SharePoint Pre-Engagement QuestionnairePrepared for:Customer NameNameTitle{Date}Version

Prepared by:Partner NameNameTitleMicrosoft Deployment Planning Services Partner

Microsoft Software Assurance SharePoint Deployment Planning Services

SharePoint Pre-Engagement Questionnaire

ContentOverview.............................................................................................................................................. 2General Engagement Information.........................................................................................................3Client Information.................................................................................................................................4Server and Network Information...........................................................................................................5SharePoint Information.........................................................................................................................6Proof of Concept Lab Facility Requirements.........................................................................................8

Lab Server Hardware........................................................................................................................8Proof of Concept User State Information..........................................................................................9

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SharePoint Pre-Engagement Questionnaire

OverviewThis 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. 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 ParticipantsThe 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 numberChris Jones Office Support Manager someone@example.co

m123-456-7890

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SharePoint Pre-Engagement Questionnaire

General Engagement InformationThe following questions should be asked for all engagements.Company Characteristics ValueCustomer IdentificationCustomer NameCustomer Work Location(Address, special instructions, etc.)Primary Contact(s) (name, email, phone, etc.)Business GoalsIn 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 ReadinessIndicate percent of users covered by readiness type:In Person Instruction (%):ELearning/Virtual (%):Self-Paced/Self Study (%):On the Job (%):Other (define) (%):Testing and Mitigation ProceduresDo you currently have a User Acceptance Process (Yes/No):Do you have a Quality Assurance (QA) Department or Process (Yes/No):Do you have a Testing Lab setup (Yes/No):

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SharePoint Pre-Engagement Questionnaire

Client InformationClient Technology Infrastructure ValueDesktop SoftwareWhat version of the Office System do you have in place? (i.e., 2003, 2007, 2010, 2013, 2016)What version of Windows do you have in place? (i.e., Windows 10, 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 DistributionPercentage MOBILE Users (% & types)Percentage OFFICE Users (%)Percentage HOME Users (%)Percentage OTHER Users (describe) (%)Percentage of Workstations that arePercentage Desktops (%)Percentage Laptop (%)Percentage Virtual Desktop Infrastructure (VDI) (%)Percentage Terminal Services (%)Percentage Smart Phones (% & types)Percentage Tablets/Slates (% & types)Application DemographicsNumber of Known Applications Companywide (#):Number of Supported Critical Applications (#):

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SharePoint Pre-Engagement Questionnaire

Server and Network InformationTechnology Infrastructure ValueServer PlatformsWhat 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. Include service 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 InfrastructureWhich of the following network architectures most closely 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)

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SharePoint Pre-Engagement Questionnaire

SharePoint InformationOther Technical Information ValueWorkloadsAre 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 EnvironmentAre 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 include search 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 include any elements of E-Commerce?Describe E-Commerce components.Other TechnologyOther technologies or platforms requiring consideration:Business EnvironmentWhich languages are in business use in your organization?What products and Client Access Licenses (CALs) are covered in your license agreement with Microsoft?

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SharePoint Pre-Engagement Questionnaire

Other Technical Information ValueDoes 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 POCHave 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

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SharePoint Pre-Engagement Questionnaire

Proof of Concept Lab Facility RequirementsA SharePoint Deployment Planning engagement 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 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 HDDWFE ServerApp ServerSearch ServerOffice Web App ServerSQL Server

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SharePoint Pre-Engagement Questionnaire

Proof of Concept User State InformationTo 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(e.g. Microsoft Word workgroup templates)(e.g. c:\MyData)(e.g. All *.MYS documents)

Workstation 1 Workstation 2 Workstation 3

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