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Joel Oleson
http://www.sharepointjoel.com
@joeloleson
Quest Software
10 Steps to Successful SharePoint Deployment
Who is
    SharePoint Joel?
    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
SharePoint is like Futbol

                            Watch
                            Out for
                            Killer
                            Bunnies
10 Steps To SharePoint Success

      Overcome Denial to Confront Reality
1)
      Create a Plan
2)
      Exec Sponsor with Clear Vision
3)
      Create the 4 Quadrant Dream Team
4)
      Build Services not Stuff
5)
      Define Clear Policies and Standards
6)
      Invest in Scalable Information Architecture
7)
      Don’t forget Change Management
8)
      Adoption is What Counts
9)
      Keep it Simple Stupid.
10)
5
IT Control
                User
             Empowerment
8
Over the next 2 years (2010)
 less than 35% of sites with
Windows SharePoint Services
will put effective governance
     techniques in place.

                     Gartner
10
SharePoint Governance

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


                        Source: The Burton Group
Clear Vision, Mission and Goals

                                          Provide
                     Standards and
                                         Service and
       TCO
                      Consistency
                                          Solution

     Comon Doc &                             Provide
     Collaboration      Intranet Brand      Business
       Platform                           Process Optim


     Reduce Search                        Provide Project
                          Kill Notes
        time and                           Management
                          Licensing
     promote reuse                         Workspaces



     Help Desk KB                              Reduce
                        Internet WCM
      Efficiency                           Litigation Risk
12
Get me
         SharePoint or
         You’re FIRED!


Exec Sponsor with
 Vision & Budget
What is Deployment?




14
SharePoint is Plastic.
What is your Creation?
Two Types of Service Models
Out of the box (Standard)




                                                      Custom (Dedicated)
                            Commodity   Application
                             Hosting     Hosting
Policies Support Services

                     IT Hosted Services
Site Collection               Web App Hosting               Premium App
Hosting                                                     Hosting
                              •   $ Charge Back
                              •
•                                                           • $$$ Charge back
                                  Multi Tenant
    Low cost to Free
                              •                             • Dedicated
     (low barrier)                Web App/App Pool
•                             •                             • Virtual or Physical
    Self Service (w/ meta         No GAC access
    data capture or workflow) •                               Separation
                                  Custom Site Templates
•                                                           • Custom LOB Integration
    Fixed Quotas              •   Limited LOB Integration
•                                                           • Business Focused Dev
    SharePoint Designer
    (optional)                                              • Dev/Test environments
•   Out of box templates +
    Application Templates
20
Sample SharePoint Team


  SharePoint Site
    Collection                                                       SharePoint
  Administrator(s)                                                  Infra Admins
                             Business        Collaboration
                            Intelligence




SharePoint Designer   Business         Platform
                                                           Portal
                       Forms           Services
or Business Analyst


                             Content
                                                  Search
                           Management




     Content
                                                                     SharePoint
   Administrator
                                                                    Developer(s)
September 2007 “Data Governance: What Works And What Doesn’t”
Data Governance Roles And Responsibilities
Joel’s Deployment Model
Are you trying to be a Rockstar with the
experience of a newbie?
                                                                                                                     Rockstar
                                                                                                                     •   Multi Stage Custom Development
                                                                                                                     •   Custom Solutions
                                                                                                                     •   BDC, Integration
                                                                                                                     •   Business Applications
                                                                                Teen
                                                                                •   Excel Services, KPIs
                                                                                •   Custom Web Parts
                                                                                •   Third Party Business Solutions
                                                                                •   Variations




                                         Tween
                                         • Portal, Search, My sites, Profiles
                                         • WCM in place with approval




      Newbie
      • WSS, Collab, Blogs, Wikis, Doc
        Mgmt
Defaults have Faults

                • Basic Install (BAD!)
                • All On C Drive
   Server       • No Backup
                • Restore Complexity




