segundo semario de sharepoint en mexico por joel oleson
DESCRIPTION
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.TRANSCRIPT
Joel Olesonhttp://www.sharepointjoel.com@joelolesonQuest Software
10 Steps to Successful SharePoint Deployment
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
SharePoint is like Futbol
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 Control User Empowerm
ent
88
Create a Plan or Plan to Fail!
Over the next 2 years (2010) 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 Governance10
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
1212
Get a Passionate Executive Sponsor
Exec Sponsor with Vision &
Budget
Get me SharePoint or You’re FIRED!
1414
What is Deployment?
Build a Service NOT Install Software
SharePoint is Plastic. What is your Creation?
Two Types of Service Models
Com
modi
tyH
ost
ing
Appli
cation
Host
ing
Out o
f the b
ox (S
tan
dard
)
Cu
stom
(Dedica
ted)
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• $$$ Charge back• Dedicated• Virtual or Physical
Separation• Custom LOB
Integration• Business Focused Dev• Dev/Test
environments
2020
Create the Dream Team
Sample SharePoint Team
SharePointInfra Admins
SharePoint Site Collection
Administrator(s)
Content Administrator SharePoint
Developer(s)
BusinessIntelligence
BusinessForms
SearchContent
Management
Collaboration
PortalPlatformServices
SharePoint Designer or
Business Analyst
Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”
Joel’s Deployment Model
Newbie• WSS,
Collab, Blogs, Wikis, Doc Mgmt
Tween• Portal,
Search, My sites, Profiles
• WCM in place with approval
Teen• Excel
Services, KPIs
• Custom Web Parts
• Third Party Business Solutions
• Variations
Rockstar• Multi
Stage Custom Development
• Custom Solutions
• BDC, Integration
• Business Applications
Are you trying to be a Rockstar with the experience of a newbie?
•B
asic In
stall (B
AD
!)•
All O
n C
Driv
e•
No B
acku
p•
Resto
re C
om
ple
xity
Server•
All O
ne site
colle
ction
•N
ot C
onfigure
d: Q
uota
, Expira
tion,
Auditin
g, V
ersio
ns, W
orkfl
ow
s, Meta
Data
ca
ptu
re•
All ite
ms v
iew
defa
ult (fl
at)
List and Site
Collection
•O
ne d
ata
base
•D
b co
nfig (lo
g a
nd d
b lo
catio
n)
•N
o m
ain
tenance
pla
n
Database
Defaults have Faults
2828
Define Clear Policies and Standards
Standardization
Flexibility
Defining Policies
Consider charge back for App Hosting Use Site Collection quotas How do I handle a free SharePoint
Designer? What should I do with Codeplex? Support for Third party solutions? Require Solution Deployments!!! (.wsp)
Adhoc Structured
Self
Serv
ice
Sm
alle
r Q
uota
Q
uick
er E
xpira
tion
O
OB
IT P
rovi
sion
ed
La
rger
Quo
ta
P
erm
anen
t
Su
ppor
ted
Dev
env
.
$
$$ C
harg
e Ba
ck
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 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
Dedi
cate
dFa
rm(s)
•Id
eal fo
r ap
plica
tion
s such
as P
roje
ct S
erv
er, P
erfo
rman
ce P
oin
t, B
DC
ap
plica
tion
s, CR
M, S
ale
s S
AP
/Sie
bel a
nd
Fin
an
ce S
olu
tion
s
bu
ilt on
Sh
are
Poin
t•
Gre
at fo
r stag
ed
dep
loym
en
ts i.e. d
ev, te
st, au
thorin
g to
pro
du
ction
Web
App
•Id
eal fo
r poin
t solu
tion
s, Record
s M
an
ag
em
en
t, for Le
gal H
old
s, d
ep
artm
en
t solu
tion
s, an
d g
rou
ps o
f site co
llectio
ns
•M
em
ory
isola
tion
an
d se
para
te S
SP su
ch a
s Searc
h S
olu
tion
s
Site
C
olle
cti
on
•S
up
port 1
00
s-10
0K
+ site
s•
Ideal fo
r Colla
bora
tive
en
viro
nm
en
ts inclu
din
g in
tran
ets, P
roje
cts
, extra
nets
•D
ocu
men
t Man
ag
em
en
t wh
ere
scale
is into
+TB
s
Site
s
•In
form
atio
n a
nd
ag
gre
gatio
n P
orta
ls su
ch a
s Intra
nets
•W
CM
Inte
rnet site
s with
pag
e lib
rarie
s
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
3737
Don’t Forget Change Management (Staged Deployment)
The Right Tool for the Right Solution
VisualStudio
SharePoint
Designer
IE/ Web UI
Dev Assets
Customizations
Portability
LimitedPortability
TIP: Bundle your Dev Assets
WSP
Web Part DLL
Event Handle
r
CSS
Page
Image
SharePoint Dev Life Cycle• Code• Introducti
on• Coexisten
ce
Dev
• UAT• Authoring• POC• Validate
Test• Users• Workflows• BPM
Prod
Dev AssetsVisual Studio
.WSP
CustomizationsSharePoint Designer +
UI Customizations
SharePoint Dev Life Cycle
• Code• Introducti
on• Coexisten
ce
Dev
• UAT• Authoring• POC• Validate
Test• Users• Workflows• BPM
Prod
Development Assets -> .WSPs
Content Databases
4343
Adoption is What Counts!
Understanding
Design
Implementation
Adoption
4646
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.
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!)
NOT Key takeaways today...
SharePoint Deployment Essentials & Governance Checklist
Resources and Plugs
Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources (Checklist
& Gov Plans) http://technet.microsoft.com/en-nz/office/sharepoi
ntserver/default(en-us).aspx
Join a SharePoint User Group!
52
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
Muchos Gracias!
5454
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