sharepoint 2010 - it platform upgrade and management

9/10/2010 1

IT Platform and Launch Readiness – SharePoint 2010

Chris McNultyKMA

(3)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #kmasp2010 Twitter hashtag:

About Me• Working with SharePoint technologies

since 2000/2001• 20 years consulting and financial services

technology (Santander, John Hancock, GMO, State Street)

• SharePoint practice lead at KMA• Write and speak often on Microsoft

information worker technologies (book out this month!)

• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar, colonial

history, photography• My family: Hayley, three kids (15, 6, 3)

and my dog Stan


Twitterhashtag: #kmasp2010Twitter hashtag:

About KMA

o Full-service IT consulting firm established in 1995o 28 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences &

Financial Serviceso Microsoft technology focus:

• Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

• Working with SharePoint technologies since 2001• Specialties in

Collaboration: Portals, Communities and Content Management Insight: Enterprise Search and Business Intelligence Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)



Agenda

• History & Background• Platform Overview

– Server– Client

• Upgrade & Migration• Branding• Administration & Optimization• Governance



History• 2001: original release of

SharePoint • 2003: expansion of libraries,

custom columns• 2007: site columns, business

data catalog and content types become widespread; adoption rate leads to explosive growth of SharePoint content

• May 2010: release of SharePoint 2010 SP

2001

MOSS

2007 -

200,000,000

400,000,000

600,000,000

800,000,000

1,000,000,000

1,200,000,000

Users

Users



What we’ve been hearing…and why we can’t wait

Tools for knowledge management and taxonomies

SharePoint should be like a corporate “Facebook” Two way data synchronization

Better end user forms designer

Integrated data dashboards

Full offline client

Support for managing large document stores, large imports, document lifecycle and records management?

Some consistent requests from our clients during the SharePoint 2007 lifecycle:



What we’ve been hearing…and why we can’t wait

Managed Metadata Service Tools for knowledge management and taxonomies

Communities, Ratings, Tags SharePoint should be like a corporate “Facebook”

BCS Two way data synchronization

InfoPath 2010 Better end user forms designer

Performance Point Integrated data dashboards

SharePoint Workspace 2010 Full offline client

Yes, Yes, Yes, Yes! Support for managing large document stores, large imports, document lifecycle and records management?

Some consistent requests from our clients during the SharePoint 2007 lifecycle:



Congratulations!

o You’re the new SharePoint Administrator!!!o But…o You’re still responsible for:

• Exchange• Active Directory• SQL• Desktop• Help Desk• Network/Firewall• Cooking & Cleaning• Etc.



The Dilemma

o SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers)

o Time and focus are scarce resources!o Common pain points include

• Upgrades are complex and hard to monitor• Dispersed workforce, little control of browsers and Office versions• Hard to understand and troubleshoot “behind the scenes”

performance and capacity planning• Best practices not always understood or compared to system health• “All or nothing” administration means IT must be engaged for all

admin responsibilities, even search

Microsoft SharePoint Server 2010 … the bright frontier

Microsoft SharePoint Server 2010 … the bright frontier

Eastern Long Island, July 4, 2010



Platform Basics• SharePoint 2010 is a 64 bit only platform. Direct upgrades from

32 bit servers to 64 bit servers require prep work. • Windows Server 2008 or Windows Server 2008 R2 X64

• SQL Server 2005 x64 SP3 CU3 Or

• SQL Server 2008 x64 SP1 CU2Or

• SQL Server 2008 R2• May also need KB971831 - support token authentication

without transport security or message encryption in WCF



Shared Service Applications

• The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application

• Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.]

• Crawl/index no longer a single server role

• In 2010, administration can be delegated

– Key targets: Enterprise search, metadata, user profiles



Managed Metadata Service

• Centralized shared hierarchies of tags and terms [taxonomy]

• Centralized governance of user-created keywords [folksonomy]

• Centralized sharing and publication of content types throughout the enterprise



Client/Browser Technology

• Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so don’t defer that upgrade!• Most other browsers are still supported for Internet

configurations• Office 2010 includes optimizations for the new platforms• Offline Access

– 2007: used Outlook 2007 and Groove– SharePoint Workspace 2010 integrates offline documents and lists



Office Web Applications

• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.

• In part, this enables simultaneous multiuser editing of Office documents:– Excel in OWA, not client– Word/PowerPoint on client only if file opened

from a shared document library– OneNote client or OWA

• The best iPhone/iPad app you can’t get in the App Store!



