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Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson


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I had so much content I couldn't include in my keynote and so much I wanted to talk about. I put together a second deck to cover those further details around team forming, process to become a SharePoint Rockstar, and so on. The pictures helped encourage more stories and pull out customer experiences. (Best experienced with Joel)

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Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson

  1. 1. What the SharePoint Owners Manual Won’t Tell You… Avoiding Failed Deployments and Chaos Part 2 Joel Oleson [email_address]
  2. 2. Who is this guy...
  3. 3. What Is Chaos? What does a failed deployment look like?
  4. 4. <ul><li>Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them </li></ul><ul><li>Server Proliferation – IT doesn’t meet needs of my dept. </li></ul><ul><ul><li>How long does it take to create a site for a project? </li></ul></ul><ul><li>Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document? </li></ul>What Is Chaos?
  5. 5. Information Management Pains BillG on Search and Information Management at CEO Summit “ The problem, really, is twofold. The first is information overload . Faced with the endless deluge of data... how can we hope to keep up? … how can we stay focused on the tasks that are most important..? The other problem is… information underload . We’re flooded with information, but that doesn’t mean we have tools that let us use the information effectively.”
  6. 6. Today’s IT Information Challenges Employee Portal Project “X” Site Business Intelligence Dashboard Extranet Collaboration Site Custom SAP Front-End Geneva Office Site Knowledge Management Portal R&D Community Regulatory Compliance Repository Corporate Web Presence Team “ABC” Site Sales Division Portal Weekly Issue Tracking Meeting
  7. 7. The Long Tail (Web based) applications and services Popularity Head The set of popular products that caters to broad user segments. Tail The set of apps that cater to more specific user segments.
  8. 8. The Long Tail of Enterprise Content Enterprise Content and Applications User Base Collaboration Team Sites (Unstructured content) Web Portals (Structured content) Highly Structured Enterprise Repositories Departmental solutions (Structured & Unstructured) Common features across the spectrum include: - Authoring - Metadata/Taxonomy - Workflow - Search - LOB Integration Tail The set of applications and unstructured content (typically) that caters to teams. Head The set of applications and structured content (typically) that caters to large audiences.
  9. 9. SharePoint Strategy User Base Knowledge Management Portal Regulatory Compliance Repository Corporate Web Presence Sales Division Portal Custom SAP Front-End Team “ABC” Site Project “X” Site Weekly Issue Tracking Meeting Business Intelligence Dashboard R&D Community Geneva Office Site Employee Portal Extranet Collab Site Single Business Productivity Infrastructure leading to common: - Deployment Strategy - Development Strategy - End-user Experience Enterprise Content and Applications
  10. 10. Business Platform
  11. 11. Where are you going today? IT Wake up call? local Infrastructure (On premise) Hosted Infrastructure (in the cloud - Software as a Service) IT Infrastructure (On premise)
  12. 12. Deployment Governance Model     Corporate Communications Read only (Search and Browse) Corporate Business Taxonomy With Divisional Stakeholders Per User Workflow Self Service Approval w/ Life Cycle Management Permanent Division Portals Workflows, Scorecards, Dashboards, and knowledge Delegated with Policy based management And oversight No sensitive data Blogs, bios, Aggregation, Networking Central Portal
  13. 13. Map out your Information Strategy
  14. 14. <ul><li>Confront Reality </li></ul><ul><li>Create a Governance Plan </li></ul><ul><li>Get an Exec Sponsor </li></ul><ul><li>Create the Dream Team </li></ul><ul><li>Build Services not Stuff </li></ul><ul><li>Define Clear Policies and Standards </li></ul><ul><li>Invest in Scalable Information Architecture </li></ul><ul><li>Don’t forget Change/Risk Management </li></ul><ul><li>Adoption is What Counts </li></ul><ul><li>Keep it Simple Stupid. </li></ul>10 Steps To SharePoint Success
