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

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

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

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

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

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

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
Public Sector
Rick Hogan, Channel Manager
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!
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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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