Best Practices Europe 10 Steps To Successful Deployments
1. 10 Steps to Successful
SharePoint Deployments
Joel Oleson
www.sharepointjoel.com
joel.oleson@quest.com
@joeloleson
2. Who is
SharePoint Joel?
8+ Year SharePoint
Veteran
5 Years in MS IT
2 Years in SharePoint
Product Team
1 Year Independent
SharePoint Evangelist
Consultant and
Trainer
Got a driving ticket in
London
4. 10 Steps To SharePoint Success
Overcome Denial to Confront Reality
1)
Create a Plan
2)
Exec Sponsor with Clear Vision
3)
Create the 4 Quadrant Dream Team
4)
Build Services not Stuff
5)
Define Clear Policies and Standards
6)
Invest in Scalable Information Architecture
7)
Don’t forget Change Management
8)
Adoption is What Counts
9)
Keep it Simple Stupid.
10)
9. 9
SharePoint Governance
Governance uses people, process,
technology, and policies to define
a service, resolve ambiguity, and
mitigate conflict within an
organization
Source: The Burton Group
10. Over the next 2 years (2010)
less than 35% of sites with
Windows SharePoint Services
will put effective governance
techniques in place.
Gartner
12. Clear Vision, Mission and
Goals
Provide
Standards and
Service and
TCO
Consistency
Solution
Comon Doc & Provide
Collaboration Intranet Brand Business
Platform Process Optim
Reduce Search Provide Project
Kill Notes
time and Management
Licensing
promote reuse Workspaces
Help Desk KB Reduce
Internet WCM
Efficiency Litigation Risk
18. Two Types of Service Models
Out of the box (Standard)
Custom (Dedicated)
Commodity Application
Hosting Hosting
19. Policies Support Services
IT Hosted Services
Site Collection Web App Hosting Premium App
Hosting Hosting
• $ Charge Back
•
• • $$$ Charge back
Multi Tenant
Low cost to Free
• • Dedicated
(low barrier) Web App/App Pool
• • • Virtual or Physical
Self Service (w/ meta No GAC access
data capture or workflow) • Separation
Custom Site Templates
• • Custom LOB Integration
Fixed Quotas • Limited LOB Integration
• • Business Focused Dev
SharePoint Designer
(optional) • Dev/Test environments
• Out of box templates +
Application Templates
22. Sample SharePoint Team
SharePoint Site
Collection SharePoint
Administrator(s) Infra Admins
Business Collaboration
Intelligence
SharePoint Designer Business Platform
Portal
Forms Services
or Business Analyst
Content
Search
Management
Content
SharePoint
Administrator
Developer(s)
23. Functional Groups/Teams
Infra Team
SharePoint
(Business) SharePoint
Dev Team
SP Content Network/HW/
Ops
• Developers, Q/A, OS
Authors • Ops, Eng, Architect
(Portal admin –
• Web App, SSP &
WebMaster) • Network Admins -
• Authoring, Marketi • Design, Workflow & Farm Admins AD, Exchange,
ng, HR Site Administration Security
24. September 2007 “Data Governance: What Works And What Doesn’t”
Data Governance Roles And Responsibilities
25. SharePoint Deployments are you
ready?
We’re doing it!
Who is at the Work it out... Be Proactive...
Forming
Storming
Norming
Performing
table? OLAs, SLAs and As people get use Now that teams
Get use to the various kinks to the processes, and your
platform OOB, watch your procedures, and deployment is
reaching it’s
what does it do, requirements for agreements now is
how does it work.. follies take on the time to shine potential now you
Vision, Mission, challenges your be *proactive* and are ready to take
Project Plans, deployment and ensure monitoring on big challenges.
etc... team. and effective
reporting.
Adapted from Tuckman and Jensen 1977
26. Joel’s Deployment Model
Are you trying to be a Rockstar with the
experience of a newbie?
Rockstar
• Multi Stage
Teen Custom
Development
• Excel Services,
• Custom
KPIs
Solutions
• Custom Web
Tween • BDC,
Parts
Integration
• Portal, Search, • Third Party
• Business
My sites, Business
Applications
Profiles Solutions
• WCM in place • Variations
Newbie with approval
• WSS, Collab,
Blogs, Wikis,
Doc Mgmt
27. Who’s at Fault?
PM
Business &
Stakeholders Business Analyst
IT Dev
Admins Consultants
28. Defaults have Faults
• Basic Install (BAD!)
• All On C Drive
Server • No Backup
• Restore Complexity
• All One site collection
List and Site • Not Configured: Quota, Expiration, Auditing,
Versions, Workflows, Meta Data capture
Collection • All items view default (flat)
• One database
Database • Db config (log and db location)
• No maintenance plan
32. Defining Policies
Consider charge back for App Hosting
Use Site Collection quotas
How do I handle a free SharePoint Designer?
What should I do with Codeplex?
Support for Third party solutions?
Require Solution Deployments!!! (.wsp)
Adhoc Structured
35. Joel's Cheat Sheet for Hosting
• Ideal for applications such as Project Server, Performance Point, BDC applications,
CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint
Dedicated
• Great for staged deployments i.e. dev, test, authoring to production
Farm(s)
• Ideal for point solutions, Records Management, for Legal Holds, department
solutions, and groups of site collections
• Memory isolation and separate SSP such as Search Solutions
Web App
• Support 100s-100K+ sites
• Ideal for Collaborative environments including intranets, Projects, extranets
Site
• Document Management where scale is into +TBs
Collection
• Information and aggregation Portals such as Intranets
• WCM Internet sites with page libraries
Sites
36. Hosting Examples
SharePoint Service
Offering
Mysites Teams & Groups Portals & Dept
• /personal • /sites • http://site
• Site Collections • Site Collections • Webapp
• 1GB • 5GB • Database
Dedicated
• Self Service no • Self Service with
approval req. approval • 100GB
workflow
• Archive after AD • Help Desk
object disabled • No confidential IP provisioned
• Life Cycle Ping at • Aggregation / LOB
1 year Apps / Doc Mgmt
Structured
Adhoc
Long term
Short term
37. Ready for the Cloud?
SharePoint Hosting
SharePoint Online SharePoint Online
Office Online
Standard Dedicated
• Small Business • Own Domain • Enterprise
• Adhoc Quick • Shared Servers • Dedicated farms
• Cheap • Fixed Db Quota • Dedicated AD
• Quick Projects • Medium Cost • Hosted Exchange
Optional
• Partner to Partner • Per User Cost
short life
• Shared URL
• Per SC Cost
48. Keep It Simple Stupid.
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.
Careful with development requirements that
lead to custom site def
49. NOT Key takeaways today...
corners – “My Devs are My
Cutting
Admins”
The SharePoint project is no longer
SharePoint (it’s so custom and no longer
supportable)
“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.)
50. 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!
55. Quest Solutions for
SharePoint
Site Administrator for SharePoint
Discover, understand and manage your
Quest SQL Server Solutions
SharePoint environment
Maximize SQL Server performance
while simplifying tasks and providing
visibility and control
Quest Web Parts
Enable rapid development
Recovery Manager for SharePoint
of SharePoint applications
Granular SharePoint recovery for
enterprise-level needs
Migration Manager for SharePoint Public Folder Migrator for SharePoint
SharePoint 2003 to 2007 migration Exchange Public Folders to SharePoint migration
Notes Migrator for SharePoint
File Migrator for SharePoint
Notes application content to SharePoint migration
File shares to SharePoint migration
57