Proven Practices for Application LifecycleManagement with SharePointMary Leigh Mackiemaryleigh.mackie@avepoint.com@mlmackie
Session Objectives and Takeaways• SharePoint Application Lifecycle Management• Managing and Governing ALM in SharePoint  –...
AvePoint: Who We AreGlobal Leader -- Microsoft® SharePoint Infrastructure Management  “Clearly AvePoint is making the most...
Application Lifecycle Management                                           Overview    © 2011 AvePoint, Inc. All rights re...
SharePoint is an Application:Application Lifecycle Management!  Development     Testing     Staging   Production    Design...
Planning for ALM in SharePointSharePoint Development IS an IT Project• Global change management is required for…      –   ...
Managing and Governing ALM in         SharePoint   © 2011 AvePoint, Inc. All rights reserved. No part of this may be repro...
Key Players of Governance                     People           Policy                Process                    Technology
Governance Spectrum          Chaos                      Restricted
Key Policy Areas of Governance                                     Project              IT Assurance                      ...
Introducing a Governance Plan                    Integration                   Applications                   Collaboratio...
Governance and Site types
Getting the right tools for the job…• Standard administration  interfaces   – Quotas, locks, permissions,     records mana...
Governing Application Management         Strictly managed                                          Loosely Managed        ...
Options for Extending SharePoint     • Custom Code       (Powershell, STSADM,       .NET)     • CodePlex     • Visual Stud...
Customizations & Branding• Isolate custom solutions: Sandbox Solutions    – Cannot use certain computer and network resour...
Do I Build or Buy? (Or Neither)Suggested Evaluation CriteriaEvaluate Out of the Box Features FIRST (80% Rule)• Supportabil...
Challenges with SharePoint development•   Environment setup•   Platform learning curve•   Toolset support•   Team developm...
SharePoint Lifecycle Management Process
SharePoint Application Lifecycle         ManagementA closer look at:    • Platform enhancements    • Tool enhancements    ...
SharePoint 2010 Platform    Enhancements
Solution (WSP) Packages                                      • Used to deploy                                        custo...
Sandboxed Solutions                       Security and    Business Agility                         Stability
List Improvements•   Scalability and performance•   Relationships•   Validation•   Lookup to multiple columns•   List inde...
ToolEnhancements
Visual Studio 2010
Development Environment•   Windows 7/Vista SP1 support•   Must be 64-bit•   Requires min 4GB RAM for Foundation•   SharePo...
SharePoint Tools ContinuumBusiness Analyst/Process            Designer/IW/Power User             Professional developer   ...
VS2010 improvements•   Source control support•   Built-in SharePoint tooling•   F5 debugging•   Visual web parts•   Server...
But it’s not perfect•   Backwards compatibility•   .NET 4.0 support•   64-bit only•   Unit testing•   Web testing•   Acces...
Artifact Provisioning
SharePoint Designer•   Promotion between environments•   Should certain artifacts be packaged as a WSP?•   Manual copying ...
Deployment in SharePoint 2010OOTB Capabilities?               What is it missing?• Deploy / roll-back             • Granul...
Automated Builds
Moving Between EnvironmentsOut of the Box Capabilities With Third Parties• Perform change in test       • Perform change i...
Build Process
Build Process
Dev PC                                                               Team Foundation Server                               ...
Ensuring Business Continuity
Planning for ALM in SharePointGoal: Increase Platform Reliability• Support increasingly  stringent business  requirements ...
Increase Production Reliability       Development      Testing         Staging       Production     • Incorporate Multiple...
Load and Performance Testing• Visual Studio Ultimate• Stress test code   – Simulating users• Highlights overuse of  creati...
Data Protection RequirementsMonitor Health and ensure global protection                                    • Content DB•  ...
Q&A
Resources• SharePoint 2010   – http://sharepoint.microsoft.com/• SharePoint ALM resource center   – http://msdn.microsoft....
