KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc

ECM/WCM Planning, Implementation and Migration Strategies
SharePoint Saturday New YorkJuly 31, 2010Karthik Ventkataraman Chris McNulty

ECM/WCM Planning, Implementation and Migration Strategies
SharePoint Saturday New YorkJuly 31, 2010Karthik VentkataramanChris McNulty

KMA Background
A full-service information technology consulting firm established in 1995, based in Waltham, MA
27 employees: Partner, PM, Analyst, Developer, QA
Industry expertise and core focus: Professional Services, Life Sciences & Financial Services
Microsoft technology focus:
Microsoft Certified Partner since 1995
Microsoft Gold Certified Partner since 2004
Working with SharePoint technologies since 2001
Specialties in Enterprise Content Management and Forms, Portals and Collaboration, Search
Approximately 15 consultants versed in SharePoint technologies
Approximately 70 SharePoint projects delivered over last 2 years

About Me
Working with SharePoint technologies since 2000/2001
20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
SharePoint practice lead at KMA
Write and speak often on Microsoft information worker technologies
Microsoft MCSE/MCTS/MSA/MVTS
BC MBA in Investment Management
Hiking, cooking, playing guitar, colonial history, photography
My family: Hayley, three kids (15, 6, 3) and my dog Stan

I live outside Boston…

But I’m from here…

Agenda
Disclaimer
Solution Overview
ECM – Enterprise Content Management
Versioning and Approvals
Drop-off library
Records Management – In Place vs. Records Center
Document Hold
Disposition and ILM
WCM
Planning – Collaboration vs. Publishing
Microsoft Reference Architecture
Upgrade & Migration

Microsoft SharePoint Server 2010 … the bright frontier

Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010

SharePoint Content
Enable employees to deliver value fast with Document Sets
Managed as a single entity
Different types of content items
Pre-Beta screenshots, subject to change

SharePoint Content
Make it easy for users to enter metadata and use it
Hierarchical taxonomy structure
Metadata-driven
navigation
Capture metadata in Office

SharePoint Content
Rich authoring and publishing for web and multi-media content
Microsoft Confidential, Prototype Only
Streaming video on web pages
Ribbon menu for media content
Digital-Asset Management

SharePoint Content
Expand reach of records management across the enterprise
Declare a record in a team site
Location-based policies
Multi-stage disposition policies

Enterprise Content Management
Approvals and Versioning
Drop-off Library & Content Organizer
Records Management & Records Center
In Place vs. Records Center
Hold and Discovery
ILM and Retention Policies

Versioning and Approval
Classic product functions
User options
Interactive approval
Workflow approval

Drop-off Library and Content Organizer
Move content based on content type
Move content based on metadata and properties

Records Management and Holds
In place vs. Records Center
Enablements
Site Collection Feature “In Place Records Management”
Records Center – Custom Site Collection
Hold and eDiscovery Site Feature
Custom Send To Actions (Cent. Admin)
Move, Copy, Move and Leave Link

Information Lifecycle Management
Default behavior is defined for Content Types (MMS)
Redefine (override) at library/folder level
Rich array of functions and custom workflow

Web Content Management
Decide on your paradigm – publishing vs. collaboration
Business case – page creation by owners
Edit and approve in place
Optional - deployment paths

WCM and Migration – Planning and Architecture

Predictable UpgradeDo-no-harm
Three paths
In place
Database upgrade
Third party tools
Process
Pre-upgrade checker
Visual Upgrade
Resumable upgrade
Progress reports
Parallel DB upgrades

Upgrade Demo
PreScan Check
Database Attach
Visual Upgrade

Demo Screenshot - Pre-Attach Test
PS C:Userscmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebAppli
cation http://kmamssd01

Category : SiteOrphan
Error : True
UpgradeBlocking : False
Message : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e
e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is alrea
dy used by a different site, in database (Id = [2cc0fc28-c1ff
-4311-ac68-918229f5d834], name = [WSS_Content]), in the same
web application. Consider deleting one of the sites which hav
e conflicting urls.
Remedy : The orphaned sites could cause upgrade failures. Try detach a
nd reattach the database which contains the orphaned sites. R
estart upgrade if necessary.

Demo Screenshot - Upgrade Dashboard

Demo Screenshot - Original Upgrade

Demo Screenshot - Visual Upgrade

Resources
From Microsoft:
SharePoint 2010 site: http://sharepoint.microsoft.com
SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
From KMA:
Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
August 2010: SharePoint 2010 Enterprise Search
Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events
SharePoint Deployment Planning Services (SDPS), now available for 2010 planning
From me
SharePoint Saturday San Francisco September 11, 2010 (Business Intelligence / IT Platform and Upgrade)
SharePoint Saturday Boston -- September 25, 2010 (SharePoint Data Visualization)
SPTechCon Boston – October 20-22, 2010 (Core Collaboration)
KMWorld (Washington DC - November 2010)
Gilbane Conference (Boston – December 2010)

Thank you…
Contact Details
Email cmcnulty@kma-llc.net
Blog http://blogs.kma-llc.net/microknowledge
Twitter: http://twitter.com/cmcnulty2000
LinkedIn:http://www.linkedin.com/in/cmcnulty

Q&A
My next presentation – 2:35pm - Managed Metadata and Taxonomy
Open Questions
Contact Me
Ask the community
Microsoft Product Management
Feedback forms
Prize: SPC2009 Content Pass ($500)

Thank you sponsors!!

2 ASUS Netbooks
Also Some Books
1 Typemock Isolator License
A 2-5 Day Course from SetFocus on SharePoint
Telerik RAD Controls Set
1 DeliverPoint WFE 2010 license (Worth $1500)
1 BCS Meta Man license (Worth $1200)
1 Lightning Conductor 2010 WFE license (Worth $800)
1 Lightning Storm Forums license. (Worth $600)

KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc

by Knowledge Management Associates, LLC on Aug 04, 2010

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KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc — Presentation Transcript