best practices europe 10 steps to successful deployments

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10 Steps to Successful Deployment, Monty Python's Killer Rabbit and SharePoint. A refresh of the 10 steps with a UK twist.

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10 Steps to Successful SharePoint Deployments

Joel Oleson

www.sharepointjoel.com

joel.oleson@quest.com

@joeloleson

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

Who is SharePoint Joel?

Watch Out for Killer Bunnies

1) Overcome Denial to Confront Reality2) Create a Plan3) Exec Sponsor with Clear Vision4) Create the 4 Quadrant Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Invest in Scalable Information Architecture8) Don’t forget Change Management9) Adoption is What Counts10) Keep it Simple Stupid.

10 Steps To SharePoint Success

55

Overcome Denial Confront Reality

IT ControlUser

Empowerment

88

Create a Plan or Plan to Fail!

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

SharePoint Governance 9

Source: The Burton Group

Over the next 2 years (2010) less than 35% of sites with

Windows SharePoint Services will put effective governance

techniques in place.

Gartner

Clear Vision, Mission and Goals

TCO

Comon Doc & Collaboration

Platform

Reduce Search time and

promote reuse

Help Desk KB Efficiency

Standards and Consistency

Intranet Brand

Kill Notes Licensing

Internet WCM

Provide Service and

Solution

Provide Business

Process Optim

Provide Project Management Workspaces

Reduce Litigation Risk

1313

Get a Passionate Executive Sponsor

Exec Sponsor with Vision &

Budget

Get me SharePoint or You’re FIRED!

1515

What is Deployment?

Build a Service NOT Install Software

SharePoint is Plastic. What is your Creation?

Telling the SharePoint Story

Choose your own adventure!

Two Types of Service Models

Commodity

Hosting

Application

Hosting

Out of the box (S

tandard)

Custom

(Dedicated)

Policies Support Services

IT Hosted Services

Site Collection Hosting• Low cost to Free

(low barrier)• Self Service (w/ meta

data capture or workflow)• Fixed Quotas• SharePoint Designer

(optional)• Out of box templates +

Application Templates

Web App Hosting• $ Charge Back• Multi Tenant • Web App/App Pool• No GAC access• Custom Site Templates• Limited LOB Integration

Premium App Hosting• $$$ Charge back• Dedicated• Virtual or Physical

Separation• Custom LOB Integration• Business Focused Dev• Dev/Test environments

2121

Create the Dream Team

Sample SharePoint Team

SharePointInfra Admins

SharePoint Site Collection

Administrator(s)

Content Administrator SharePoint

Developer(s)

BusinessIntelligence

BusinessForms

SearchContent

Management

Collaboration

PortalPlatformServices

SharePoint Designer or

Business Analyst

Functional Groups/Teams

(Business) SP Content Authors• Authoring,

Marketing, HR

SharePoint Dev Team• Developers, Q/A,

(Portal admin – WebMaster)

• Design, Workflow & Site Administration

SharePoint Ops• Ops, Eng, Architect• Web App, SSP &

Farm Admins

Infra Team

Network/HW/OS• Network Admins -

AD, Exchange, Security

Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”

SharePoint Deployments are you ready?

For

min

g Who is at the table?

Get use to the platform OOB, what does it do, how does it work.. Vision, Mission, Project Plans, etc...

Sto

rmin

g Work it out...

OLAs, SLAs and various kinks watch your requirements for follies take on challenges your deployment and team.

Nor

min

g Be Proactive...

As people get use to the processes, procedures, and agreements now is the time to shine be *proactive* and ensure monitoring and effective reporting.

Per

form

ing We’re doing it!

Now that teams and your deployment is reaching it’s potential now you are ready to take on big challenges.

Adapted from Tuckman and Jensen 1977

Joel’s Deployment Model

Newbie• WSS, Collab,

Blogs, Wikis, Doc Mgmt

Tween• Portal, Search,

My sites, Profiles

• WCM in place with approval

Teen• Excel Services,

KPIs• Custom Web

Parts• Third Party

Business Solutions

• Variations

Rockstar• Multi Stage

Custom Development

• Custom Solutions

• BDC, Integration

• Business Applications

Are you trying to be a Rockstar with the experience of a newbie?

Bus

ines

s &

S

take

hold

ers

PM

Business Analyst

IT

Admins Dev

Consultants

Who’s at Fault?

•B

asic Install (BA

D!)

•A

ll On C

Drive

•N

o Backup

•R

estore Com

plexity

Server•

All O

ne site collection•

Not C

onfigured: Quota, E

xpiration, Auditing,

Versions, W

orkflows, M

eta Data capture

•A

ll items view

default (flat)List and Site Collection

•O

ne database•

Db config (log and db location)

•N

o maintenance plan

Database

Defaults have Faults

3030

Define Clear Policies and Standards

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

Self

Serv

ice

Sm

alle

r Q

uota

Q

uick

er E

xpira

tion

O

OB

IT P

rovi

sion

ed

La

rger

Quo

ta

P

erm

anen

t

Su

ppor

ted

Dev

env

.

