10 Steps to Successful SharePoint Deployment
SharePoint and Futbol
A refresh of the popular SharePoint session on successful SharePoint deployments on Governance, teams, planning, staged deployment.
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
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)
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
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
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
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
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
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!)
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