SDPS-SharePoint-2010-Pre-Engagement-Questionnaire

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					SDPS Pre Engagement Questionnaire
   SharePoint Deployment Planning Service


                                           Prepared for

                                SDPS Delivery Partners

                            Tuesday, 20 December 2011

                                           Version 1.0




                                           Prepared by

                       SDPS Partner Organization Name

                   authoralias@partnerorganization.com




                                           Contributors

                                 SDPS Delivery Partner
  Prepared for SDPS Delivery Partners



       Revision and Signoff Sheet
       Information in this document is subject to change without notice.



       Status
        Document Status Information

         Document Version
         Version Date
         Created by
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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




  Introduction ........................................................................................................................................... 3

  1        All Engagements ............................................................................................................................ 4

  2        5, 10 and 15 day Engagements ..................................................................................................... 5

  3        Prerequisites .................................................................................................................................. 9
       3.1         Proof of Concept Lab Server Hardware ................................................................................... 9
       3.2         User State Information ............................................................................................................ 10




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




  INTRODUCTION
       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. As well as providing insight into the customer’s current environment, the latter part of
       this document provides equally important time saving information.

       This document 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.




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




  1                ALL ENGAGEMENTS
                   The following questions should be asked for all engagements.



            Characteristic                                                                  Value


            Customer Details
            Customer name


            Overall 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? (Sites, Content, Search, Insights (BI), Communities,
            Composites (BCS))

            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?




            Customer Technology Infrastructure

            Client

            What version of the Office System do you have in place?
            (i.e. 2003, 2007, 2010)

            What version of Windows do you have in place? (i.e.
            Windows 7, Vista, XP, 2000)

            Which Web browsers and versions are supported in your
            environment? (i.e. Internet Explorer 7, Internet Explorer 8,
            Safari, Firefox, etc.)


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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




       2                5, 10 AND 15 DAY ENGAGEMENTS
                        The following questions may be reserved for 5, 10, and 15 day engagements,
                        depending on your knowledge of the client.



            Characteristic                                                                  Value


            Customer Technology Infrastructure

            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 200 Server, Windows Server
            2005, Windows Server 2008. Include service pack levels)

            What databases are used in your organization? (i.e.
            Microsoft SQL Server 2000, 2005, 2008, other database
            engine. Include service pack levels)




            Network

            Which of the following network architectures most close
            reflects your environment? (delete as non-applicable)




            Number of geographic sites:

            Number of geographic sites with more than {xx} users:
            (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




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




            Characteristic                                                                  Value

            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. Kerberos, Forms-based
            Authentication)




            Function Related

            Are you currently using product(s) that provide portal
            capabilities? If so, please list

            Are you currently using product(s) that provide
            collaboration capabilities? If so, please list.

            Are you currently using product(s) that provide
            document 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 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:

                          Internet sites
                          Intranet sites
                          Extranet sites

            Which Web server solutions do you use to server each of                         Internet:
            these (i.e. SharePoint, IIS, Apache, others)

                                                                                            Intranet:



                                                                                            Extranet:




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




            Characteristic                                                                  Value

            Do you use database backend functionality on your Web                           Internet:
            sites? If yes, which DBMSs are used for each? (i.e. SQL
            Server 2008, Oracle, MySQL, etc.)
                                                                                            Intranet:



                                                                                            Extranet:

            Do you include search capabilities on your sites? If yes,
            which search engine(s) do you use?

            If you have an Internet site, does this include any
            elements of eCommerce? Describe eCommerce
            components?




            Other

            Other technologies or platforms requiring consideration:




            Business Environment
            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, HIPA, etc.)

            Does your organization have any Operational Standards
            with which the engagement should adhere? (OSI
            compliance, ISO Compliance, ITIL Operations Model, etc.)




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




            Characteristic                                                                  Value


            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 2010 virtual machine)

            Name the features that you are keen to explore in a POC
            environment:

        Search

        Communities

        Sites

        Content

        Insights

        Composites and LOB integration with BCS

        Not sure




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners




  3                PREREQUISITES

  3.1              Proof of Concept Lab Server Hardware
       As part of the lab setup, sufficient hardware is required to host virtual server(s) to perform the roles
       of the SharePoint 2010 WFE, Application, and database services. The Hyper-V image for SharePoint
       2010 can be downloaded from here

       Please specify the type of hardware to be provided, including configuration information, in order to
       judge suitability for the SDPS POC.

                                                                      Server 1              Server 2   Server 3

       Server hardware make / model

       Processor

       RAM

       HDD




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10
  Prepared for SDPS Delivery Partners



  3.2              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 desired 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 complete this table as part of the SDPS
       process.

       Application or Data Name                                       Workstation 1         Workstation 2   Workstation 3
       (e.g. Microsoft Word workgroup templates)
       (e.g. c:\MyData)
       (e.g. All *.MYS documents)




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  Pre-Engagement Questionnaire, SharePoint Deployment Planning Service, Version 1.0 Final
Prepared by SDPS Partner Organization Name "last modified on 20 Dec. 11, Rev 10

				
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