                • All One site collection
List and Site   • Not Configured: Quota, Expiration, Auditing, Versions,
                  Workflows, Meta Data capture
 Collection     • All items view default (flat)




                • One database
 Database       • Db config (log and db location)
                • No maintenance plan
28
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
32
Containment Hierarchy
                            * Farm
                   Internet, Extranet, Intranet

                            Servers
                   Web Front End, APP, SQL

                     * Web Applications
              Central Admin, SSP Admin, Content

                          Databases
                 Content, Config, SSP, Search

                   * Site Collections
   Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting


                             * Sites
         Wikis, Blogs, Team, Doc, Meeting Workspaces

                              Lists
      Doc Lib, Pages, Events, Discussions, Surveys, etc…
                             Items
   Files, calendar items, contacts, customers, images, custom
Joel's Cheat Sheet for Hosting
             • Ideal for applications such as Project Server, Performance Point, BDC
               applications, CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint
Dedicated
             • Great for staged deployments i.e. dev, test, authoring to production
 Farm(s)



             • Ideal for point solutions, Records Management, for Legal Holds, department
               solutions, and groups of site collections
             • Memory isolation and separate SSP such as Search Solutions
Web App




               • Support 100s-100K+ sites
               • Ideal for Collaborative environments including intranets, Projects, extranets
   Site
               • Document Management where scale is into +TBs
Collection




             • Information and aggregation Portals such as Intranets
             • WCM Internet sites with page libraries
  Sites
Hosting Examples

                       SharePoint Service
                            Offering
          Mysites             Teams & Groups       Portals & Dept
  • /personal             • /sites               • http://site
  • Site Collections      • Site Collections     • Webapp
  • 1GB                   • 5GB                  • Database
                                                   Dedicated
  • Self Service no       • Self Service with
    approval req.           approval             • 100GB
                            workflow
  • Archive after AD                             • Help Desk
    object disabled       • No confidential IP     provisioned
                          • Life Cycle Ping at   • Aggregation / LOB
                            1 year                 Apps / Doc Mgmt

                                                        Structured
       Adhoc
                                                         Long term
      Short term
Ready for the Cloud?

                         SharePoint Hosting


                               SharePoint Online       SharePoint Online
      Office Online
                                   Standard               Dedicated
  • Small Business         •   Own Domain          •   Enterprise
  • Adhoc Quick            •   Shared Servers      •   Dedicated farms
  • Cheap                  •   Fixed Db Quota      •   Dedicated AD
  • Quick Projects         •   Medium Cost         •   Hosted Exchange
                                                       Optional
  • Partner to Partner     •   Per User Cost
    short life
  • Shared URL
  • Per SC Cost
37
The Right Tool for the Right Solution

                           Visual  Dev Assets
                Portability


                           Studio
                         SharePoint
  Limited
  Portability                           Customizations
                          Designer

                          IE/ Web UI
TIP: Bundle your Dev Assets

              CSS
     Event
                     Page
    Handler


  Web
              WSP       Image
Part DLL
SharePoint Dev Life Cycle
                              •   UAT
                                                     • Users
      • Code
                              •   Authoring
Dev                    Test                   Prod   • Workflows
      • Introduction
                              •   POC
                                                     • BPM
      • Coexistence
                              •   Validate




                                               Customizations
   Dev Assets
                                              SharePoint Designer +
   Visual Studio
                                                UI Customizations
      .WSP
SharePoint Dev Life Cycle

                       Development Assets -> .WSPs




                                  •   UAT
                                                            • Users
      • Code
                                  •   Authoring
Dev                       Test                       Prod   • Workflows
      • Introduction
                                  •   POC
                                                            • BPM
      • Coexistence
                                  •   Validate




                            Content Databases
43
46
K.I.S.S.
Keep It Simple Stupid.

    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
NOT Key takeaways today...
    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!)

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/sharepointserver/default(en-us).aspx
    Join a SharePoint User Group!

