ...

In these 10 steps to success we walk through the pitfalls, and challenges of SharePoint deployments. Avoiding common mistakes and chaos is the goal. The information is shared in a fun way through stories.

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SharePoint Best Practices Conference Spring 09 Avoiding Failed Deployments and Newbie Mistakes 10 Steps to Success Keynote by Joel Oleson SharePoint Best Practices Conference Spring 09 Avoiding Failed Deployments and Newbie Mistakes 10 Steps to Success Keynote by Joel Oleson Presentation Transcript

  • 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?
    • 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
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    • 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
    • Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.
    Gartner
  • 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
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  • Clear Vision, Mission and Goals
  • Defaults have Faults
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  • 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)
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  • 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”
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  • 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
  • Policies Support Services
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  • 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
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  • Dev + IT Life Cycle & Staged 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
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  • 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.
    • 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...
  • 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…
  • 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
  • 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
  • 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 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]
  • Thank you for attending!
    • Post conference DVD with all slide decks
    Sponsored by