Session on Customizing SharePoint Online presented by Bert Johnson at SharePoint Dev Connections Coast-to-Coast Tour in Chicago.

1. Bert Johnson SharePoint Architect and MCM - PointBridge Customizing SharePoint Online

2. Bert Johnson SharePoint Architect with PointBridge Solutions Microsoft Certified Master – SharePoint Server 2010 Twitter: @SPBert Event Hashtag: #SPConn Email: bjohnson@pointbridge.com Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/

3. About PointBridge By The Numbers: Founded in 2004 250+ SharePoint projects 350,000+ hours of SharePoint experience 30,000+ monthly blog hits 2011 Microsoft Central US Award for Customer Loyalty and Satisfaction 2010 Microsoft Central US Award for Online Services 2010 Microsoft Midwest District Award for Best Customer Experience 2009 Microsoft Central US Partner of the Year One of 35 Microsoft National Systems Integrators One of 15 members of Microsoft Partner Advisory Council for SharePoint and Online Services

4. Agenda About SharePoint Online Deployment Scenarios Customization Options Q & A

5. About SharePoint Online

6. SharePoint Online Flavors Business Productivity Online Suite (BPOS) Available since 2009 A la carte options for Exchange 2007, OCS 2007, MOSS 2007 Office 365 Generally Available as of June 2011 Integrated packages with Exchange 2010, Lync 2010, SharePoint 2010, Office 2010, OWA 2010, Forefront SharePoint capped at 20,000 users

7. Hybrid Licensing Options

8. Office 365 Plans Standard (O365-S) vs. Dedicated (O365-D) Multi-tenancy vs. isolation Licensing models For small business Up to 50 users (P Family Plans) Includes “brochureware” site For enterprises: E Family Plans K Family Plans For education

9. Office 365 Plans

10. Office 365 Plans

11. Service Level Agreements 99.9% Uptime Automatic, scheduled release cycles Scheduled maintenance Saturdays 6-10pm CST Multiple farms, multiple data centers Only one zone affinity (Americas, EMEA, APAC) No server access

12. Privacy and Compliance Certifications ISO27001 SAS70 EU Safe Harbor Framework FISMA Microsoft reserves right to transfer data between geographies (under Safe Harbor)

13. Subtle Changes

14. What’s Not Available BI Suite (PerformancePoint, PowerPivot, SSRS) Business Connectivity Services FAST Search Project Server Publishing Records Center / e-Discovery Central Administration

15. Deployment Scenarios

16. Net New, Standalone Allows for a clean intranet from the ground up Need to plan for user and content lifecycles Still needs IA and governance planning

17. BPOS -> Office 365 Server-side upgrade largely managed Updated Microsoft Online Services Sign-In Assistant Potential complications with any upgrade: Site templates Orphaned sites IE6 unsupported Migrations started recently; to finish in 12 months

18. On Premise -> Office 365 Only supported via tools that talk to web services Lose creator and modified by metadata Lookups and formulas tricky Need to be careful mapping accounts Recommended to remove all customizations beforehand and re-add

19. Hybrid Can use same user licenses for on-prem or cloud Allows for gradual scaling Coordinating security and IA across data centers difficult Service application proxies not accessible Not a replication solution Indexing Office 365 not supported; federation only

20. Customization Options

21. 5 Facets of Customization What: Configuration, design, development Why: Enable / streamline processes Who: Needs to be determined by governance Where: Office 365, on premise, connected systems When: Only when absolutely necessary!

22. Tools and Effort Required Level of Effort

23. Governance Considerations Governance Needed

24. Development Landscape

25. Sandboxed Solutions Run in own secure process Governed by points system Possible Web Parts Event Receivers Workflow Activities Content Types List Definitions / Lists File Modules Not Possible Visual Web Parts User Controls Workflows BCS Models Application Pages Timer Jobs 14 Hive / Root

26. Azure Windows Azure can bridge hybrid farms, tie in Dynamics, or talk to other systems AppFabric simplifies long-running or volatile processes SQL Azure enables better data marts Check out “Developing Microsoft SharePoint Applications Using Windows Azure” by Steve Fox

27. Public-Facing Sites New browser-based “Site Designer” tool Cannot be customized with SharePoint Designer Allows one vanity URL

28. Development Lifecycle

29. Resources

30. Resources Office 365 Home http://office365.com Office 365 Deployment Readiness Tool http://community.office365.com/en-us/f/183/p/2285/8155.aspx#8155 PowerShell Cmdlets for Office 365 http://onlinehelp.microsoft.com/en-us/office365-enterprises/hh125002.aspx “Not All Sandbox Solutions Are the Same” http://www.bluedoglimited.com/SharePointThoughts/Lists/Posts/Post.aspx?ID=331 Bert Johnson blogs http://blogs.pointbridge.com/Blogs/Johnson_Bert/

31. Q & A

32. Bert Johnson SharePoint Architect with PointBridge Solutions Microsoft Certified Master – SharePoint Server 2010 Twitter: @SPBert Event Hashtag: #SPConn Email: bjohnson@pointbridge.com Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/

33. Preparation

34. Motivations Use Office 365 migration as opportunity to: Solicit feedback from the business Apply consistent branding Improve IA / taxonomy End reliance on custom code Get rid of unused content Enact governance

35. Governance Before deploying, plan for: Roles and responsibilities Content and code lifecycles Compliance requirements Consistent user experience Multi-farm IA

36. Infrastructure Prepare for Single Sign-On via ADFS 2.0 Upgrade AD to functional level 2003 SP2+ Deploy ADFS 2.0 modules on Server 2008 Establish trust between domains Install Office 365 Sign-In Assistant Run Deployment Readiness Tool Understand remote PowerShell options Plan for local backups

37. On-Premise -> O365 Prep Follow same steps as for on-premise upgrade Remove unneeded content Eliminate orphaned objectsand errors Take full back-ups at all levels Determine import tool / strategy

38. Change Management Most important, overlooked effort Notify of pending changes early Update training materials and references Define strategy and metrics for adoption