Quest Solutions for SharePoint
                                               Site Administrator for
   Quest SQL Server                            SharePoint Discover,
   Solutions                                   understand and manage
   Maximize SQL Server                         your SharePoint
   performance while                           environment
   simplifying tasks and
   providing visibility and
   control Web Parts
     Quest
     Enable rapid                                         Recovery Manager for
     development                                          SharePoint
     of SharePoint                                        Granular SharePoint
     applications                                         recovery for enterprise-
                                                          level needs

              Migration Manager for SharePoint
                                         Public Folder Migrator for SharePoint
              SharePoint 2003 to 2007 migration Public Folders to SharePoint
                                         Exchange
                                         migration
              File Migrator for SharePoint
                                         Notes Migrator for SharePoint
              File shares to SharePoint migration                                52

                                         Notes application content to SharePoint
Muchos Gracias!
Questions?




54
Please be sure to fill out your session evaluation!
       Thank you for attending!
Patrocinan

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Segundo Semario de SharePoint en Mexico por Joel Oleson

  • 2. Who is SharePoint Joel? 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
  • 3. SharePoint is like Futbol Watch Out for Killer Bunnies
  • 4. 10 Steps To SharePoint Success Overcome Denial to Confront Reality 1) Create a Plan 2) Exec Sponsor with Clear Vision 3) Create the 4 Quadrant Dream Team 4) Build Services not Stuff 5) Define Clear Policies and Standards 6) Invest in Scalable Information Architecture 7) Don’t forget Change Management 8) Adoption is What Counts 9) Keep it Simple Stupid. 10)
  • 5. 5
  • 6.
  • 7. IT Control User Empowerment
  • 8. 8
  • 9. Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner
  • 10. 10 SharePoint Governance Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization Source: The Burton Group
  • 11. Clear Vision, Mission and Goals Provide Standards and Service and TCO Consistency Solution Comon Doc & Provide Collaboration Intranet Brand Business Platform Process Optim Reduce Search Provide Project Kill Notes time and Management Licensing promote reuse Workspaces Help Desk KB Reduce Internet WCM Efficiency Litigation Risk
  • 12. 12
  • 13. Get me SharePoint or You’re FIRED! Exec Sponsor with Vision & Budget
  • 15. SharePoint is Plastic. What is your Creation?
  • 16. Two Types of Service Models Out of the box (Standard) Custom (Dedicated) Commodity Application Hosting Hosting
  • 17. Policies Support Services IT Hosted Services Site Collection Web App Hosting Premium App Hosting Hosting • $ Charge Back • • • $$$ Charge back Multi Tenant Low cost to Free • • Dedicated (low barrier) Web App/App Pool • • • Virtual or Physical Self Service (w/ meta No GAC access data capture or workflow) • Separation Custom Site Templates • • Custom LOB Integration Fixed Quotas • Limited LOB Integration • • Business Focused Dev SharePoint Designer (optional) • Dev/Test environments • Out of box templates + Application Templates
  • 18. 20
  • 19.
  • 20. Sample SharePoint Team SharePoint Site Collection SharePoint Administrator(s) Infra Admins Business Collaboration Intelligence SharePoint Designer Business Platform Portal Forms Services or Business Analyst Content Search Management Content SharePoint Administrator Developer(s)
  • 21. September 2007 “Data Governance: What Works And What Doesn’t” Data Governance Roles And Responsibilities
  • 22. Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie? Rockstar • Multi Stage Custom Development • Custom Solutions • BDC, Integration • Business Applications Teen • Excel Services, KPIs • Custom Web Parts • Third Party Business Solutions • Variations Tween • Portal, Search, My sites, Profiles • WCM in place with approval Newbie • WSS, Collab, Blogs, Wikis, Doc Mgmt
