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What You Need to Know Before Upgrading SharePoint 2010

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  • 1. What you need to know before upgrading SharePoint 2010 Feb 2012Prepared By: Suzanne GeorgeSuzanne.George@perficient.comSr. ArchitectPerficient - Microsoft West Region
  • 2. About PerficientLeading Technology Consulting & Solutions Firm• Founded in 1997 Project size, Breadth of Expertise• $240MM+ in annualized Revenue• Over 1,400 highly-experienced Consultants• 19 Locations across North America• 80+% of Revenue from recurring Clients• Served over 400 Clients in past 12 monthsSoftware Solutions Expertise, including:• Enterprise Portals & Content Management• SOA, EAI and BPM• e-Commerce and Product Information Mgmt Depth of Expertise, Efficiency & Value,• Business Intelligence/ETL Client Importance• Customer Relationship Management• User Experience/UCD• Significant Integration ExpertiseKey Differentiators• Focused expertise, lower cost, faster time-to-value• IT Solutions with Business Focus• National consultants overlay Local delivery model• Mature, proven Project Methodology• Global Development Centers in China & Europe• Healthcare Thought Leadership 3
  • 3. Agenda• Learn• Build a business justification• Develop a roadmap• Governance• Plan / Test / Implement• Validate• Evolve• Summary 4
  • 4. Know your SharePoint..The more you understand the new features of SharePointand its improvements/features the smoother your upgradewill be.• Key point to remember – SharePoint is an enabling framework which connects the Microsoft Product line such as SQL Server, Project Server, etc.• Know your SharePoint – Terminology • http://msdn.microsoft.com/en-us/library/ee556558.aspx – Versions - go beyond „cool‟ and determine what you need • Which version do I need? CALs? • http://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx – Features – which features will be implemented when? • Use the crawl, walk, run methodology – Physical location – Will the farm be hosted or in-house and what will the SLA be? 5
  • 5. Roadmap PlanningDefine the business roadmap – The key to minimize risks andsurprises is planning. In most cases the SharePoint upgrade isnot a “double-click” process.If you fail to plan, then you plan to fail!• Run a cost-analysis to understand the cost-benefit of upgrading. Stay focused! SharePoint is a framework and contains lots of features – prioritize those benefits!• Training, training, training!! Your staff need to either a) have months to research (ie: Bing!) how to handle the upgrade or you need to get training. This includes Administrators, Developers, End-Users, etc.• Inventory your current system – take time to look at your current system (even if it is paper-based) and determine what features of 2010 you will need to implement, then update your project plan.• Have a backup plan – Things happen, take longer, and don‟t work as expected so plan for Murphy should the worse case scenario happen. Further, at each project milestone meet with all parties to discuss Go-no-Go.• Get a second line of defense – In other words find someone who has done this before. 7
  • 6. Costs involvedWhat is the costs involved to upgrade? Answer: Depends…• SharePoint 2010 licensing – depends on your version … – Cost calculator by Bamboo http://community.bamboosolutions.com/blogs/sharepoint- 2010-price-calculator/default.aspx• Hardware upgrade needs – do you need to upgrade your hardware to 64 bit? Memory? – Development environment – UAT/staging environment – Production environment• Development Tools – Visual Studio 2010, TFS 2010, ReSharper, SQL server 2008R2 – Migration tools – roll your own or use 3rd party product? – Upgrade desktops/laptops/etc 8
  • 7. Cost continuesOften forgotten or not defined costs…• New installation budget 25 man weeks of effort for a basic install / configure – Project management, basic governance – Development – design, integration, code, QA – Administration• Custom webparts – Custom webparts – budget 1-2 weeks for each (some will take less, some will take more)• Administration – Migration of data – depends on upgrade method – budget 2+ weeks depending – Are you restructuring your site map?• Consultants – Do you need extra resources to make this happen – The unexpected consultant - “The Wolf”• UAT / QA testing – Users of the application testing – Load testing/performance 9
  • 8. SharePoint Roadmap ProcessEducation and Business Analysis Technical Analysis RoadmapDemonstrations Development •Generic •Gather and •Understanding •Prioritize Overview of analyze: of current contextualized SharePoint •Information application requirements •Specific review used in daily portfolio •Assignment of of relevant activities •Review of projects into functionality •Internal and Architectural program plan •Anecdotal external user standards •Risk mitigation evidence of groups •Map and benefit relevant best •Operational requirements to analysis practices and system technologies •Estimate phase procedures interaction dependencies and durations Gain Understanding of Requirements Applied SharePoint to SharePoint Context Organizational Needs Clear Vision Developed Defined and Presented 10
  • 9. An example roadmap Q1 Q2 Q3 Q4Roadmap Planning, Communication and Oversight Foundation (Global Support) • Functional Use Cases / Wireframes • Technical Architecture (Prod, QA, Dev) • Program Planning • Branding Standards • Governance • Development Standards • Information Architecture • Security Model • Taxonomy • DR, HA and Archive Architecture • Multilingual Architecture • User Acceptance Planning and Testing • Base Site Structure • Search • UX Branding Migration (SharePoint 2010) • Training Plan • Current State Content and Customization Analysis • Organizational Plan • Current State Security and Access Model • Communications Plan • Current State Data Usage and Access Analysis • Usage Questionnaire Completion • Foundation Gap Analysis Value Applications • Migration Plan • Migration Execution • Transaction Integration • Migration Acceptance Testing • Business Intelligence • BPM • Search Results • Personalization Transition • Notes Applications • Performance Testing • CRM • Go Live Planning and Support • Extranet /Internet • User, Admin and Dev Training • RIA • User, Admin and Dev Doc’s • Mobile • Production Support 11
  • 10. Prioritized / Risk Adjusted Requirements Example 12
  • 11. Example of a migration project plan 132011 Perficient, Inc. All rights reserved.
