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SP2010 Overview and Upgrade Planning, Web Content Mavens

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Given on July 21, 2010, this presentation presents an overview of SharePoint 2010 and then goes into some tips and guidelines for planning a migration/upgrade/move to SharePoint 2010.

This presentation was co-written and presented by Wyn Van Devanter (@wynv) at the Washington, DC, Web Content Mavens (http://www.meetup.com/webcontentmavens/).

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SP2010 Overview and Upgrade Planning, Web Content Mavens

  1. 1. SharePoint 2010What Web Managers Need to Know Before Making the Move<br />Presented by<br />Wyn Van Devanter & Laurence Hart<br />July 21, 2010<br />
  2. 2. Overview<br />Who We Are<br />MOSS 2007 v SP2010<br />SP2010 Features<br />The Upgrade Question<br />Planning an Upgrade<br />Q&A<br />2<br />
  3. 3. Software developer <br />Web application development for almost 10 years<br />Much CMS work<br />Current a SharePoint Developer at Synteractive, a software/strategy consulting company in DC<br />Working in Content Management since the 90s<br />Director, Technology Solutions, Washington Consulting, Inc.<br />Author of “Word of Pie”<br />Chair CM Pros Standards Committee<br />General Purpose Devil’s Advocate<br />Wyn Van Devanter <br />Laurence Hart<br />Who We Are<br />3<br />
  4. 4. Looking at SharePoint 2010<br />4<br />
  5. 5. 2007 Microsoft Office System Logical Architecture<br />5<br />
  6. 6. Portal - Cross-enterprise site aggregation<br />Collaboration<br />Web & Enterprise Content Management<br />Enterprise Search<br />Business Intelligence<br />Forms Driven Business Process<br />Sites - build<br />Communities<br />Collaboration (SP2007)<br />Content – Enterprise Content Management<br />‘ECM for the masses’<br />‘feels like MS Office’<br />Search<br />Insights<br />‘BI for Everyone’<br />Publish Excel spreadsheet to make dashboard <br />Composites<br />No-code custom solutions<br />‘Work with your data as if it were in SharePoint’<br />MOSS 2007<br />SharePoint 2010<br />Categories of SharePoint<br />6<br />
  7. 7. Sites<br />New user interface<br />Ribbon<br />Modal dialogs<br />Offline synchronization <br />Better Mobile<br />Silverlight web part to embed Silverlight apps comes OOTB<br />7<br />
  8. 8. Content<br />Enterprise content management <br />Documents <br />Records <br />Digital assets <br />Web content <br />Managed metadata<br />Document management <br />browse by metadata instead of hierarchy <br />8<br />
  9. 9. Communities<br />Check in/out, versioning, content approval<br />More than one person can edit a Word document or slides in a SharePoint library at the same time<br />Better tagging<br />Social computing <br />better knowledge management, expertise database, feeds of colleagues<br />9<br />
  10. 10. Search<br />FAST Search integration<br />Facet-like functionality<br />browse by metadata instead of hierarchy <br />10<br />
  11. 11. Insights<br />Business intelligence<br />Business Connectivity Services (BCS)<br />Map your external data into SharePoint with XML<br />Easier to write back to external data sources<br />I.E., people, documents, list data and data from their existing LOB system ─ all within the same set of results<br />Easier tooling for getting external data<br />Read/write solution in SharePoint Designer<br />Free<br />PerformancePoint<br />Access Services<br />Excel Services<br />Visio Services<br />11<br />
  12. 12. Composites<br />SharePoint customization using InfoPath and SharePoint Designer<br />custom list views and forms<br />Site management and customization<br />Workflow<br />Can reuse SharePoint Designer Workflows more readily<br />Create from Visio <br />12<br />
  13. 13. Technical Enhancements<br />Higher limits! List, site collection, etc. <br />Central Administration (Redesigned)<br />Digital Asset Management<br />Health Monitoring<br />Records Management<br />Sandboxed Solutions<br />Upgrade<br />Windows PowerShell<br />13<br />
  14. 14. Developer Enhancements<br />Development from Windows 7<br />Easier packaging and deployment<br />Better point-and-click creation<br />Object model enhancements<br />14<br />
  15. 15. Considering the Move<br />15<br />
  16. 16. Should you Move?<br />The service pack dilemma<br />Feature assessment<br />Intranet v Internet<br />Products v Custom<br />Environment<br />Service Pack 2<br />64-bit<br />Licenses<br />16<br />
  17. 17. Basic Steps<br />Plan<br />Test<br />Validate<br />Don’t Panic<br />Plan<br />Execute<br />Validate<br />17<br />
  18. 18. Approaches<br />In-Place<br />All or nothing (don’t forget your backups)<br />Simplest, fastest<br />Recommended only for smaller, internal sites<br />Database Attach<br />Migration v Upgrade<br />Can do partial migrations<br />Visual Upgrade<br />Purely look-and-feel<br />Allows for training to catch-up<br />18<br />
  19. 19. Early Tips<br />Separate 32-bit to 64-bit from MOSS to SP2010<br />Upgrade testing: Rinse-and-Repeat<br />Farm in Production, farm in Test<br />Check 3rd Party Tools<br />Recreate views as needed<br />List limits<br />FAST is powerful but…<br />Consider separating Search<br />Custom search pages need revamp to leverage<br />19<br />
  20. 20. The Web Content Question<br />People do it with 2007 and 2010 is better<br />XHTML compliant (Firefox and Safari)<br />External Blob Storage (Rich Media)<br />Easier page creation<br />Streaming media<br />Dynamic content<br />Social media<br />Silverlight<br />Your mileage will vary<br />Others are innovating<br />Make the analysis just as with any other project<br />20<br />
  21. 21. SharePoint 2010 Upgrade Resources <br />Microsoft Upgrade Resource Center: <br />http://msdn.microsoft.com/en-us/sharepoint/ee514557.aspx<br />TechNet Upgrade and Migration for SharePoint Foundation 2010: <br />http://technet.microsoft.com/sharepoint/ee517215.aspx<br />TechNet Upgrade and Migration for SharePoint Server 2010:<br />http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx<br />Websites hosted on SharePoint:<br />http://www.wssdemo.com/Pages/websites.aspx<br />21<br />
  22. 22. Questions and answers<br />Wyn Van Devanter<br />wvandevanter@synteractive.com<br />wyn@wyntuition.com<br />Laurence Hart<br />lhart@washingtonconsulting.com<br />pie@wordofpie.com<br />22<br />

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