  • 23. Defaults have Faults • Basic Install (BAD!) • All On C Drive Server • No Backup • Restore Complexity • All One site collection List and Site • Not Configured: Quota, Expiration, Auditing, Versions, Workflows, Meta Data capture Collection • All items view default (flat) • One database Database • Db config (log and db location) • No maintenance plan
  • 24. 28
  • 25.
  • 26. Standardization Flexibility
  • 27. 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
  • 28. 32
  • 29. Containment Hierarchy * Farm Internet, Extranet, Intranet Servers Web Front End, APP, SQL * Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search * Site Collections Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting * Sites Wikis, Blogs, Team, Doc, Meeting Workspaces Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… Items Files, calendar items, contacts, customers, images, custom
  • 30. Joel's Cheat Sheet for Hosting • Ideal for applications such as Project Server, Performance Point, BDC applications, CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint Dedicated • Great for staged deployments i.e. dev, test, authoring to production Farm(s) • Ideal for point solutions, Records Management, for Legal Holds, department solutions, and groups of site collections • Memory isolation and separate SSP such as Search Solutions Web App • Support 100s-100K+ sites • Ideal for Collaborative environments including intranets, Projects, extranets Site • Document Management where scale is into +TBs Collection • Information and aggregation Portals such as Intranets • WCM Internet sites with page libraries Sites
  • 31. Hosting Examples SharePoint Service Offering Mysites Teams & Groups Portals & Dept • /personal • /sites • http://site • Site Collections • Site Collections • Webapp • 1GB • 5GB • Database Dedicated • Self Service no • Self Service with approval req. approval • 100GB workflow • Archive after AD • Help Desk object disabled • No confidential IP provisioned • Life Cycle Ping at • Aggregation / LOB 1 year Apps / Doc Mgmt Structured Adhoc Long term Short term
  • 32. Ready for the Cloud? SharePoint Hosting SharePoint Online SharePoint Online Office Online Standard Dedicated • Small Business • Own Domain • Enterprise • Adhoc Quick • Shared Servers • Dedicated farms • Cheap • Fixed Db Quota • Dedicated AD • Quick Projects • Medium Cost • Hosted Exchange Optional • Partner to Partner • Per User Cost short life • Shared URL • Per SC Cost
  • 33. 37
  • 34. The Right Tool for the Right Solution Visual Dev Assets Portability Studio SharePoint Limited Portability Customizations Designer IE/ Web UI
  • 35. TIP: Bundle your Dev Assets CSS Event Page Handler Web WSP Image Part DLL
  • 36. SharePoint Dev Life Cycle • UAT • Users • Code • Authoring Dev Test Prod • Workflows • Introduction • POC • BPM • Coexistence • Validate Customizations Dev Assets SharePoint Designer + Visual Studio UI Customizations .WSP
  • 37. SharePoint Dev Life Cycle Development Assets -> .WSPs • UAT • Users • Code • Authoring Dev Test Prod • Workflows • Introduction • POC • BPM • Coexistence • Validate Content Databases
  • 38. 43
  • 39.
  • 40.
  • 41. 46
  • 43. Keep It Simple Stupid. 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
  • 44. NOT Key takeaways today... 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!) 
  • 45. SharePoint Deployment Essentials & Governance Checklist
  • 46. Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com  SharePoint Governance Resources (Checklist &  Gov Plans) http://technet.microsoft.com/en-  nz/office/sharepointserver/default(en-us).aspx Join a SharePoint User Group! 
  • 47. Quest Solutions for SharePoint Site Administrator for Quest SQL Server SharePoint Discover, Solutions understand and manage Maximize SQL Server your SharePoint performance while environment simplifying tasks and providing visibility and control Web Parts Quest Enable rapid Recovery Manager for development SharePoint of SharePoint Granular SharePoint applications recovery for enterprise- level needs Migration Manager for SharePoint Public Folder Migrator for SharePoint SharePoint 2003 to 2007 migration Public Folders to SharePoint Exchange migration File Migrator for SharePoint Notes Migrator for SharePoint File shares to SharePoint migration 52 Notes application content to SharePoint
  • 50. Please be sure to fill out your session evaluation! Thank you for attending!
  • 51.