Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

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

55

Wake up & Confront Reality

66

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

1313

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?

2828

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!

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 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!

5353

Enjoy the Conference!

5454

Questions?