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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  • Wyn wrote/presented the first sectionLaurence wrote/presented the second section
  • Always tricky to move before the first Service Pack is released. Now is still a good time to start planning and testing in anticipation of that first Service Pack. If everything works, or you are having issues with MOSS 2007, move ahead.There is a greater benefit to Intranets to moving now versus later (social media).Get your environment in order before moving. Assess how close you are now.
  • No typos. Planning and validation cannot be overstated as important steps in the process.Don’t Panic. Something almost always goes wrong. Experience has shown that when a problem is not found that you are just not looking hard enough. When something goes wrong, don’t panic, fix the problem and proceed.
  • Visual Upgrade is very useful to perform if you are migrating in chunks. Once everything has been migrated, perform the Visual Upgrade to complete the process and switch everyone over at the same time. This also is useful for keeping training in synch with usage.
  • Test the upgrade/migration process until it runs smoothly. If you hit a glitch, do it again. You won’t know what issues are waiting for you on the other side of a recently resolved issue until you do it again.Some custom created data views may need to be recreated in SP2010 in order for those views to take advantage of all of the new interface enhancements. They will work, but they may look and feel like MOSS 2007 views. If there are too many, do not worry. Users have used the old process for a while, so a few more days likely won’t kill them.If you found a way to bypass old list limits, be warned. The upgrade process does check limits. The odds are that if you are exceeding the limits, you need to re-visit your Information Architecture anyway.
  • If you do it now, it will be better in SP 2010. It works in more browsers by default. It is said to work in Chrome, but it isn’t “supported”.The External Blob Storage is a critical feature as it takes content out of the database and loads it onto a server (or other custom location). This addressed many of the scalability issues targeted at SharePoint.Consider that many of the tools/enhancements require Silverlight. Like Java and Flash, that is another plugin to manage on the browser.Be sure you price it carefully. You have to have SQL Server 2008 licenses and all the requisite Windows Server licenses. An Internet license is not inexpensive as you are exposing it to the world. As with any project, perform a complete cost-benefit analysis. SP works well as an Intranet, but as a public-facing site, the benefits over the market are fewer.Keep in mind that the current feature set is pretty much what you will have for the next three years. All large companies have a long release cycle, so keep that in mind. Smaller, website-focused, vendors typically have faster turn-arounds, so they will enable you to keep the latest features.
  • 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 />