This document provides guidance for completing a pre-engagement questionnaire for SharePoint planning services. It outlines project participants, questions for all engagements, additional questions for proof of concept engagements, requirements for a proof of concept lab including server hardware specifications, and requests information on user state to facilitate backups and restores. The goal is to understand the customer's environment, business goals, and technical infrastructure to ensure a successful engagement.

1. Software Assurance Planning Services
SharePoint
Pre-Engagement
Questionnaire

2. SharePoint Planning Services Pre-Engagement Questionnaire
Software Assurance | [INSERT DOCUMENT NAME] i
Table of Contents
Overview........................................................................................................................................................................................... 1
Project Participants................................................................................................................................................................. 1
All Engagements............................................................................................................................................................................ 2
5, 10 and 15 Day Engagements ................................................................................................................................................ 4
Proof of Concept Lab Facility Requirements ........................................................................................................................ 7
Lab Server Hardware.............................................................................................................................................................. 7
Proof of Concept User State Information ....................................................................................................................... 8

3. SharePoint Planning Services Engagement Delivery Guide
Software Assurance | SharePoint Deployment Planning Services 1
Overview
This document helps to provide the consultant that will be performing one of the SharePoint Deployment Planning Service (SDPS)
sessions a better understanding of the customer’s environment. The process begins by working with the customer to review the tables
below and fill in the requested information as best possible to ensure the scope is properly identified.
This document also addresses the requirements, such as hardware, source media, and product keys to ensure that any Proof of Concept
portions of the typical five and ten day engagements are successfully completed within the rather short timeframes that SDPS
engagements provide.
Please be sure the hardware and software requirements are thoroughly understood to assure a successful engagement.
Any and all of the questions in the following sections can be used in a pre-engagement questionnaire. They have been organized here
based on recommended questions for particular engagement lengths.
Project Participants
The following table (which contains an example entry) provides contact information for the representatives of the business units that will
be involved in the engagement.
Name Team Role E-mail address Phone number
Chris Jones Office Support Manager someone@example.com 123-456-7890

4. SharePoint Planning Services Engagement Delivery Guide
Software Assurance | SharePoint Deployment Planning Services 2
All Engagements
The following questions should be asked for all engagements.
Company Characteristics Value
Customer Identification:
Customer Name
Customer Work Location
(address, special instructions, etc.)
Primary Contact(s) (name, email, phone, etc.)
Business Goals:
In general terms, what are your (the customer) expectations from
this SDPS engagement?
Is there a specific capability area you would like to focus on?
(ECM, WCM, Social, BI, Search, Apps, Upgrade)
Is the focus of this engagement related to a particular project or
initiative within your organization? If so, please give details, key
stakeholders and any other departments or initiatives this project
touches or influences.
What is the Business Unit we are focusing on?
(e.g. Retail Division of ___ Inc., Department of Revenue for the State
of ___, etc.)
What are the 3-5 Strategic Goals of this Unit?
What are the major issues/problems blocking the attainment of
these goals?
Are the stakeholders for this project identified and onboard?
User Community Readiness
Indicate percent of users covered by readiness type:
In Person Instruction (%):
eLearning/Virtual (%):
Self-Paced/Self Study (%):
On the Job (%):
Other (define) (%):
Testing and Mitigation Procedures
Do you currently have a User Acceptanceprocess (Yes/No):
Do you have a quality assurance (QA) Department or process
(Yes/No):
Do you have a Testing Lab setup (Yes / No):

5. SharePoint Planning Services Engagement Delivery Guide
Software Assurance | SharePoint Deployment Planning Services 3
Client Technology Infrastructure Value
Desktop Software
What version of the Office System do you have in place?
(i.e. 2003, 2007, 2010, 2013)
What version of Windows do you have in place?
(i.e. Windows 8, Windows 7, Vista, XP, 2000)
Which Web browsers and versions are supported in your environment?
(i.e. Internet Explorer 7, Internet Explorer 8, Internet Explorer 9, Internet
Explorer 10, Safari, Firefox, etc.)
Describe your user type distribution
Percentage MOBILE users (% & types)
Percentage OFFICE users (%)
Percentage HOME users (%)
Percentage OTHER users (describe) (%)
Percentage of workstations that are:
Percentage Desktops (%)
Percentage Laptop (%)
Percentage Virtual desktop infrastructure (VDI) (%)
Percentage Terminal Services (%)
Percentage SmartPhones (% & types)
Percentage Tablets/Slates (% & types)
Application Demographics:
Number of Known Application Companywide(#):
Number of supported Critical application (#):

6. SharePoint Planning Services Engagement Delivery Guide
Software Assurance | SharePoint Deployment Planning Services 4
Proof of Concept Engagements
The following questions may be reserved for Proof of Concept engagements, depending on your knowledge of the client.
Technology Infrastructure Value
Server Platforms
What server architecture is currently supported in your
organization? (i.e., 32-bit, 64-bit, other)
What server operating systems are used in your
organization?
(i.e. Windows 2000 Server, Windows Server 2005, Windows
Server 2008, Windows Server 2012. Includeservice pack
levels)
What databases are used in your organization?
(i.e. Microsoft SQL Server 2000, 2005, 2008, 2012, other
database engine. Include service pack levels)
Network Infrastructure
Which of the following network architectures most close
reflects your environment?
Number of geographic sites:
Number of geographic sites with more than {xx} users:
(e.g. xx should be specified according to what constitutes a
“large” site for this organization)
Link speeds / utilization between central and remote sites
(if applicable):
(this will require additional organization specific site
breakdown details)
Directory and Security
Which directory services are used in your organization?
(i.e. Active Directory, Novell, LDAP, etc.)
Do you have any specific security requirements in your
organization?
(i.e. NTLM, Claims, Kerberos, Forms-based Authentication)

