Best Practices Europe 10 Steps To Successful Deployments

10 Steps to Successful SharePoint Deployments Joel Oleson www.sharepointjoel.com joel.oleson@quest.com @joeloleson

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

Watch Out for Killer Bunnies

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)

IT Control User Empowerment

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

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

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

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

What is Deployment? 15

SharePoint is Plastic. What is your Creation?

Telling the SharePoint Story Choose your own adventure!

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

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

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)

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

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

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

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

Who’s at Fault? PM Business & Stakeholders Business Analyst IT Dev Admins Consultants

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

Standardization Flexibility

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

Containment Hierarchy * Farm Internet, Extranet, Intranet Servers Web Front End, APP, SQL * Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search * Site Collections Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting * Sites Wikis, Blogs, Team, Doc, Meeting Workspaces Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… Items Files, calendar items, contacts, customers, images, custom

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

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

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

The Right Tool for the Right Solution Visual Dev Assets Portability Studio SharePoint Limited Portability Customizations Designer IE/ Web UI

TIP: Bundle your Dev Assets CSS Event Page Handler Web WSP Image Part DLL

SharePoint Dev Life Cycle • UAT • Users • Code • Authoring Dev Test Prod • Workflows • Introduction • POC • BPM • Coexistence • Validate Dev Assets Customizations Visual Studio SharePoint Designer + .WSP UI Customizations

SharePoint Dev Life Cycle Development Assets -> .WSPs • UAT • Users • Code • Authoring Dev Test Prod • Workflows • Introduction • POC • BPM • Coexistence • Validate Content Databases

K.I.S.S. 49

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

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.)

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 London and the Best Practices...

Announcing…  SharePointForAll.com  Community, betas, announcements, demos, requests, feedback

Questions? 56

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

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

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

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

Post conference DVD with all slide decks Sponsored by Thank you for attending!

Best Practices Europe 10 Steps To Successful Deployments

by Joel Oleson

Accessibility

Categories

Upload Details

Usage Rights

1 Embed 7

Statistics