Elevating SharePoint to an Enterprise Platform


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SharePoint as an Enterprise Platform

1. SharePoint Strategic Implementation Planning: Content, Taxonomy & Governance
2. SharePoint Platform Architecture: Defining Inputs, Outputs and Accountability

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Elevating SharePoint to an Enterprise Platform

  1. 1. Elevating SharePoint to an Enterprise Platform April 2011
  2. 2. Today’s Agenda8:00am Registration and breakfast served8:30am Welcome and speaker introductions8:40am SharePoint Strategic Implementation Planning: Content, Taxonomy and Governance—Arthur Savage, Perficient9:25am Break9:30am Unleashing SharePoint’s Full Business Potential with DocAve—Mike Shine, AvePoint10:15am Break10:20am Platform Architecture: Defining Inputs, Outputs and Accountability—Micah Swigert, Perficient11:05am Break11:10am Proven Practices for Seamless SharePoint 2010 Migration—Mike Shine, AvePoint11:55am Drawing and closing remarks
  3. 3. About Perficient• Founded in 1997• Public, NASDAQ: PRFT• 2010 Revenue of $215 million• 18 major market locations throughout North America – Atlanta, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Jose, St. Louis and Toronto• Solution and Industry Based National Practices• 1,500+ colleagues• ~490 enterprise clients (2010), 85% repeat business rate• Alliance partnerships with major technology vendors• Multiple vendor/industry technology and growth awards
  4. 4. Perficient Microsoft Relationship• Microsoft NSI Gold Partner with competencies in – SharePoint – Content Governance, UX, Technical Architecture – Business Intelligence – Data Architecture, Information Visualization & Governance – Digital Marketing – FIS, FAST – Cloud – Azure, Office 365 – Data Management/Custom Development Solutions – Business Process and Integration – Mobility Solutions – Top 10 Microsoft NSI Partner – Ranked in top 1% in terms of Performance and Readiness – Direct Delta Force team engagement• SharePoint Expertise – Over 200 SharePoint 2007 (MOSS) implementations completed – Over 60 SharePoint 2010 implementations completed or in progress – Over 450 consultants with deep experience with full SharePoint solution life cycle including: Envisioning Governance, Business Analysis, User Experience, Technical Architecture, Construction, Testing and Deployment – Microsoft MVP certified architects & Business Principals that present to industry conferences, user groups and “SharePoint Saturdays” on a monthly basis
  5. 5. Today’s PresentersArthur Savage, PerficientArthur is a Senior Solution Architect at Perficient. He has 20 years of experience in theprofessional information technology services field with extensive experience in concept design,architecture, documentation, and delivery of SharePoint solutions. His primary focus has been inthe Manufacturing, Food Processing, Sports Entertainment and Pharmaceutical sectors.His broad knowledge and experience designing and deploying SharePoint technologies coversmultiple aspects of Information Systems including; collaboration, electronic content management,electronic document management, data records management, security, development andadministration. For the past 10 years he has been focused almost exclusively delivering MicrosoftOffice SharePoint Server technologies.Micah Swigert, Perficient Micah is a Technical Director for Perficient. In this role he is responsible for solution architecture,delivery satisfaction, team management and sales team alignment for all Microsoft-basedtechnology engagements in the Chicago area. Micah comes from a technical background, focusedon engaging with clients in enterprise architect, Microsoft subject matter expert, applicationarchitect, and lead developer roles. Clients have typically been in the Chicago area and aretypically financial services, manufacturing, professional services, and health care firms. Micah haspresented at various user groups and other technical groups over the past fifteen years on avariety of Microsoft technical subjects: rich client user experience, layered .NET applicationarchitectures, service orientation and .NET capabilities, and integrating SharePoint technologies incustom application development methodologies and best practices.
  6. 6. Today’s PresentersMichael Shine, AvePointMichael Shine is a Systems Engineer, based in AvePoint’s Chicagooffice, with extensive experience in implementing AvePointsolutions into complex, enterprise-level SharePoint deploymentswithin organizations across numerous verticals. With severalyears of experience in implementing administration, storageoptimization and migration solutions for SharePoint, hiscontributions to the SharePoint community have earned himspeaking opportunities at technical conferences, symposiums anduser groups throughout North America.
