sharepoint 2010 new features and upgrade path

This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

(1)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmasp2010

SharePoint On Premise or In the Cloud?

SharePoint 2010:IT Platform and Launch Readiness

KMA Insights Webinar Series

May 12, 2010

This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

(2)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitterhashtag#kmasp2010

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

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ABOUT KMA

o Full-service IT consulting firm established in 1995

o 25 employees: Partner, PM, Analyst, Developer, QA

o Industry expertise and focus: Professional Services, Life Sciences & Financial Services

o 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)

SharePoint 2010 –IT Platform Overview

• Chris McNulty– Working with SharePoint

technologies since 2000/2001– 20 years consulting and

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

– KMA’s SharePoint practice lead– Microsoft

MCSE/MCTS/MSA/MVTS– BC MBA in Investment

Management



Agenda

• History & Background

• Platform Overview

– Server

– Client

• Upgrade & Migration

• Administration & Optimization



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

-

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

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



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 CU2

• 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 IT shops that had been deferring that upgrade should plan accordingly.

• 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



Client Demo

• New Clients

– Firefox

– Office Web Apps



Predictable Upgrade

• 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



Logging, Monitoring, and Alerts

• 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

• 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



KMA & SharePoint 2010

o KMA is ready to help you today. Here’s how:

• Online content, blogs, articles available through www.kma-llc.net

• Monthly live seminars/webinars, recent topics:

SharePoint 2010 Collaboration Preview, MOSS/Project Server integration, SharePoint “in the cloud”, Office 2010 Preview

o Upcoming Events:

• TechEd 2010 (New Orleans) SharePoint Adoption – June 9, 2010

• SharePoint 2010 Webinar – June 23, 2010

o Standard Offerings

• SharePoint Health Check - 1-2 day fixed price engagement

• SharePoint 2010 Readiness 2 day fixed price engagement

• SharePoint Deployment Planning Services (SDPS)

• [Microsoft Office] Business Value Planning Services (BVPS)

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



Resources

• From Microsoft:– SharePoint 2010 site: http://sharepoint2010.microsoft.com– SharePoint Team Blog:

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

• From KMA:– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)– Web: www.kma-llc.net (now powered by SharePoint!) with

white papers, blogs, archived presentations, news, and events

– SharePoint Deployment Planning Services (SDPS), now available for 2010 planning



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



Thank you…

• Contact Details

– Email cmcnulty[at]kma-llc[dot]net

– 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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