Client and Admin Demo

• New Clients– Firefox– Office Web Apps– Mobile Clients– SharePoint Workspace

• Central Administration– New Site Collection– Shared Service Application– Managed Metadata Service



Demo Screenshot - Firefox – Cross Browser



Demo Screenshot - Cross Browser Web Apps



Predictable UpgradeDo-no-harm

• Three paths– In place

– Database upgrade

– Third party tools

• Process– Pre-upgrade checker

– Visual Upgrade

– Resumable upgrade

– Progress reports

– Parallel DB upgrades



Upgrade Demo

• PreScan Check• Database Attach• Visual Upgrade



Demo Screenshot - Pre-Attach TestPS C:\Users\cmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebApplication http://kmamssd01 Category : SiteOrphanError : TrueUpgradeBlocking : FalseMessage : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is alrea dy used by a different site, in database (Id = [2cc0fc28-c1ff -4311-ac68-918229f5d834], name = [WSS_Content]), in the same web application. Consider deleting one of the sites which hav e conflicting urls.Remedy : The orphaned sites could cause upgrade failures. Try detach a nd reattach the database which contains the orphaned sites. R estart upgrade if necessary.



Demo Screenshot - Upgrade Dashboard



Demo Screenshot - Original Upgrade



Demo Screenshot - Visual Upgrade



Branding

• 2007: Extensive Customization Possible, requires CSS and SharePoint Designer

• 2010: Branding and Themes Directly From Browser



Demo

• Branding in Browser• SharePoint Designer



Logging, Monitoring, and AlertsKnow what is going on

• Unified Logging• Out-of-the-box reports• Richer Web Analytics• Open Schema• SCOM Integration

ULS Logs

Windows Events

Page requests

Feature Logging

Health data

Logging DB

http://images.google.com/imgres?imgurl=http://api.ning.com/files/MSkY5K50pB2mD02AgzOnIUnjFf7Du4hPd30u0JfqdoziCaWWJlO9PKOgVxtZtCdLuGNvfOOTqZzFrLh-mvFYsOKg91gxn0m7/Excel.jpg&imgrefurl=http://datashaping.ning.com/profile/VincentGranville&usg=__sTBSrEUG-RCSVa5bBuRBphZGCTU=&h=321&w=388&sz=13&hl=en&start=2&sig2=AvI5TaaWsHWb7tIz6Kqteg&um=1&tbnid=KNBphhuWmyfA5M:&tbnh=102&tbnw=123&prev=/images?q=excel&hl=en&sa=N&um=1&ei=JBEWSvbOJoTUswOOnNDhCA



Proactive Resolution Get ahead of issues

• Developer Dashboard– Empower developers and users

• Integrated Health Analyzer– Runs when necessary– Alerts anomalies – Fixes when it can



Health and Monitoring Demo

• IT Management– Health Analyzer– Web Analytics– Developer Dashboard



Demo Screenshot – Web Analytics



Demo Screenshot - Developer Dashboard



Demo Screenshot - Health Check



Governance

• SharePoint 2010 provides more opportunities, and more importance for reengaging users and sponsors about governance issues than before

• Major tools– Sandbox code– Query governors– New functions



Governance in SharePoint 2010• SharePoint Designer

– Now free (since 2008)– Allowed or denied– Restricted - PlaceholderMain

• Social tagging and ratings– I like it/I hate it– Ratings and adverse feedback

• ECM– Records management

• In place vs. Record Center

– Content Organizer– Who controls the lifecycle?



Summary• Biggest technical changes

– 64-bit only – IE7/8 & Firefox– Shared Service Applications

• Upgrade choices– In place– Database attach– Third party content migration tools

• New functions– Managed metadata– Performance Point Dashboards and Business Data Connectivity– Communities and Personalization

• Additional changes– Developer Dashboard– Office Web Applications– Scalable Search Topology– New governance tools and requirements



Resources: Microsoft and KMA

• From Microsoft:– Business Intelligence: http://www.microsoft.com/bi/ – SharePoint 2010 site: http://sharepoint.microsoft.com– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx– BI Blog: http://blogs.msdn.com/b/bi/

• From KMA:– Online content, blogs, articles available through www.kma-llc.net – Monthly live seminars/webinars

– Upcoming Events:– SPTechCon (Boston) October 2010– SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)

– Standard Offerings– SharePoint Health Check - 1-2 day fixed price engagement– SharePoint 2010 Readiness 2 day fixed price engagement– SharePoint Deployment Planning Services (SDPS)– Information Architecture and Taxonomy Quick Start– [Microsoft Office] Business Value Planning Services (BVPS)

http://www.microsoft.com/bi/



http://blogs.msdn.com/sharepoint/default.aspx

http://blogs.msdn.com/b/bi/

http://blogs.msdn.com/b/bi/

http://www.kma-llc.net/



Q&A

• Open Questions

• Contact Me• Ask the Experts• Prizes!



Thank you…

• Contact Details– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty

mailto:[email protected]

http://blogs.kma-llc.net/microknowledge

http://twitter.com/cmcnulty2000

http://www.linkedin.com/in/cmcnulty

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