best practices europe 10 steps to successful deployments
DESCRIPTION
10 Steps to Successful Deployment, Monty Python's Killer Rabbit and SharePoint. A refresh of the 10 steps with a UK twist.TRANSCRIPT
10 Steps to Successful SharePoint Deployments
Joel Oleson
www.sharepointjoel.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
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