  • 12. GovernanceSharePoint can make a good process better and a badprocess worse…• What is governance? – Policies, roles, responsibilities, and processes that guide, direct, and control how an organizations business divisions and IT teams cooperate to achieve business goals.• Define business process first – implement second – Organizations try to implement SharePoint 2010 to solve business processes which have not been defined yet.• Don‟t get complicated – keep it simple, improve and add as business needs require.• MSDN has a good governance policy you can modify – http://technet.microsoft.com/en-us/library/cc262900.aspx• Hire a consultant? 14
  • 13. Preparation - Find issues before you upgradeIssues do not disappear when you upgrade, make surethey are resolved (if possible) in your currentenvironment.• Verify your existing SharePoint 2007 environment is up to date with patches• Use the pre-upgrade check on your existing system and resolve any issues – check for missing features and custom field errors• Check for broken links in existing sites• Review and identify all customizations – make sure you have the code and/or installer for each!• Optimize your large lists• Optimize your content databases• Upgrade to 64 bit environment• Understand any/all UI changes and authentication methods 15
  • 14. Upgrade PhilosophySome ideas which will help you during the upgradeprocess• Detect and Discuss issues early – Report critical issues early• Do NOT implement a solution which will lose data – Keep as much of your content and settings as possible• Minimize downtime• Continue when possible• Be reentrant• Keep the administrator / architect informed 16
  • 15. Content Migration Methodology Content Proposed Content Approved Map to Platform Current State Analysis Migration Legacy Content Valuation To (Gap Analysis) Report Inventory List Transformation Process Migrate Taxonomy, Pages, Documents, Assets, Tools Include HTM and Content asset URLs Active Content Identification Content Metadata Migration Content Mgmt. Tools Publishing Content Owners Staging Content <<Lead – Content Analyst>> Platform Authoring Team; Web Managers; QA Team; Readiness Migration Tech Lead Platform Architects Governance Development Lifecycle 1 WIP Content <<Lead – Platform Leadership>> Content Owners IT Team Deployment Lifecycle <<Leads – Business Analyst, Taxonomist, CMS Architect, Approval Lifecycle Production Platform 5 Dev Leads>> 2 Migration WCM Test Drive Process 404 Validation & LifecycleLegacy Content Archived Platform Ready 3 Content Migration 4 Content Processing Preparation Nav Migration Tech Team; Metadata Migration Authoring Taxonomy GWO / IT Team; QA Team Master <<Lead – CMS Migration Process Leader>> Inventory Content / <<Lead – Legacy Content Architect>> List Assets Documents CMS Platform Iterations Manual content authoring Prepare Migration {Client} HTML Release Change Asset & Content Validate, Correct, Preparation ProcessingFinal Quality Set – for publishing Import Transform and Complete Evaluation Assurance to the runtime Processing Chunk Tag repository (if Processing Quality Assurance Page needed) on migration Exceptions content and attribute tagging CMS Import Tools 17 2010 Perficient, Inc. Confidential. All rights reserved.
  • 16. Execute Upgrade / Next StepsBuild / Upgrade Farms Minimize downtime•Services farm •Use read only with fallback•Content farm environment •Build for upgrade parallelismDeploy customizations Monitor progress•Use Solutions whenever •Watch upgrade status indicatorspossible •Ensure upgrade process is on scheduleAssessment Maintenance•Review deployment •Administration•Review new feature requests •Development – Bug Fix 18
  • 17. Summary Path to successful upgrade/implementation • Learn • Build a business justification • Develop a roadmap • Governance • Plan / Test / Implement • Validate • EvolveA successful upgrade can only be developed with thecommitment of management and staff.• Access – provide access to business and technical teams that have the knowledge to provide the necessary input• Flexibility – grant flexibility to team members schedules to attend meetings and collaborate on concepts• Responsive Decision Making - empower teams to make responsive decisions on behalf of the organization• Governance Board – oversight of a governance board to review and provide direction• Collaboration – engage in the roadmap process with a highly interactive approach 19
  • 18. Client RosterPartial Client List 20
  • 19. www.TriStateSharePoint.org
  • 20. Thank you!For further information, please contact:Suzanne GeorgeSuzanne.George@perficient.comSr. ArchitectPerficient - Microsoft West RegionTwitter: spgenie 22

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