keynote sharepoint community conference 10 steps to successful deployment (nz style)
DESCRIPTION
10 Steps to Successful SharePoint deployments (A NZ modified version of the popular session)TRANSCRIPT
8+ Year SharePoint Veteran– 5 Years in MS IT– 2 Years in SharePoint
Product Team– 1 year independent– Quest SharePoint
Architect• SharePoint Evangelist
Consultant and Trainer• Social Media Evangelist
Who is SharePoint Joel?
Watch Out for Killer Bunnies
1) Wake up and Confront Reality2) Create a Plan3) Exec Sponsor with Clear Vision4) Create a Diverse Skilled 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
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Wake up & Confront Reality
IT ControlUser
Empowerment
99
Create a Plan or Plan to Fail!
Over the next 2 years less than 35% of sites with Windows SharePoint Services will put
effective governance techniques in place.
Gartner
Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
SharePoint Governance 11
Source: The Burton Group
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
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Get a Passionate Executive Sponsor
Exec Sponsor with Vision & Budget
Get me SharePoint or your out!
1515
What is Deployment?
Build a Service NOT Install Software
SharePoint is Plastic. Don’t create Robot Barbie!
Cleverworkarounds.comCleverworkarounds.com
Two Types of Service Models
Com
mod
ityH
ostin g
Application
Hosting
Out of the box (Standard)
Custom (D
edicated)
2121
Create the Dream Team
Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”
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?
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Define Clear Policies and Standards
StandardizationFlexibility
3232
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 CollectionsInternet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting
Databases
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
Dedicated
Farm(s
)
•Ideal for applications such as Project Server, Perform
ance Point, BDC applications, CRM
, Sales SAP/Siebel and Finance Solutions built on SharePoint
•G
reat for staged deployments i.e. dev, test, authoring to production
Web
App
•Ideal for point solutions, Records M
anagement, for Legal H
olds, department solutions, and
groups of site collections•
Mem
ory isolation and separate SSP such as Search Solutions
Site Collection
•Support 100s-100K+ sites
•Ideal for Collaborative environm
ents including intranets, Projects, extranets•
Docum
ent Managem
ent where scale is into +TBs
Sites
•Inform
ation and aggregation Portals such as Intranets•
WCM
Internet sites with page libraries
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?
Live Workspace
• Small Business• Adhoc Quick• Cheap• Quick Projects• Partner to Partner
short life• Shared URL• Per SC Cost
SharePoint OnlineStandard
• Own URL• Shared Servers• Fixed Db Quota• Medium Cost• Per User Cost
SharePoint OnlineDedicated
• Enterprise• Dedicated farms• Dedicated AD• Hosted Exchange
Optional
SharePoint Hosti ng
3737
Don’t Forget Change Management with Staged Deployment
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
Critical Policy Decisions (Customization vs. Development)
VisualStudio
SharePoint Designer
IE/ Web UI
Dev Assets
Customizations
Portability
LimitedPortability
4242
Adoption is What Counts!
Understanding
Design
Implementation
Adoption
4545
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
Keep It Simple Stupid.
SharePoint Deployment Essentials & Governance Checklist
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
– New SharePoint Information Portal: http://SharePoint.Microsoft.com
• Join a SharePoint User Group!
51
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 migrationNotes Migrator for SharePointNotes application content to SharePoint migration
Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control
Thank You!
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Questions?