AvePoint - SharePoint App Lifecycle Mgmnt
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AvePoint - SharePoint App Lifecycle Mgmnt

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AvePoint - SharePoint App Lifecycle Mgmnt

  1. 1. Proven Practices for Application LifecycleManagement with SharePointMary Leigh Mackiemaryleigh.mackie@avepoint.com@mlmackie
  2. 2. Session Objectives and Takeaways• SharePoint Application Lifecycle Management• Managing and Governing ALM in SharePoint – Definition and Purpose of Governance – ALM Governance and Management Challenges• SharePoint ALM – Out of the box capabilities – When to think about additional technology options• Final Considerations
  3. 3. AvePoint: Who We AreGlobal Leader -- Microsoft® SharePoint Infrastructure Management “Clearly AvePoint is making the most of both Microsoft technology and the Microsoft Partner Network in its quest to create a profitable business.” – Jon Roskill, Microsoft Corporate Vice President, Worldwide Partner Group
  4. 4. Application Lifecycle Management Overview © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  5. 5. SharePoint is an Application:Application Lifecycle Management! Development Testing Staging Production Design Design Design Design Front-End Front-End Front-End Front-End Solutions Solutions Solutions Solutions
  6. 6. Planning for ALM in SharePointSharePoint Development IS an IT Project• Global change management is required for… – Platform updates and upgrades – Branding – Solutions and customizations: 80-20 Rule – IA restructuring – Etc…Source: Microsoft TechNet, MSDN, and blogs
  7. 7. Managing and Governing ALM in SharePoint © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  8. 8. Key Players of Governance People Policy Process Technology
  9. 9. Governance Spectrum Chaos Restricted
  10. 10. Key Policy Areas of Governance Project IT Assurance Governance Technology & Information Business Governance Alignment Continuous Improvement http://www.21apps.com/governance/sharepoint-governance-3-0/
  11. 11. Introducing a Governance Plan Integration Applications Collaboration Content
  12. 12. Governance and Site types
  13. 13. Getting the right tools for the job…• Standard administration interfaces – Quotas, locks, permissions, records management• Powershell – Administrative functions, Data protection• SharePoint services and features – Managed metadata service for classification – ISV solutions for management Manual• SharePoint Designer, Visual Automated Studio
  14. 14. Governing Application Management Strictly managed Loosely Managed development Development Customizations must adhere to Rules about development customization policy, deployments and environments or customizations are updates tested and rigorously managed. less rigid. What’s the right balance for your organization?Determine customization types you want to allow/disallow, and how tomanage them: Service level descriptions  Approved tools for development Processes for analyzing customizations  Who is responsible for ongoing code Process for piloting and testing support customizations  Specific policies regarding each Guidelines for packaging and deploying potential type of customization (done customizations through the UI or SD) Guidelines for updating customizations
  15. 15. Options for Extending SharePoint • Custom Code (Powershell, STSADM, .NET) • CodePlex • Visual Studio • SharePoint Designer • 3rd Party products/ services15
  16. 16. Customizations & Branding• Isolate custom solutions: Sandbox Solutions – Cannot use certain computer and network resources – Cannot access content outside the site collection they are deployed in. – Can be deployed by a site collection administrator. – Governed: only a farm administrator can promote a sandboxed solution to run directly on the farm in full trust.• Master Pages and Page Layouts• Themes• To “Designer” or not to “Designer”• Separate development, pre-production, and production environments (keep these environments in sync)
  17. 17. Do I Build or Buy? (Or Neither)Suggested Evaluation CriteriaEvaluate Out of the Box Features FIRST (80% Rule)• Supportability and Maintenance (IT skill sets, upgrades, debugging)• Documentation (including Training and Handover)• Extensibility• Impact on Infrastructure (Data Protection SLAs, Storage, etc)• Integration with other 3rd parties/customizations• Cost (of dev or product + training + support, etc) and ROI• Risk (Who is accountable?)