$

$$ C

harg

e Ba

ck

3434

Build for Today Design for Tomorrow

Containment Hierarchy

ItemsFiles, calendar items, contacts, customers, images, custom

Lists

Doc Lib, Pages, Events, Discussions, Surveys, etc…

* Sites

Wikis, Blogs, Team, Doc, Meeting Workspaces

* Site Collections

Internet, Intranet Portal, Wikis, Blogs, Team, Doc, MeetingDatabases

Content, Config, SSP, Search

* Web Applications

Central Admin, SSP Admin, Content

Servers

Web Front End, APP, SQL

* Farm

Internet, Extranet, Intranet

Joel's Cheat Sheet for Hosting

De

dic

ate

d

Fa

rm(s)

•Ideal for applications such as P

roject S

erver, Perfo

rman

ce Po

int, B

DC

applications, C

RM

, Sales S

AP

/Sieb

el and

Fin

ance S

olu

tion

s built on ShareP

oint•

Great for staged deploym

ents i.e. dev, test, authoring to production

We

b

Ap

p

•Ideal for point solutions, R

ecord

s Man

agem

ent, for Legal H

olds, department solutions,

and groups of site collections•

Mem

ory isolation and separate SS

P such as S

earch S

olutionsSite

Co

llection

•S

upport 100s-100K+

sites•

Ideal for Co

llabo

rative environments including intranets, P

rojects, extranets

•D

ocu

men

t Man

agem

ent w

here scale is into +T

Bs

Site

s

•Inform

ation and aggregation Po

rtals such as Intranets•

WC

M Internet sites w

ith page libraries

Hosting Examples

Mysites

• /personal• Site Collections• 1GB• Self Service no

approval req.• Archive after AD

object disabled

Teams & Groups

• /sites• Site Collections• 5GB• Self Service with

approval workflow

• No confidential IP• Life Cycle Ping at

1 year

Portals & Dept

• http://site• Webapp• Database

Dedicated• 100GB• Help Desk

provisioned• Aggregation /

LOB Apps / Doc Mgmt

Adhoc Structured

Short term Long term

SharePoint ServiceOff ering

Ready for the Cloud?

Office Online

• Small Business• Adhoc Quick• Cheap• Quick Projects• Partner to Partner

short life• Shared URL• Per SC Cost

SharePoint OnlineStandard

• Own Domain• Shared Servers• Fixed Db Quota• Medium Cost• Per User Cost

SharePoint OnlineDedicated

• Enterprise• Dedicated farms• Dedicated AD• Hosted Exchange

Optional

SharePoint Hosti ng

3939

Don’t Forget Change & Risk Management

The Right Tool for the Right Solution

Visual

StudioSharePoint Designer

IE/ Web UI

Dev Assets

Customizations

Portability

LimitedPortability

TIP: Bundle your Dev Assets

WSPWeb Part DLL

Event Handler

CSS

Page

Image

SharePoint Dev Life Cycle

• Code• Introduction• Coexistence

Dev• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Dev AssetsVisual Studio

.WSP

CustomizationsSharePoint Designer +

UI Customizations

SharePoint Dev Life Cycle

• Code• Introduction• Coexistence

Dev• UAT• Authoring• POC• Validate

Test• Users• Workflows• BPM

Prod

Development Assets -> .WSPs

Content Databases

4545

Adoption is What Counts!

Understanding

Design

Implementation

Adoption

4848

Keep it Simple Stupid!

4949

K.I.S.S.

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 def

Keep It Simple Stupid.

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.)

NOT Key takeaways today...

Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources

http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx

CodePlex Governance Tools http://www.codeplex.com/governance

Join a SharePoint User Group!

SharePoint Deployment Essentials & Governance Checklist

Enjoy London and the Best Practices...

Announcing…

SharePointForAll.com Community, betas, announcements, demos,

requests, feedback

5656

Questions?

57

Quest Solutions for SharePoint

Site Administrator for SharePoint Discover, understand and manage your SharePoint environment

Migration Manager for SharePoint SharePoint 2003 to 2007 migration

File Migrator for SharePoint File shares to SharePoint migration

Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs

Quest Web Parts Enable rapid development of SharePoint applications

Public Folder Migrator for SharePointExchange Public Folders to SharePoint migration

Notes Migrator for SharePointNotes application content to SharePoint migration

Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

Active Directory

Identity and Access

ManagementCompliance Unified

Communications SharePoint Desktop Management

Migrate

Ensure Availability

Audit & Report

RaiseEfficiency

Extend to UNIX/Linux

Authenticate

Authorize

Administer

Comply

Assess

Audit/Alert

Remediate

Migration

Audit & Report

Diagnostics

Granular Recovery

Archiving

Discovery

Administration

Recovery

Migration

Application Development

Configure

Manage

Secure

Quest Complete Solutions

(Exchange, OCS)

Thank you for attending!

Please be sure to fill out your session evaluation!

Quest Global Contacts

Quest Americas Field EngagementUS East/Central/Canada

Betsy Barnhouse, Business Development Manager

614-726-4770 betsy.barnhouse@quest.com

US South/West/Latin America

Ed Citro, Business Development Manager

713-576-4283 edward.citro@quest.com

Public SectorRick Hogan, Channel Manager 703-447-7603 rick.hogan@Quest.com

Quest EMEA Field EngagementNetherlands – Jan-Willem Koppers, +46 8509 04412

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Quest APACJ America Field EngagementKorea Woojin Yang, +82 2 3420 9017Australia/New Zealand Graham Dean, +61 3 9811 8080Japan Yosuke Ishii, +81 3 5771 8629SE Asia Stanley Liao, +65 64032628India Krishnan Thyagarajan, +9180 4060 0660China Leslie Li, +852 2831 1050

Notes CompetePeter Burns, Global Sales Specialist +1 617-797-6019 peter.burns@quest.com

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