10 Steps to Successful SharePoint Deployment

Joel OlesonSr. Architect@joelolesonQuest SoftwareSession Code: OFC301

8+ Year SharePoint Veteran7 Years MS SharePoint

Team & MS ITQuest Sr. SharePoint ArchitectLoves to Travel

45 Countries including 5 in Africa

Ask me about the Big 5

Eaten Impala & Kudu

Who is SharePoint Joel?http://www.sharepointjoel.com

1) Wake up and Confront Reality2) Create a Plan3) Exec Sponsor with Clear Vision4) Create a Diverse Skilled Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Design for Portability and Scale8) Don’t forget Change Management9) Adoption is What Counts10) Keep it Simple Stupid.

10 Steps To SharePoint Success

Wake up & Confront Reality

Wake up & Confront Reality

IT ControlUser

Empowerment

Over the next 2 years less than 35% of sites with Windows SharePoint

Services will put effective governance techniques in place.

Gartner

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization

SharePoint Governance 10

Source: The Burton Group

Clear Vision, Mission and Goals

TCO

Comon Doc & Collaboration

Platform

Reduce Search time and

promote reuse

Help Desk KB Efficiency

Standards and Consistency

Intranet Brand

Kill Notes Licensing

Internet WCM

Provide Service and Solution

Provide Business

Process Optim

Provide Project Management Workspaces

Reduce Litigation Risk

Get a Passionate Executive Sponsor

Exec Sponsor with Vision & Budget

What was that?!!!Get me SharePoint!

What is Deployment?

Build a Service forget about Wizards

SharePoint is Plastic. Don’t create Robot Barbie!

Cleverworkarounds.comCleverworkarounds.com

Two Types of Service Models

Com

mod

ityH

ostin g

Application

Hosting

Out of the box (Standard)

Custom (D

edicated)

Create the Dream Team

AvoidPlasticCowboys!

Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”

Joel’s Deployment Model

Newbie• WSS, Collab,

Blogs, Wikis, Doc Mgmt

Tween• Portal, Search,

My sites, Profiles

• WCM in place with approval

Teen• Excel Services,

KPIs• Custom Web

Parts• Third Party

Business Solutions

• Variations

Rockstar• Multi Stage

Custom Development

• Custom Solutions

• BDC, Integration

• Business Applications

Are you trying to be a Rockstar with the experience of a newbie?

Define Clear Policies and Standards

http://www.cleverworkarounds.com/wp-content/uploads/2008/04/image.png

How Many Flavors can you support??

My sites

• Site Collections• 1GB• Auto-Self Service

Teams & Groups

• Site Collections• 15GB max• Provision w/

Workflow

Dept Portal

• Webapp (limited)• Database

Dedicated• 100GB• Ops Provisioned

Adhoc Structured

Short term Long term

SharePoint ServiceOff ering

StandardizationFlexibility

Designing Service for Portability & Scale

http://sharepoint.microsoft.com/2010/Sneak_Peek/

2010 IT Sneak Peak Video 6:00 – 7:33

Containment Hierarchy

ItemsFiles, calendar items, contacts, customers, images, custom

Lists

Doc Lib, Pages, Events, Discussions, Surveys, etc…

* Sites (Webs)

Wikis, Blogs, Team, Doc, Meeting Workspaces

* Site CollectionsInternet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting

Databases

Content, Config, SSP, Search

* Web Applications

Central Admin, SSP Admin, Content

Servers

Web Front End, APP, SQL

* Farm

Internet, Extranet, Intranet

Joel's Cheat Sheet for Hosting

Dedicated

Farm(s

)

•Ideal for applications such as Project Server, Perform

ance Point, BDC applications, CRM

, Sales SAP/Siebel and Finance Solutions built on SharePoint

•G

reat for staged deployments i.e. dev, test, authoring to productionW

eb App

•Ideal for point and departm

ental solutions, for Legal Holds,records, and groups of site

collections)•

Mem

ory isolation and separate SSP such as Search Solutions, Simple BDC w

ith dedicated SSP

Site Collection

•Support 100s-100K+ sites

•Ideal for Collaborative environm

ents including intranets, Projects, extranets•

Docum

ent Managem

ent where scale is into +TBs

Sites

•Inform

ation and aggregation Portals such as Intranets•

WCM

Internet sites with page libraries

AppHosting

CommodityHosting

Don’t Forget Change Management

SharePoint Dev Life Cycle

• Code• Introduction• Coexistence

Dev

• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Dev AssetsVisual Studio

.WSP

CustomizationsSharePoint Designer +

UI Customizations

SharePoint Dev Life Cycle

• Code• Introduction• Coexistence

Dev

• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Development Assets -> .WSPs

Content Databases

Adoption Matters MOST!

Understanding

Design

Implementation

Adoption

KISS - Keep it Simple Stupid!

Remember K.I.S.S.

The Key to SharePoint Success is…. Baby Steps

Don’t start with LOB Integration and BDC and Excel Services requirements on your first go…Baby Steps - 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 definition

Keep It Simple Stupid.

Prepare for 2010

Plan for & Require Config.XML for Custom Site DefinitionsItem Limit your views to less than 5000 (100 preferred)Run PreUpgradeCheck --- OftenSplit/Limit your databases to 100GBWatch Sneak Peak Videos

Thank You!

Resources and PlugsJoel’s Blog – http://www.sharepointjoel.com

SharePoint Governance Resourceshttp://technet.microsoft.com/en-us/office/sharepointserver/default(en-us).aspxNew SharePoint Information Portal: http://SharePoint.Microsoft.com

Quest Site Administrator – Policy Management & ReportingQuest Recovery Manager – Recovery SLAsQuest Webparts – Service Delivery Enhancements

Join a SharePoint User Group!

47

Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment

Migration Manager for SharePoint SharePoint 2003 to 2007 migration

File Migrator for SharePoint File shares to SharePoint migration

Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs

Quest Web Parts Enable rapid development of SharePoint applications

Public Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration

Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

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© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,

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