SharePoint 2010 – IT Platform and launch readiness

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KMA featured at recent Microsoft SharePoint Saturday -DC as key presenter. Chris McNulty highlights the key features/benefits of SharePoint 2010 and ways to prepare your organization for upgrading to …

KMA featured at recent Microsoft SharePoint Saturday -DC as key presenter. Chris McNulty highlights the key features/benefits of SharePoint 2010 and ways to prepare your organization for upgrading to 2010.

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  • 1. Welcome to SharePoint Saturday – Washington DC SharePoint 2010 – IT Platform and Launch Readiness Chris McNulty KMA
  • 2. Welcome to SharePoint Saturday – Washington DC • Thank you for being a part of the largest SharePoint Saturday ever! • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the hall so as not to disturb others. • Open wireless access will time out after 40 minutes • Feel free to “tweet and blog” during the session • Thanks to our Platinum Sponsors: (2) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 3. 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 (3) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 4. 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) (4) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 5. Agenda • History & Background • Platform Overview – Server – Client • Upgrade & Migration • Branding • Administration & Optimization • Governance (5) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 6. 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
  • 7. 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: #spsdc
  • 8. 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 Yes, Yes, Yes, Yes! 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: #spsdc
  • 9. 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: #spsdc
  • 10. 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: #spsdc
  • 11. Microsoft SharePoint Server 2010 … the bright frontier
  • 12. 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: #spsdc
  • 13. 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
  • 14. 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: #spsdc
  • 15. Client/Browser Technology • Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so don’t defer that upgrade! • 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: #spsdc
  • 16. 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: #spsdc
  • 17. Client and Admin Demo • New Clients – Firefox – Office Web Apps – SharePoint Workspace • Central Administration – New Site Collection – Shared Service Application – Managed Metadata Service (17) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 18. Demo Screenshot - Firefox – Cross Browser (18) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 19. Demo Screenshot - Cross Browser Web Apps (19) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 20. Predictable Upgrade • Three paths – In place – Database upgrade – Third party tools • Process – Pre-upgrade checker – Visual Upgrade – Resumable upgrade – Progress reports – Parallel DB upgrades (20) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 21. Upgrade Demo • PreScan Check • Database Attach • Visual Upgrade (21) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 22. 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. (22) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 23. Demo Screenshot - Upgrade Dashboard (23) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 24. Demo Screenshot - Original Upgrade (24) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 25. Demo Screenshot - Visual Upgrade (25) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 26. Branding • 2007: Extensive Customization Possible, requires CSS and SharePoint Designer • 2010: Branding and Themes Directly From Browser (26) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 27. Demo • Branding in Browser • SharePoint Designer (27) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 28. 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 (28) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 29. Proactive Resolution • Developer Dashboard – Empower developers and users • Integrated Health Analyzer – Runs when necessary – Alerts anomalies – Fixes when it can (29) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 30. Health and Monitoring Demo • IT Management – Health Analyzer – Web Analytics – Developer Dashboard (30) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 31. Demo Screenshot – Web Analytics (31) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 32. Demo Screenshot - Developer Dashboard (32) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 33. Demo Screenshot - Health Check (33) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 34. Governance • SharePoint 2010 provides more opportunities, and ore importance for reengaging users and sponsors about governance issues than before • Major tools – Sandbox code – Query governors – Metadata – Social tagging and ratings (34) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 35. Governance in SharePoint 2010 • SharePoint Designer – Now free (since 2008) – Allowed or denied – Restricted - PlaceholderMain • Social tagging and ratings – I like it/I hate it – Ratings and adverse feedback • ECM – Records management • In place vs. Record Center – Content Organizer – Who controls the lifecycle? (35) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 36. 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 (BI & BDC?) 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) (36) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 37. 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 – New governance tools and requirements (37) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 38. Session Evaluation • Please complete and turn in your Session Evaluation Form so we can improve future events. • Presenter: – Chris McNulty • Session Name: – IT Platform – Upgrade and Launch Readiness (38) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 39. Q&A • Open Questions • Contact Me • Ask the Experts • Prizes! (39) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 40. Ongoing Activities • Remember to visit the Exhibit Hall – Play Sponsor Bingo to be eligible for raffle prizes at the closing session! • Visit the SharePoint Users’ Groups in the Lower Gallery and meet the Booth Babes! • Talk with other SharePoint professionals in the Upper Gallery for “Ask the Experts” • Watch a webcast of free Microsoft training in the Gymnasium (40) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 41. Thanks to our Sponsors (41) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc
  • 42. 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 (42) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsdc