10 Steps to Successful SharePoint Deployments
Joel Oleson www.sharepointjoel.com joel.oleson@quest.com @joeloleson
Who is SharePoint Joel?
8+ Year SharePoint Veteran
5 Years in MS IT 2 Years in SharePoint Product Team 1 Year Independent
SharePoint Evangelist Consultant and Trainer Got a driving ticket in London
Watch Out for Killer Bunnies
10 Steps To SharePoint Success
1) 2) 3) 4) 5) 6)
7)
8) 9) 10)
Overcome Denial to Confront Reality Create a Plan Exec Sponsor with Clear Vision Create the 4 Quadrant Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.
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IT Control User Empowerment
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SharePoint Governance Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
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Source: The Burton Group
Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.
Gartner
Clear Vision, Mission and Goals
TCO Standards and Consistency Provide Service and Solution
Provide Business Process Optim
Comon Doc & Collaboration Platform
Intranet Brand
Reduce Search time and promote reuse
Kill Notes Licensing
Provide Project Management Workspaces
Help Desk KB Efficiency
Internet WCM
Reduce Litigation Risk
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Get me SharePoint or You’re FIRED!
Exec Sponsor with Vision & Budget
What is Deployment?
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SharePoint is Plastic. What is your Creation?
Telling the SharePoint Story Choose your own adventure!
Two Types of Service Models
Out of the box (Standard)
Custom (Dedicated)
Commodity Hosting
Application Hosting
Policies Support Services
IT Hosted Services
Site Collection Hosting
• • • • •
Web App Hosting
$ Charge Back Multi Tenant Web App/App Pool No GAC access Custom Site Templates Limited LOB Integration
• • Low cost to Free (low barrier) • Self Service (w/ meta • data capture or workflow) • Fixed Quotas • SharePoint Designer (optional) Out of box templates + Application Templates
Premium App Hosting
• $$$ Charge back • Dedicated • Virtual or Physical Separation • Custom LOB Integration • Business Focused Dev • Dev/Test environments
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Sample SharePoint Team
SharePoint Site Collection Administrator(s)
Business Intelligence Collaboration
SharePoint Infra Admins
SharePoint Designer or Business Analyst
Business Forms
Platform Services
Portal
Content Management
Search
Content Administrator
SharePoint Developer(s)
Functional Groups/Teams
(Business) SP Content Authors
• Authoring, Marketing, HR
SharePoint Dev Team
• Developers, Q/A, (Portal admin – WebMaster) • Design, Workflow & Site Administration
SharePoint Ops
• Ops, Eng, Architect • Web App, SSP & Farm Admins
Infra Team Network/HW/ OS
• Network Admins AD, Exchange, Security
September 2007 “Data Governance: What Works And What Doesn’t”
Data Governance Roles And Responsibilities
SharePoint Deployments are you ready?
Who is at the table? Get use to the platform OOB, what does it do, how does it work.. Vision, Mission, Project Plans, etc... Work it out... OLAs, SLAs and various kinks watch your requirements for follies take on challenges your deployment and team. Be Proactive... As people get use to the processes, procedures, and agreements now is the time to shine be *proactive* and ensure monitoring and effective reporting.
Adapted from Tuckman and Jensen 1977
Performing
We’re doing it! Now that teams and your deployment is reaching it’s potential now you are ready to take on big challenges.
Forming
Storming
Norming
Joel’s Deployment Model
Are you trying to be a Rockstar with the experience of a newbie?
Rockstar
Teen Tween
• Portal, Search, My sites, Profiles • WCM in place with approval • Excel Services, KPIs • Custom Web Parts • Third Party Business Solutions • Variations • Multi Stage Custom Development • Custom Solutions • BDC, Integration • Business Applications
Newbie
• WSS, Collab, Blogs, Wikis, Doc Mgmt
Who’s at Fault?