  15. 17. What are you deploying?
  16. 18. SharePoint Governance Plan <ul><li>People </li></ul><ul><ul><li>Roles and responsibilities </li></ul></ul><ul><li>Process </li></ul><ul><ul><li>How to accomplish common tasks such as creating a new site or requesting new business requirements </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Leveraging features and tools to enforce policies through technology </li></ul></ul><ul><li>Policy </li></ul><ul><ul><li>Collection of principles - What site owners, designers, developers should/shouldn’t do </li></ul></ul>
  17. 19. Clear Vision, Mission and Goals
  18. 20. Defaults have Faults
  19. 22. Exec Sponsor with Vision & Budget Get me SharePoint or You’re FIRED!
  20. 23. How long does it take to Deploy SharePoint?
  21. 24. SharePoint is Plastic. What is your Creation?
  22. 25. Telling the SharePoint Story Choose your own adventure!
  23. 26.
  24. 27. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
  25. 29. Functional Groups/Teams
  26. 30. Technical Domains of Knowledge Auth-entication Clustering & Load Bal. SharePoint .NET SQL Powershell Batch Scripting IIS SP Admin
  27. 31. Support & Troubleshooting Infrastructure Dependencies Email SMTP AD Network Including BigIP & Firewall Hardware Windows (OS) Backups Security SharePoint Admin
  28. 32. SharePoint Solution Development Skills Visual Studio Web Services XML & SOAP AJAX & Silverlight Dev Lifecycle .NET Packaged Solutions & Features C# VB.NET SharePoint Dev
  29. 33. SharePoint Solution Consulting Skills Records Mgmt Doc Mgmt BI Analysis Reporting Portals Web Content Mgmt Collab + wikis &Blogs Enterprise Search SP Admin
  30. 34. Free Spin – Who’s at Fault?
  31. 35. Operations and IT Failures
  32. 36. Developer Failures
  33. 37. Project Management Failures
  34. 38. Business Deployment Failures
  35. 39. SharePoint Deployments are you ready? Adapted from Tuckman and Jensen 1977
  36. 40. Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?
  37. 41. Must Have Training And Resources <ul><li>IW/KW Site Collection Administrator Training * – Most Important (Champs, Gurus, Pros) 1 day </li></ul><ul><li>Train key IT Pros, developers, designers – </li></ul><ul><li>(1 week typical, add incentive for certification) </li></ul><ul><li>Brown Bags and Informal Internal end-user training for business processes </li></ul><ul><li>Service Offering Site: Online Resources </li></ul><ul><ul><li>Training CBTs, Videos, FAQs </li></ul></ul><ul><ul><li>Policy References, Education site with tutorials and manuals </li></ul></ul><ul><ul><li>End User Training Kit </li></ul></ul><ul><ul><li>Gear up! </li></ul></ul>
  38. 44. Policies Support Services
  39. 46. Containment Hierarchy
  40. 47. Joel's Cheat Sheet for Hosting
  41. 48. Commodity Hosting Examples Adhoc Structured Short term Long term SharePoint Service Offering
  42. 49. Multi Deployment/Global Model Incremental Indexing over the WAN (Federated Search)
  43. 51. Ready for the Cloud? SharePoint Hosting
  44. 52. SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2
  45. 53. Portal Information Arch example <ul><li>Build initial site architecture and delegate </li></ul>Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD
  46. 55. Microsoft Operations Framework 4.0
  47. 56. Reduce Confusion through Consolidation of 'like' services
  48. 61. K.I.S.S.
  49. 62. Resources and Plugs <ul><li>Joel’s Blog – </li></ul><ul><li>SharePoint Governance Resources </li></ul><ul><ul><li> </li></ul></ul><ul><li>CodePlex Governance Tools </li></ul><ul><ul><li> </li></ul></ul><ul><li>Join a SharePoint User Group! </li></ul>
  50. 63. SharePoint Deployment Essentials & Governance Checklist
  51. 64. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs <ul><li>Quest Web Parts </li></ul><ul><li>Enable rapid development of SharePoint applications </li></ul>Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control
  52. 65. Enjoy the Party...
  53. 66. Thank you for attending! <ul><li>Post conference DVD with all slide decks </li></ul>Sponsored by