  18. 18. Challenges with SharePoint development• Environment setup• Platform learning curve• Toolset support• Team development• Versioned releases
  19. 19. SharePoint Lifecycle Management Process
  20. 20. SharePoint Application Lifecycle ManagementA closer look at: • Platform enhancements • Tool enhancements • Artifact provisioning • Automated builds © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  21. 21. SharePoint 2010 Platform Enhancements
  22. 22. Solution (WSP) Packages • Used to deploy custom code • Contains all files and Manifest.xml Assembly.dll deployment instructions • WSP extension WSP – Internally a cabinet file • Created by Visual Studio • Farm or Sandboxed AppPage.aspx Image.jpg
  23. 23. Sandboxed Solutions Security and Business Agility Stability
  24. 24. List Improvements• Scalability and performance• Relationships• Validation• Lookup to multiple columns• List index auto creation• List query throttling• XSLT views
  25. 25. ToolEnhancements
  26. 26. Visual Studio 2010
  27. 27. Development Environment• Windows 7/Vista SP1 support• Must be 64-bit• Requires min 4GB RAM for Foundation• SharePoint 2010 must be installed locally• Wizard installs and configures most things• Virtualization
  28. 28. SharePoint Tools ContinuumBusiness Analyst/Process Designer/IW/Power User Professional developer Designer Import Code workflows WSP Web part hook up Package Event receivers Views & Forms List definitions Declarative Application pages Export workflows
  29. 29. VS2010 improvements• Source control support• Built-in SharePoint tooling• F5 debugging• Visual web parts• Server Explorer• Package Designer• Feature Designer• Extensible
  30. 30. But it’s not perfect• Backwards compatibility• .NET 4.0 support• 64-bit only• Unit testing• Web testing• Accessibility
  31. 31. Artifact Provisioning
  32. 32. SharePoint Designer• Promotion between environments• Should certain artifacts be packaged as a WSP?• Manual copying and pasting files• Restricting use by policy• Using third party tools to manage deployments
  33. 33. Deployment in SharePoint 2010OOTB Capabilities? What is it missing?• Deploy / roll-back • Granular control of rights solutions (packages) (delegation), design• Activate / deactivate elements, content, and features customizations• Export / import site • DLLs, GAC files, collections, sites, or lists Customizations,• More VS2010 integration Workflows, IIS (sandbox) configuration• Visual upgrade (first deployment)
  34. 34. Automated Builds
  35. 35. Moving Between EnvironmentsOut of the Box Capabilities With Third Parties• Perform change in test • Perform change in test environment• Package as solutions environment whenever possible • Ability to compare (VS2010) environments• Document all changes• Repeat all changes in • Deploy to appropriate production environment(s) farm(s) – STSADM operations (now • Produce report of all PowerShell scriptable) – Define appropriate changes parameters for IIS – Make other settings and configuration changes (VS2010)
  36. 36. Build Process
  37. 37. Build Process
  38. 38. Dev PC Team Foundation Server Fix Bugs (repeat as necessary) Check In F5 Deploy Development Nightly build -OR- Smoke Testing Continuous Integration WSP Check in WSP Staging Build Server Bugs Team Build Warm-blooded user testing Build WSP SP2010 DLL’s Install and Activate [script] Unit TestingAutomated testing
  39. 39. Ensuring Business Continuity
  40. 40. Planning for ALM in SharePointGoal: Increase Platform Reliability• Support increasingly stringent business requirements for: – Content access times – SLAs for availability – QoS for global users © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  41. 41. Increase Production Reliability Development Testing Staging Production • Incorporate Multiple farm approach • Plan for Global Change Management  Need repeatability to ensure success criteria!41
  42. 42. Load and Performance Testing• Visual Studio Ultimate• Stress test code – Simulating users• Highlights overuse of creating new SPSite objects• Validates server roles and hardware
  43. 43. Data Protection RequirementsMonitor Health and ensure global protection • Content DB• Monitor SharePoint’s health globally • Search Index • Hive • Solutions• • Web Application Protect valuable SharePoint assets Content • GAC • Cust. Features • Site Collection – Multiple farms • Gallery – Custom solutions • Site Customizations • Site Definition – Workflows • List/Library • Central Admin DB – Content (even externalized!) • Folder SharePoint Configurations – Security structure, • Config DB • Item/Document – Wikis, blogs, MySites • Version Externalized Data (BLOB) – Metadata • IIS Metabase • Metadata • IIS Settings System Configurations• Simplify Restore process • Web.Config • InetPub Binary File (OS /• Maintain failover environment? SharePoint)
  44. 44. Q&A
  45. 45. Resources• SharePoint 2010 – http://sharepoint.microsoft.com/• SharePoint ALM resource center – http://msdn.microsoft.com/en-us/sharepoint/dd552992• SharePoint Patterns & Practices Group (SPG) – http://msdn.microsoft.com/en-us/library/ff770300.aspx• FREE conference videos & slides – http://msdn.microsoft.com/en- us/sharepoint/ff405669.aspx – http://www.microsoft.com/downloads/details.aspx?Fa milyID=f8cb362c-75ad-4cb9-9fbc-3abcdf6afeaf• SPDisposeCheckStatic Rules – http://spdisposecheckstatic.codeplex.com/
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