  7. 7. SharePoint Strategic Implementation Planning: Content, Taxonomy & Governance Arthur Savage, Senior Solution Architect Perficient
  8. 8. Agenda• The Need for Governance• Defining a Governance Model• Implementing the Governance Model• Information Architecture, Taxonomy and Planning• Q&A
  9. 9. The Need for Governance• Align SharePoint strategy with business objectives• Oversee business & organizational transformation• Establish clear decision-making authority and escalation procedures• Build organizational commitment & sponsorship• Create continuous and measurable improvements processes• Monitor SharePoint investments and the value that is delivered
  10. 10. Governance• Structured approach• Involve Business and IT• Create infrastructure – Governance board – Technical liaison – Standards – Technical infrastructure• Planning• Prioritizing
  11. 11. Governance Setup• Organizational structure – Current state – Candidate structures Models – Structure and responsibilities• Governance • Project roadmap • Project initiation Relative Value Relative Value • Architecture standards and review • Platform operations and support• Service offerings • Definitions and use cases • Engagement and funding• Competency planning • Roles and job descriptions • Training plans
  12. 12. SharePoint Program Governance / Roles and Responsibilities Composed of affected Business and IT associates (Board exists for length of project, but membership can change); responsible for:SharePoint Driving initiative team – Project-level governance, key decisions, and issue resolutionGovernance Approving designs, plans, and resultsBoard Creating business requirements, standards, and governance Recommending enforcement policies Responsible for: Develops technical solution based on business requirementsSharePoint Executing deployment plans and handling day-to-Implementation day project management – Project plansTeam – Budget tracking – Project Reviews
  13. 13. Detailed Roles and Responsibilities Team Individuals Role Responsibilities Executive Executive Sponsor Owner - Executive responsibility for the project Exec - Budget and Scope Management Owner - Project Representation to the Executive Team Governance Business Leadership Governance Board - Vision, Design, Plans, and Results Board - Policy, Procedure, and Issue Resolution - Governance and Key Decisions - Layout and Structure Content Site and sub-site Leadership Content Owner - Determine Membership Owner - Police Content - Provision Sub-site (team site) Contributor Create, Update, and Delete Content Contributor Reader Access Content but Cannot Update Users Reader Technical Technical Administration of: Administrator - Configuration - Standards and SecurityTechnical Administration - Policies and Procedures - Provisioning - Maintenance and Backup
  14. 14. Strategic - Example App Communicati Service CEO CIO Delivery Prod Mgmt Development ons 2-4 hours per quarter Technical Svcs HR/ Lega Strategy Finance Governance Board 2-4Vision & John Smith Joe Davis Linda Baum Beth Smith Alan MacDonald Sridhar Gregg hoursGoals Gupta Smith per Content Owners month SharePoint ApprovedSharePoint Technology Team Program Mgt Projects SharePoint Strategy ?? Technology Lead SharePoint Roadmap ?? ?? X Project Y Project Z Project Technical Architect Information Architect Sponsor Sponsor Sponsor Standards Document & Development Security Taxonomy Management Guidelines X Project Y Project Z Project Development Teams
  15. 15. Implementation• Governance should be part of an overall Roadmap• Governance should be included in the Foundation and in all phases• Governance IS an ongoing effort – Departments may change depending on project mix – Key roles will not changes – Best practices will not change
  16. 16. TaxonomyThe creation of a taxonomy provides• A way to categorize content, allowing access to corporate content through simple and complex keyword searches• A key initial step in an overall enterprise content management strategy• A system architecture, document definitions and document relationships are developed right the first time
  17. 17. Content TaxonomyContent Types and Attributes Content Types Content Type Parent Content Type Content Columns Vendor Contract CBE First SourceContent Types Type Lessee Vendor Meeting Type Type Type Type
  18. 18. Site ArchitectureSite Content Types SecurityArchitecture Document Site Name Site Type Sub-Site Webparts Folder Library
  19. 19. Project Team Structure G overnan ce E x e c u t iv e B o a rd S po nso r P r o g ra m C ore O f f ic e T eam E x te n d e d T eam S e n io r T e c h n ic a lB u s in e s s A r c h it e c t A na ly s t Bu s/ UX D e v e lo p e r sA n a l ys ts
  20. 20. Information Architecture
  21. 21. Upgrade Cycle Overview
  22. 22. Minimum Software Requirements
  23. 23. Minimum Hardware Requirements
  24. 24. SharePoint 2010 Upgrade ToolVisibility into upgrade process and potential problems
  25. 25. SharePoint 2010 Upgrade Methods• In-place upgrade – Previous version is overwritten – Sites are unavailable – Same URLs after upgrade• Database attach – Content DBs supported – Config and search cannot be attached• Hybrid approach – Detach DBs – Upgrade to 2010 in-place – DB Attach Content DBs• Visual upgrade – A feature that seperates data upgrade from UI upgrade• Third-party migration tools – Quest, etc.
