10 Steps to Successful Deployment (NZSPC Keynote)Joel OlesonSr. ArchitectQuest Softwarehttp://www.sharepointjoel.com@joeloleson

Who is SharePoint Joel?8+ Year SharePoint Veteran5 Years in MS IT2 Years in SharePoint Product Team1 year independentQuest SharePoint ArchitectSharePoint Evangelist Consultant and TrainerSocial Media Evangelist

Watch Out for Killer Bunnies

10 Steps To SharePoint SuccessWake up and Confront RealityCreate a PlanExec Sponsor with Clear VisionCreate a Diverse Skilled Dream TeamBuild Services not StuffDefine Clear Policies and StandardsInvest in Scalable Information ArchitectureDon’t forget Change ManagementAdoption is What CountsKeep it Simple Stupid.

Wake up & Confront Reality

Create a Plan or Plan to Fail!

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

SharePoint Governance11Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organizationSource: The Burton Group

Clear Vision, Mission and Goals

Get a Passionate Executive Sponsor

Get me SharePoint or your out!Exec Sponsor with Vision & Budget

What is Deployment?Build a Service NOT Install Software

SharePoint is Plastic. Don’t create Robot Barbie!

Telling the SharePoint StoryChoose your own adventure!

Cleverworkarounds.comCleverworkarounds.com

Two Types of Service ModelsOut of the box (Standard)Custom (Dedicated)

Policies Support Services

Create the Dream Team

Sample SharePoint TeamSharePoint Site Collection Administrator(s)SharePointInfra AdminsBusinessIntelligenceCollaborationSharePoint Designer or Business AnalystBusinessFormsPlatformServicesPortalContentManagementSearchContent AdministratorSharePoint Developer(s)

Functional Groups/Teams

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

SharePoint Deployments are you ready?Adapted from Tuckman and Jensen 1977

Joel’s Deployment ModelAre you trying to be a Rockstar with the experience of a newbie?

Define Clear Policies and Standards

Defining PoliciesConsider charge back for App HostingUse Site Collection quotasHow do I handle a free SharePoint Designer?What should I do with Codeplex?Support for Third party solutions?Require Solution Deployments!!! (.wsp)IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge BackSelf Service Smaller Quota Quicker Expiration OOBAdhocStructured

Build for Today Design for Tomorrow

Containment Hierarchy

Joel's Cheat Sheet for Hosting

SharePoint ServiceOfferingStructuredAdhocLong termShort term

Ready for the Cloud?SharePoint Hosting

Don’t Forget Change Management with Staged Deployment

SharePoint Dev Life CycleCustomizationsSharePoint Designer + UI CustomizationsDev AssetsVisual Studio.WSP

Critical Policy Decisions (Customization vs. Development)Dev AssetsPortabilityLimitedPortabilityCustomizations

SharePoint Dev Life CycleDevelopment Assets -> .WSPsContent Databases

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

Adoption is What Counts!

UnderstandingAdoptionDesignImplementation

Keep it Simple Stupid!

K.I.S.S.

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 definition

Cutting corners – “My Devs are My 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.)Comon let this .DLL go... (require .WSP!)NOT Key takeaways today...

SharePoint Deployment Essentials & Governance Checklist

Resources and PlugsJoel’s Blog – http://www.sharepointjoel.comSharePoint Governance Resourceshttp://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspxNew SharePoint Information Portal: http://SharePoint.Microsoft.com Join a SharePoint User Group!

Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environmentQuest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and controlQuest Web Parts Enable rapid development of SharePoint applicationsRecovery Manager for SharePointGranular SharePoint recovery for enterprise-level needsMigration Manager for SharePoint SharePoint 2003 to 2007 migrationFile Migrator for SharePoint File shares to SharePoint migrationPublic Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration51

Thank You!

Enjoy the Conference!

Questions?