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10 Steps to Successful SharePoint Deployment Joel Oleson Sr. Architect @joeloleson Quest Software Session Code:  OFC301
Who is SharePoint Joel?http://www.sharepointjoel.com 8+ Year SharePoint Veteran 7 Years MS SharePoint  Team & MS IT Quest Sr. SharePoint Architect Loves to Travel  45 Countries including 5 in Africa Ask me about the Big 5 Eaten Impala & Kudu
10 Steps To SharePoint Success Wake up and Confront Reality Create a Plan Exec Sponsor with Clear Vision Create a Diverse Skilled Dream Team Build Services not Stuff Define Clear Policies and Standards Design for Portability and Scale Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.
Wake up & Confront Reality
Wake up & Confront Reality
Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner
SharePoint Governance 10 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
Get a Passionate Executive Sponsor
What was that?!!! Get me SharePoint! Exec Sponsor with Vision & Budget
What is Deployment? Build a Service forget about Wizards
SharePoint is Plastic. Don’t create Robot Barbie!
Cleverworkarounds.com Cleverworkarounds.com
Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
Create the Dream Team
Avoid Plastic Cowboys!
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?
Define Clear Policies and Standards
How Many Flavors can you support??
Policies Support Services
SharePoint Service Offering Structured Adhoc Long term Short term
Designing Service for Portability & Scale
http://sharepoint.microsoft.com/2010/Sneak_Peek/ 2010 IT Sneak Peak Video 6:00 – 7:33
Containment Hierarchy
Joel's Cheat Sheet for Hosting App Hosting Commodity Hosting
Don’t Forget Change Management
SharePoint Dev Life Cycle Customizations SharePoint Designer +  UI Customizations Dev Assets Visual Studio .WSP
Critical Policy Decisions (Customization vs. Development) Dev Assets Portability Limited Portability Customizations
SharePoint Dev Life Cycle Development Assets -> .WSPs Content Databases
Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390
Adoption Matters MOST!
Understanding Adoption Design Implementation
KISS - Keep it Simple Stupid!
Remember K.I.S.S.
The Key to SharePoint Success is…. Baby Steps
Keep It Simple Stupid. Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Baby Steps - 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
Prepare for 2010 Plan for & Require Config.XML for Custom Site Definitions Item Limit your views to less than 5000 (100 preferred) Run PreUpgradeCheck --- Often Split/Limit your databases to 100GB Watch Sneak Peak Videos
Thank You!
Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources http://technet.microsoft.com/en-us/office/sharepointserver/default(en-us).aspx New SharePoint Information Portal: http://SharePoint.Microsoft.com Quest Site Administrator – Policy Management & Reporting Quest Recovery Manager – Recovery SLAs Quest Webparts – Service Delivery Enhancements Join a SharePoint User Group!
Quest Solutions for SharePoint  Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Quest SQL Server Solutions  Maximize SQL Server performance while simplifying tasks and providing visibility and control Quest Web Parts  Enable rapid development                 of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint  SharePoint 2003 to 2007 migration File Migrator for SharePoint  File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration 47
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Tech Ed Africa 10 Successful SharePoint Deployment Oleson

  • 1.
  • 2. 10 Steps to Successful SharePoint Deployment Joel Oleson Sr. Architect @joeloleson Quest Software Session Code: OFC301
  • 3. Who is SharePoint Joel?http://www.sharepointjoel.com 8+ Year SharePoint Veteran 7 Years MS SharePoint Team & MS IT Quest Sr. SharePoint Architect Loves to Travel 45 Countries including 5 in Africa Ask me about the Big 5 Eaten Impala & Kudu
  • 4. 10 Steps To SharePoint Success Wake up and Confront Reality Create a Plan Exec Sponsor with Clear Vision Create a Diverse Skilled Dream Team Build Services not Stuff Define Clear Policies and Standards Design for Portability and Scale Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.
  • 5. Wake up & Confront Reality
  • 6. Wake up & Confront Reality
  • 7.
  • 8.
  • 9. Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner
  • 10. SharePoint Governance 10 Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization Source: The Burton Group
  • 12. Get a Passionate Executive Sponsor
  • 13. What was that?!!! Get me SharePoint! Exec Sponsor with Vision & Budget
  • 14. What is Deployment? Build a Service forget about Wizards
  • 15. SharePoint is Plastic. Don’t create Robot Barbie!
  • 17. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
  • 20. September 2007 “Data Governance: What Works And What Doesn’t” Data Governance Roles And Responsibilities
  • 21. Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?
  • 22. Define Clear Policies and Standards
  • 23.
  • 24. How Many Flavors can you support??
  • 26. SharePoint Service Offering Structured Adhoc Long term Short term
  • 27.
  • 28. Designing Service for Portability & Scale
  • 31. Joel's Cheat Sheet for Hosting App Hosting Commodity Hosting
  • 32. Don’t Forget Change Management
  • 33. SharePoint Dev Life Cycle Customizations SharePoint Designer + UI Customizations Dev Assets Visual Studio .WSP
  • 34. Critical Policy Decisions (Customization vs. Development) Dev Assets Portability Limited Portability Customizations
  • 35. SharePoint Dev Life Cycle Development Assets -> .WSPs Content Databases
  • 36. Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390
  • 39.
  • 40. KISS - Keep it Simple Stupid!
  • 42. The Key to SharePoint Success is…. Baby Steps
  • 43. Keep It Simple Stupid. Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Baby Steps - 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. Prepare for 2010 Plan for & Require Config.XML for Custom Site Definitions Item Limit your views to less than 5000 (100 preferred) Run PreUpgradeCheck --- Often Split/Limit your databases to 100GB Watch Sneak Peak Videos
  • 46. Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources http://technet.microsoft.com/en-us/office/sharepointserver/default(en-us).aspx New SharePoint Information Portal: http://SharePoint.Microsoft.com Quest Site Administrator – Policy Management & Reporting Quest Recovery Manager – Recovery SLAs Quest Webparts – Service Delivery Enhancements Join a SharePoint User Group!
  • 47. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Quest Web Parts Enable rapid development of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration 47
  • 48. Related Content Breakout Sessions (session codes and titles) Whiteboard Sessions (session codes and titles) Hands-on Labs (session codes and titles) Required Slide Speakers, please list the Breakout Sessions, TLC Interactive Theaters and Labs that are related to your session. Any queries, please check with your Track Owner.
  • 49. Required Slide 10 pairs of MP3 sunglasses to be won Complete a session evaluation and enter to win!
  • 50. Required Slide © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • 52. Required Slide Speakers, TechEd 2009 is not producing a DVD. Please announce that attendees can access session recordings from Tech-Ed website. These will only be available after the event. Tech·Ed Africa 2009 sessions will be made available for download the week after the event from: www.tech-ed.co.za www.microsoft.com/teched International Content & Community www.microsoft.com/learning Microsoft Certification & Training Resources http://microsoft.com/technet Resources for IT Professionals http://microsoft.com/msdn Resources for Developers Resources

Editor's Notes

  1. How SharePoint usually begins or organisationsIts all a question of balance
  2. TCO = Total Cost of OwnershipIt’s about what business outcomes you are after.Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  3. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  4. These service models provide a starting point to understand the cost implications involved with the solution types that you may want to implement.I want to host team collaboration sites and also my public facing web site on SharePoint.Team sites (Commodity)Public Web Site (Application)Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  5. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.