Business & Stakeholders
PM Business Analyst
IT Admins
Dev Consultants
Defaults have Faults
Server
List and Site Collection Database
• • • • Basic Install (BAD!) All On C Drive No Backup Restore Complexity
• All One site collection • Not Configured: Quota, Expiration, Auditing, Versions, Workflows, Meta Data capture • All items view default (flat)
• One database • Db config (log and db location) • No maintenance plan
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Standardization Flexibility
Defining Policies
Consider charge back for App Hosting Use Site Collection quotas How do I handle a free SharePoint Designer? What should I do with Codeplex? Support for Third party solutions? Require Solution Deployments!!! (.wsp)
Adhoc
Structured
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Containment Hierarchy
Internet, Extranet, Intranet
* Farm
Web Front End, APP, SQL
Central Admin, SSP Admin, Content Content, Config, SSP, Search
Servers
* Web Applications Databases
* Site Collections
Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting
* Sites
Wikis, Blogs, Team, Doc, Meeting Workspaces Doc Lib, Pages, Events, Discussions, Surveys, etc…
Lists
Items
Files, calendar items, contacts, customers, images, custom
Joel's Cheat Sheet for Hosting
Dedicated Farm(s)
• Ideal for applications such as Project Server, Performance Point, BDC applications, CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint • Great for staged deployments i.e. dev, test, authoring to production
Web App
• Ideal for point solutions, Records Management, for Legal Holds, department solutions, and groups of site collections • Memory isolation and separate SSP such as Search Solutions
Site Collection
• Support 100s-100K+ sites • Ideal for Collaborative environments including intranets, Projects, extranets • Document Management where scale is into +TBs
Sites
• Information and aggregation Portals such as Intranets • WCM Internet sites with page libraries
Hosting Examples
SharePoint Service Offering
Mysites /personal Site Collections 1GB Self Service no approval req. • Archive after AD object disabled • • • • • • • • Teams & Groups /sites Site Collections 5GB Self Service with approval workflow • No confidential IP • Life Cycle Ping at 1 year Portals & Dept
• http://site • Webapp • Database Dedicated • 100GB • Help Desk provisioned • Aggregation / LOB Apps / Doc Mgmt Structured Long term
Adhoc Short term
Ready for the Cloud?
SharePoint Hosting
Office Online • • • • • Small Business Adhoc Quick Cheap Quick Projects Partner to Partner short life • Shared URL • Per SC Cost • • • • •
SharePoint Online Standard Own Domain Shared Servers Fixed Db Quota Medium Cost Per User Cost • • • •
SharePoint Online Dedicated Enterprise Dedicated farms Dedicated AD Hosted Exchange Optional
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The Right Tool for the Right Solution
Portability
Limited Portability
Visual Studio SharePoint Designer
IE/ Web UI
Dev Assets
Customizations
TIP: Bundle your Dev Assets
CSS Event Handler Page
Web Part DLL
WSP
Image
SharePoint Dev Life Cycle
Dev
• Code • Introduction • Coexistence
Test
• • • •
UAT Authoring POC Validate
Prod
• Users • Workflows • BPM
Dev Assets
Visual Studio
Customizations
SharePoint Designer + UI Customizations
.WSP
SharePoint Dev Life Cycle
Development Assets -> .WSPs
Dev
• Code • Introduction • Coexistence
Test
• • • •
UAT Authoring POC Validate
Prod
• Users • Workflows • BPM
Content Databases
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K.I.S.S.
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Keep It Simple Stupid.
Don’t
start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up… Start with Collab, Search and Profiles, it’s an easy win. Watch for Scope Creep it is very easy in SharePoint. Careful with development requirements that lead to custom site def
NOT Key takeaways today...
corners – “My Devs are My Admins” The SharePoint project is no longer SharePoint (it’s so custom and no longer supportable) “Production is test and dev, and where I introduce my service packs” SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)
Cutting
Resources and Plugs
Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources
http://technet.microsoft.com/ennz/office/sharepointserver/default(en-us).aspx
CodePlex Governance Tools
http://www.codeplex.com/governance
Join a SharePoint User Group!
SharePoint Deployment Essentials & Governance Checklist
Enjoy London and the Best Practices...
Announcing…
SharePointForAll.com
Community, betas, announcements, demos, requests, feedback
Questions?
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Quest Solutions for SharePoint
Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Site Administrator for SharePoint Discover, understand and manage your SharePoint environment
Quest Web Parts Enable rapid development of SharePoint applications
Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs
Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration
Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration
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Quest Complete Solutions
Active Directory
Migrate Ensure Availability Audit & Report Raise Efficiency Extend to UNIX/Linux
Identity and Access Management
Authenticate Authorize Administer Comply
Compliance
Assess Audit/Alert Remediate
Unified Communications
(Exchange, OCS) Migration Audit & Report Diagnostics Granular Recovery Archiving Discovery
SharePoint
Administration Recovery Migration Application Development
Desktop Management
Configure Manage Secure
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Notes Compete
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