  26. 26. Q&A
  27. 27. SharePoint Platform Architecture: Defining Inputs, Outputs and Accountability Micah Swigert, Director, Microsoft Chicago Delivery Perficient
  28. 28. Agenda• Considering SharePoint as a platform• Defining inputs to technical architecture• Creating outputs using models• Defining outputs
  29. 29. What is SharePoint• It’s a set of products and frameworks built on ASP.NET and SQL Server• It’s a horizontal portal solution• It’s that pie thing• It’s a platform for web-based business applications – Out-of-box sites – Created by end users – Created by developers/IT – Purchased from a third party and implemented
  30. 30. How It Starts• Typical: – Got it with EA, wanted to use it because we already paid for it – End users wanted to collaborate on documents, calendar, tasks, etc. – Bought a product that needed it• Then: – A “point solution” gets implemented – It succeeds or it doesn’t
  31. 31. How It Starts• If it succeeds – “What else can we do with this” – “How do we manage it?”• If it doesn’t – Lack of interest – moving on Desert Jungle
  32. 32. Inputs• Information architecture – Site hierarchy – Taxonomy• Governance plan – Who, how – Strategic growth plans, vision• Requirements visualization• Specific application requirements
  33. 33. Defining Meta-Models• As architects, we build models• To guide us, we use – Templates—reuse successful models – Platforms—reduce parameters/options, provide features – Models• Meta-models are models we can use as architects to create our output: models
  34. 34. “SharePoint makes 80% of what you need to doeasy… it makes the 20% [almost] impossible”• Treat SharePoint as a platform, not as a framework for custom ASP.NET applications• How do you architect for platforms vs. applications?
  35. 35. The Driver-Constraint Model• Define the “driver” Business, Technical, Organizational – What is it that the stakeholders want to do? – What is the expected lifetime? – Who are the constituents?• Define the “constraints” Business, Technical, Organizational – Who is going to maintain? – What level of customization? – Existing infrastructure, limitations
  36. 36. The Driver-Constraint ModelDrivers Constraints• Be able to quickly spin up • No one on staff to simple team sites administer SharePoint• Be able to share quotes • Business owners may not and invoices with select want to do site owner customers tasks• Have a place for basic • Limited SQL backup forms, policies, capabilities procedures, company • SharePoint sizing rules news, etc.
  37. 37. Functional Map Foundation Publishing Search Social Customized (Assembled) Site Site (Blogs / Applications (Doc Libs, Wiki / BI Web Form / Calendars, MySites) Databases Workflow Tasks)IntranetTeamSitesExtranetPublicSites
  38. 38. Consensus Before Planning• http://technet.microsoft.com/en- us/library/cc261834.aspx• ONCE you have completed: – Driver/constraint – Functional map – And gotten consensus
  39. 39. Outputs• Plan for – Browser support, client – Sites and solutions – Security (authentication, authorization) – Availability and scalability – Performance and load – Contingency / disaster recovery• Technet has great examples
  40. 40. Outputs Individual partners Remote employees Internal employees CustomersUsers https://partnerweb.fabrikam.com https://intranet.fabrikam.com http://fabrikam http://www.fabrikam.com https://team.fabrikam.com http://team https://my.fabrikam.com http://my https://remotepartnerweb.fabrikam.com http://partnerweb https://fabrikamsite.fabrikam.com (authoring) http://fabrikamsite (authoring) Extranet Default Intranet InternetZones and Directory — Corporate directory Directory — Active Directory Domain Services (AD DS) Directory — AD DS Anonymous authenticationauthentication Authentication type: Authentication type: Authentication — Integrated Windows (Kerberos or NTLM) UAG, TMG, or ISA — Forms-based authentication UAG, TMG, or ISA — Forms-based authentication SharePoint — NTLM or Kerberos SharePoint — NTLM or Kerberos (same as internal employee) Load Balancer Load BalancerServer farm Application Pool 1 Front-end Application Pool 1 Front-end Web Servers Web servers Web application: Web application:Admin site Central Administration Site Central Administration Site Application Application server server Clustered or mirrored Clustered or mirrored database servers database servers running SQL Server running SQL Server IIS Web Site—“SharePoint Web Services”Services IIS Web Site—“SharePoint Web Services” Application Pool 2 Unpartitioned services Partitioned Unpartitioned Application Pool B services Search Search Managed User Profile Excel Access Visio Web Subscription Managed Managed Metadata Calculation Service Graphics Analytics Settings Metadata Metadata Services Service Web Secure Store Business Data Word Word PowerPoint Partitioned by