7. SharePoint Planning Services Engagement Delivery Guide
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Other Technical Information Value
Workloads
Are you currently using product(s) that provide enterprise
content management capabilities? If so, please list.
Are you currently using product(s) that provide web
content management capabilities? If so, please list.
Are you currently using product(s) that provide enterprise
social media, community or social networking capabilities?
If so, please list.
Are you currently using product(s) that provide business
intelligence capabilities? If so, please list.
Are you currently using product(s) that provide e-discovery
capabilities? If so, please list.
Are you currently using product(s) that provide mobile
computing capabilities? If so, please list.
Are you currently using product(s) that provide enterprise
search capabilities? If so, please list.
Web Environment
Are you currently using SharePoint in your Organization? If
so, in what capacity is it being used?
(Team sites, collaboration, forms; “we have it deployed but
are only using it for…” etc.)
Which of the following do you have:
(Indicate Yes/No for each)
 Internet sites
 Intranet sites
 Extranet sites
Which Web server solutions do you use to server each of
these (i.e. SharePoint, IIS, Apache, others)
Internet:
Intranet:
Extranet:
Do you use database backend functionality on your Web
sites? If yes, which DBMSs are used for each? (i.e. SQL
Server 2008, SQL Server 2012, Oracle, MySQL, etc.)
Internet:
Intranet:
Extranet:
Do you includesearch capabilities on your sites? If yes,
which search engine(s) do you use for each?
Internet:
Intranet:
Extranet:
If you have an Internet site, does this includeany elements
of eCommerce?
Describe eCommercecomponents.
Other Technology
Other technologies or platforms requiring consideration:
Business Environment

8. SharePoint Planning Services Engagement Delivery Guide
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Other Technical Information Value
Which languages are in business use in your organization?
What products and Client Access Licenses (CALs) are
covered in your license agreement with Microsoft?
Does your organization have any Regulatory Requirements
with which the engagement should adhere?
(HIPA, Sarbanes Oxley, FISMA, etc.)
Does your organization have any Operational Standards
with which the engagement should adhere?
(OSI compliance, ISO Compliance, ITIL Operations Model,
etc.)
Engagement with POC
Have you identified server and client platforms to be
accommodated during the POC phase of this engagement?
(Please include the specification for the system to support
the SharePoint 2013 virtual machines)
Name the features that you are keen to explore in a POC
environment:
Search
Social Media
Micro-blogging
Communities
Sites
E-Discovery
Mobile
Content Management
Business Intelligence
Composites and LOB integration with BCS
Not sure

9. SharePoint Planning Services Engagement Delivery Guide
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Proof of Concept Lab Facility Requirements
A SharePoint Deployment Planning Services can include labs to provide a showcase environment in which will you to experience the
technology in action. The following details the information and software and hardware that will be required for the lab environment. If
the resources are not available the labs will be presented as a demonstration session.
To ensure that the lab environment is successful, the following facility elements will need to be in place and ready to use prior to the
SharePoint Deployment Planning Services project start date:
 The designated lab environment requires enough physical space for four people to work comfortably and should include
desk space and seating for this number of people.
 The designated lab environment requires 20 power output sockets and power load support for five servers (and monitors, if
no KVM), and other computer devices including laptops and/or workstations.
 The designated lab environment requires bench test space for two client machines (a combination of laptop and desktop
client machines) in a location where one server will be positioned.
 The designated lab environment requires an area of whiteboard space.
In addition to these hard requirements, it would be beneficial if the following could also be provided in the designated lab environment:
 Audio/visual presentation equipment
 Flipchart and pens
 Telephone facilities with fixed internal extension number(s)
Lab Server Hardware
As part of the lab setup, sufficient hardware is required to host virtual servers to perform the roles of the SharePoint 2013 WFE,
Application, Search, Office Web Application and database services – as may be required for the desired POC.
Please specify the type of hardware to be provided, including configuration information, in order to judge suitability for the SDPS POC.
Server hardware make / model Processors RAM HDD
WFE Server
App Server
Search Server
Office Web App Server
SQL Server

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Proof of Concept User State Information
To facilitate the backup / restoration of user state (application settings, local data) a suitable example of user state must be provided.
This can be provided as part of the legacy organization SOE image. To ensure all appropriate settings are backed up it will be necessary
to nominate exactly which applications require user state backed up and which settings they are. It will also be necessary to provide
details of files / folders requiring backup.
A way of capturing this information ready for analysis is to export the registry from an example workstation that has the des ired settings
already configured. The copy of the registry should be provided for analysis by the delivery consultant.
Please provide details of these settings, if available, or completethis table as part of the SDPS process.
Application or Data Name
(e.g. Microsoft Word workgroup templates)
(e.g. c:MyData)
(e.g. All *.MYS documents)
Workstation 1 Workstation 2 Workstation 3