KMA Insight Webinar: SharePoint 2010 Deep DiveDeck

SharePoint On Premise or In the Cloud? SharePoint 2010: IT Platform and Launch Readiness KMA Insights Webinar Series May 12, 2010 (1) Twitterhashtag#kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

Housekeeping Items Experiencing Issues? -Change color of your seat to RED Questions for Speakers? -Submit questions during webinar Twitter Discussion -#kmasp2010 Feedback - Webinar Feedback - Next Steps/Moving Forward (2) Twitterhashtag#kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

ABOUT KMA o Full-service IT consulting firm established in 1995 o 25 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences & Financial Services o Microsoft technology focus: • Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004 • Working with SharePoint technologies since 2001 • Specialties in  Collaboration: Portals, Communities and Content Management  Insight: Enterprise Search and Business Intelligence  Productivity: Forms and Office Client Customization, Mekko Graphics (ISV) (3) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

SharePoint 2010 – IT Platform Overview • Chris McNulty – Working with SharePoint technologies since 2000/2001 – 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) – KMA’s SharePoint practice lead – Microsoft MCSE/MCTS/MSA/MVTS – BC MBA in Investment Management

Agenda • History & Background • Platform Overview – Server – Client • Upgrade & Migration • Administration & Optimization (5) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

History • 2001: original release of Users SharePoint 1,200,000,000 • 2003: expansion of libraries, 1,000,000,000 custom columns 800,000,000 • 2007: site columns, business 600,000,000 data catalog and content types 400,000,000 become widespread; adoption Users rate leads to explosive growth of 200,000,000 SharePoint content - • May 2010: release of SharePoint 2010 (6) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

What we’ve been hearing… and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle: Tools for knowledge management and taxonomies SharePoint should be like a corporate “Facebook” Two way data synchronization Better end user forms designer Integrated data dashboards Full offline client Support for managing large document stores, large imports, document lifecycle and records management? (7) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

What we’ve been hearing… and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle: Managed Metadata Service Tools for knowledge management and taxonomies Communities, Ratings, Tags SharePoint should be like a corporate “Facebook” BCS Two way data synchronization InfoPath 2010 Better end user forms designer Performance Point Integrated data dashboards SharePoint Workspace 2010 Full offline client Support for managing large document stores, large imports, document lifecycle and records management? (8) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Congratulations! o You’re the new SharePoint Administrator!!! o But… o You’re still responsible for: • Exchange • Active Directory • SQL • Desktop • Help Desk • Network/Firewall • Cooking & Cleaning • Etc. (9) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

The Dilemma o SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers) o Time and focus are scarce resources! o Common pain points include • Upgrades are complex and hard to monitor • Dispersed workforce, little control of browsers and Office versions • Hard to understand and troubleshoot “behind the scenes” performance and capacity planning • Best practices not always understood or compared to system health • “All or nothing” administration means IT must be engaged for all admin responsibilities, even search (10) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Microsoft SharePoint Server 2010 … the bright frontier

Platform Basics • SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers require prep work. • Windows Server 2008 or Windows Server 2008 R2 X64 • SQL Server 2005 x64 SP3 CU3 Or • SQL Server 2008 x64 SP1 CU2 • May also need KB971831 - support token authentication without transport security or message encryption in WCF (12) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Shared Service Applications • The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application • Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.] • Crawl/index no longer a single server role • In 2010, administration can be delegated – Key targets: Enterprise search, metadata, user profiles (13) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Managed Metadata Service • Centralized shared hierarchies of tags and terms [taxonomy] • Centralized governance of user-created keywords [folksonomy] • Centralized sharing and publication of content types throughout the enterprise (14) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Client/Browser Technology • Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so IT shops that had been deferring that upgrade should plan accordingly. • Most other browsers are still supported for Internet configurations • Office 2010 includes optimizations for the new platforms • Offline Access – 2007: used Outlook 2007 and Groove – SharePoint Workspace 2010 integrates offline documents and lists (15) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Office Web Applications • SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”. • In part, this enables simultaneous multiuser editing of Office documents: – Excel in OWA, not client – Word/PowerPoint on client only if file opened from a shared document library – OneNote client or OWA (16) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Predictable Upgrade • Three paths – In place – Database upgrade – Third party tools • Process – Pre-upgrade checker – Visual Upgrade – Resumable upgrade – Progress reports – Parallel DB upgrades (18) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Logging, Monitoring, and Alerts • Unified Logging ULS Logs • Out-of-the-box reports • Richer Web Analytics Windows Events • Open Schema Logging • SCOM Integration Page requests DB Feature Logging Health data (20) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Proactive Resolution • Developer Dashboard – Empower developers and users • Integrated Health Analyzer – Runs when necessary – Alerts anomalies – Fixes when it can (21) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Health and Monitoring Demo • IT Management – Health Analyzer – Web Analytics – Developer Dashboard (22) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

KMA & SharePoint 2010 o KMA is ready to help you today. Here’s how: • Online content, blogs, articles available through www.kma-llc.net • Monthly live seminars/webinars, recent topics:  SharePoint 2010 Collaboration Preview, MOSS/Project Server integration, SharePoint “in the cloud”, Office 2010 Preview o Upcoming Events: • TechEd 2010 (New Orleans) SharePoint Adoption – June 9, 2010 • SharePoint 2010 Webinar – June 23, 2010 o Standard Offerings • SharePoint Health Check - 1-2 day fixed price engagement • SharePoint 2010 Readiness 2 day fixed price engagement • SharePoint Deployment Planning Services (SDPS) • [Microsoft Office] Business Value Planning Services (BVPS) (23) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Resources • From Microsoft: – SharePoint 2010 site: http://sharepoint2010.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx • From KMA: – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) – 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

Summary • Biggest technical changes – 64-bit only – IE7/8 & Firefox – Shared Service Applications • Upgrade choices – In place – Database attach – Third party content migration tools • New functions – Managed metadata – Performance Point Dashboards and Business Data Connectivity – Communities and Personalization • Additional changes – Developer Dashboard – Office Web Applications – Scalable Search Topology (25) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Thank you… • Contact Details – Email cmcnulty[at]kma-llc[dot]net – Blog http://blogs.kma-llc.net/microknowledge – Twitter: http://twitter.com/cmcnulty2000 – LinkedIn:http://www.linkedin.com/in/cmcnulty (26) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

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KMA Insight Webinar: SharePoint 2010 Deep DiveDeck

by Knowledge Management Associates, LLC on May 12, 2010

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KMA Insight Webinar: SharePoint 2010 Deep DiveDeck — Presentation Transcript