Search Unpartitioned Analytics Service Connectivity Services Viewing project in the instance for the Partner Web published site collection content Default group Default group Custom groupApp pools Application Pool 3 Application Pool 4 Application Pool 5 Application Pool 6Web applications Web application: Published Intranet Content Web application: Team Sites Web application: My Sites Web application: Partner Web Web application: Company Internet Site http://fabrikam http://teams http://my http://partnerweb/sitesSite collections Production site http://www.fabrikam.com HR Facilities Purchasing Authoring site collection Team1 Team2 Team3 http://my/personal/<site_name> Project1 Project2 Project3 collection Products Services SupportSitesContentdatabases Database settings: Target size per database = 200 gigabytes (GB) Database settings: Target size per database = 200 gigabytes (GB) Database settings: Target size per database = 175 gigabytes (GB) Database settings: Site size limits per site = 1 GB Target size per database = 200 GB Content deployment Site size limits per site = 30 GB Reserved for second-stage recycle bin = 15% Storage quota per site = 5 GB Reserved for second-stage recycle bin = 10% Maximum number of sites = 180 Maximum number of sites = 40 Maximum number of sites = 6 Site level warning = 150 Authoring and Staging site collections hosted in dedicated databases Site level warning = 5 Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URLZones and Intranet http://fabrikam Intranet http://teams Intranet http://my Intranet http://partnerweb Internet http://www.fabrikam.comURLs Default https://intranet.fabrikam.com Default https://teams.fabrikam.com Default https://my.fabrikam.com Default https://remotepartnerweb.fabrikam.com Extranet https://partnerweb.fabrikam.com Zone Team Sites Zone Self-Service Sites Zone Published Intranet Sites Zone Load-balanced URL— Administrative Intranet http://teams/sites/Team1 Intranet http://my/personal/User1 Zone Partner Web Sites Intranet http://fabrikam http://teams/sites/Team2 http://my/personal/User2 Intranet http://fabrikamsite http://fabrikam/hr http://teams/sites/Team3 http://my/personal/User3 Intranet http://partnerweb/sites/Project1 http://fabrikam/facilities http://partnerweb/sites/Project2 http://fabrikam/purchasing Default https://teams.fabrikam.com/sites/Team1 https://my.fabrikam.com/personal/User1 http://partnerweb/sites/Project3 Default Default https://fabrikamsite.fabrikam.com Default https://intranet.fabrikam.com https://teams.fabrikam.com/sites/Team2 https://my.fabrikam.com/personal/User2 Default https://remotepartnerweb.fabrikam.com/sites/Project1 https://intranet.fabrikam.com/hr https://teams.fabrikam.com/sites/Team3 https://my.fabrikam.com/personal/User3 https://remotepartnerweb.fabrikam.com/sites/Project2 https://intranet.fabrikam.com/facilities https://remotepartnerweb.fabrikam.com/sites/Project3 https://intranet.fabrikam.com/purchasing Extranet https://partnerweb.fabrikam.com/sites/Project1 https://partnerweb.fabrikam.com/sites/Project2 https://partnerweb.fabrikam.com/sites/Project3 Zone Policies Zone Policies Zone Policies Zone PoliciesPolicies Intranet Partner accounts = Deny All Intranet Partner accounts = Deny All Intranet Partner accounts = Deny All Zone Policies Internet All users = Deny Write None Intranet Authors = Full Control Default Partner accounts = Deny All Default Partner accounts = Deny All Default Partner accounts = Deny All Testers = Deny Write Default Authors = Full Control Testers = Deny Write © 2010 Microsoft Corporation. All rights reserved. To send feedback about this documentation, please write to us at ITSPdocs@microsoft.com.
  41. 41. Strive for Accountability• Technical architecture depends on the quality of its inputs• We can use the drivers/constraints model and functional map to elicit inputs (along with governance, etc.)• If you get consensus, you need to be able to deliver• Accountability through ability to maintain SLAs
  42. 42. Thoughts• Be deliberate with constraints – Your constraints may prescribe a different model – May open up alternative deployment scenarios • Hosting • Office 365 • Limit customizations• Push for clear drivers, watch for driver creep• Push for a clear governance plan
  43. 43. General Technical Guidelines• Avoid multiple content databases per application – Unless you have a solid strategy for site collection partitioning – Unless you have a high-capacity storage scenario• Consider multiple applications (process isolation), especially for heavily customized applications• Use a dedicated SQL Server environment• Consider dedicated, fault-tolerant load balancing early—both internal and external
  44. 44. Contact InformationArthur SavageArthur.savage@perficient.comMicah Swigertmicah.swigert@perficient.comtwitter: @micahswigert