Joel Olesonhttp://www.sharepointjoel.com@joelolesonQuest Software

10 Steps to Successful SharePoint Deployment

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

Who is SharePoint Joel?

Watch Out for Killer Bunnies

SharePoint is like Futbol

1) Overcome Denial to Confront Reality2) Create a Plan3) Exec Sponsor with Clear Vision4) Create the 4 Quadrant Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Invest in Scalable Information Architecture8) Don’t forget Change Management9) Adoption is What Counts10) Keep it Simple Stupid.

10 Steps To SharePoint Success

55

Overcome Denial Confront Reality

IT Control User Empowerm

ent

88

Create a Plan or Plan to Fail!

Over the next 2 years (2010) 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 Governance10

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

1212

Get a Passionate Executive Sponsor

Exec Sponsor with Vision &

Budget

Get me SharePoint or You’re FIRED!

1414

What is Deployment?

Build a Service NOT Install Software

SharePoint is Plastic. What is your Creation?

Two Types of Service Models

Com

modi

tyH

ost

ing

Appli

cation

Host

ing

Out o

f the b

ox (S

tan

dard

)

Cu

stom

(Dedica

ted)

Policies Support Services

IT Hosted Services

Site Collection Hosting• 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

Web App Hosting• $ Charge Back• Multi Tenant • Web App/App Pool• No GAC access• Custom Site

Templates• Limited LOB

Integration

Premium App Hosting• $$$ Charge back• Dedicated• Virtual or Physical

Separation• Custom LOB

Integration• Business Focused Dev• Dev/Test

environments

2020

Create the Dream Team

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

Sample SharePoint Team

SharePointInfra Admins

SharePoint Site Collection

Administrator(s)

Content Administrator SharePoint

Developer(s)

BusinessIntelligence

BusinessForms

SearchContent

Management

Collaboration

PortalPlatformServices

SharePoint Designer or

Business Analyst

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?

•B

asic In

stall (B

AD

!)•

All O

n C

Driv

e•

No B

acku

p•

Resto

re C

om

ple

xity

Server•

All O

ne site

colle

ction

•N

ot C

onfigure

d: Q

uota

, Expira

tion,

Auditin

g, V

ersio

ns, W

orkfl

ow

s, Meta

Data

ca

ptu

re•

All ite

ms v

iew

defa

ult (fl

at)

List and Site

Collection

•O

ne d

ata

base

•D

b co

nfig (lo

g a

nd d

b lo

catio

n)

•N

o m

ain

tenance

pla

n

Database

Defaults have Faults

2828

Define Clear Policies and Standards

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

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

Self

Serv

ice

Sm

alle

r Q

uota

Q

uick

er E

xpira

tion

O

OB

IT P

rovi

sion

ed

La

rger

Quo

ta

P

erm

anen

t

Su

ppor

ted

Dev

env

.

$

$$ C

harg

e Ba

ck

3232

Build for Today Design for Tomorrow

Containment Hierarchy

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

Lists

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

* Sites

Wikis, Blogs, Team, Doc, Meeting Workspaces

* Site Collections

Internet, Intranet Portal, Wikis, Blogs, Team, Doc, MeetingDatabases

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

Dedi

cate

dFa

rm(s)

•Id

eal fo

r ap

plica

tion

s such

as P

roje

ct S

erv

er, P

erfo

rman

ce P

oin

t, B

DC

ap

plica

tion

s, CR

M, S

ale

s S

AP

/Sie

bel a

nd

Fin

an

ce S

olu

tion

s

bu

ilt on

Sh

are

Poin

t•

Gre

at fo

r stag

ed

dep

loym

en

ts i.e. d

ev, te

st, au

thorin

g to

pro

du

ction

Web

App

•Id

eal fo

r poin

t solu

tion

s, Record

s M

an

ag

em

en

t, for Le

gal H

old

s, d

ep

artm

en

t solu

tion

s, an

d g

rou

ps o

f site co

llectio

ns

•M

em

ory

isola

tion

an

d se

para

te S

SP su

ch a

s Searc

h S

olu

tion

s

Site

C

olle

cti

on

•S

up

port 1

00

s-10

0K

+ site

s•

Ideal fo

r Colla

bora

tive

en

viro

nm

en

ts inclu

din

g in

tran

ets, P

roje

cts

, extra

nets

•D

ocu

men

t Man

ag

em

en

t wh

ere

scale

is into

+TB

s

Site

s

•In

form

atio

n a

nd

ag

gre

gatio

n P

orta

ls su

ch a

s Intra

nets

•W

CM

Inte

rnet site

s with

pag

e lib

rarie

s

Hosting Examples

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

Adhoc Structured

Short term Long term

SharePoint ServiceOff ering

Ready for the Cloud?

Office Online

• Small Business• Adhoc Quick• Cheap• Quick Projects• Partner to Partner

short life• Shared URL• Per SC Cost

SharePoint OnlineStandard

• Own Domain• Shared Servers• Fixed Db Quota• Medium Cost• Per User Cost

SharePoint OnlineDedicated

• Enterprise• Dedicated farms• Dedicated AD• Hosted Exchange

Optional

SharePoint Hosti ng

3737

Don’t Forget Change Management (Staged Deployment)

The Right Tool for the Right Solution

VisualStudio

SharePoint

Designer

IE/ Web UI

Dev Assets

Customizations

Portability

LimitedPortability

TIP: Bundle your Dev Assets

WSP

Web Part DLL

Event Handle

r

CSS

Page

Image

SharePoint Dev Life Cycle• Code• Introducti

on• Coexisten

ce

Dev

• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Dev AssetsVisual Studio

.WSP

CustomizationsSharePoint Designer +

UI Customizations

SharePoint Dev Life Cycle

• Code• Introducti

on• Coexisten

ce

Dev

• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Development Assets -> .WSPs

Content Databases

4343

Adoption is What Counts!

Understanding

Design

Implementation

Adoption

4646

Keep it Simple Stupid!

K.I.S.S.

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 definition

Keep It Simple Stupid.

Cutting 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.) Comon let this .DLL go... (require .WSP!)

NOT Key takeaways today...

SharePoint Deployment Essentials & Governance Checklist

Resources and Plugs

Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources (Checklist

& Gov Plans) http://technet.microsoft.com/en-nz/office/sharepoi

ntserver/default(en-us).aspx

Join a SharePoint User Group!

52

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 migration

Notes Migrator for SharePointNotes application content to SharePoint migration

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

Muchos Gracias!

5454

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