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Validating Your SharePoint 2013 Farm Before Go-Live• #SPSParis Session Number I05• Chirag Patel @techChirag• 30 Mai 2015 / May 30th, 2015
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About Chirag
techChirag.com@techChirag
Session Overview
Project Background & Requirements
SharePoint Review
SharePoint Issues
Implementation Gaps
Rollout Approach
Information Architecture
Summary
Business Transformation Programme
Corporate Performance Management
Consolidate Building Facilities
& Parking
Desktop Refresh
File Migration
Wi-Fi
SharePoint
Change Enablement
New ways of working…• Greater flexibility• Enabling staff• Deliver excellent service• Enabling better use• Modern tools• Paper-light environment• Introduce efficiencies
Matching Capabilities• Follow me desktop• Follow me telephony• Follow me printing• Follow me information
(EDM - SharePoint)• Collaboration (SharePoint,
Lync)
Supporting Technology Changes
Data Cleansing• Department file share
using 3rd party tool• Pre-migration - Enable
users to clean, create taxonomies, metadata, content types• Migration – File share replication to SharePoint
SharePoint User Feedback• Can’t find information
easily• Like the document library explorer view• Slow to navigate folder
structure• Like Gantt chart task view
Key Requirements
• SharePoint – replacement of file share and reduce storage• Able to find content quickly and easily• Maximise zero-code use of configuration• My Site – Personalised Taskpad• Site templates: Team, Project, Meeting• Self-service site creation• “Carrot and Stick” Design
• Check out/in enabled for all libraries• Versioning enabled for all libraries• Auditing and Reporting for all sites
Collaboration & Sharing
Many to manySharing and Collaboration
Project Group Collaboration
Meeting Groups & One to few sharing
LAN/WAN
Citrix
VPNor
Citrix
MDM
MDM
MySite
Administration Architecture
• SharePoint Farm Administration• Application Management &
Databases• Review Problems and Monitoring• Security• System & General Application
Settings• Backup & Restore
• Site Collections• Sub Sites• My Sites
SharePoint Review Scope
Governance and Service
Strategy
Architecture and Design
Service Delivery and Operations
Information Risk
Assessment
SharePoint Installation
and Configuration Health Check
Roles & Responsibilities
IT Service Provider
• SharePoint Infrastructure• Database Infrastructure• SharePoint Partner• Service Design & Model
Client
• Site Collection Provisioning & Administration• Permissions & Security
Groups• SharePoint Content/Data
Management
1. SharePoint Administrator?2. Database Creation?3. Site Collection vs Databases4. Site Collection User clean-up
SharePoint Testing
Scope• System Testing
• Web Parts on Landing page• View sites, tasks, events,
documents, from specific site• View Outlook emails, tasks,
calendar• Self-service site (collection) creation
• Hardware Infrastructure Testing• Integration Testing• Security Testing
• Based on Active Directory
Expected• SharePoint Infrastructure• SharePoint Security
• In transit• At rest
• SharePoint Service Applications• Custom SharePoint Features• Content Type Hub & Metadata• SharePoint Apps (i.e.
discussion)
Topology
Physical Host B
All SharePoint Databases
Physical Host A
Web Server
Web Server
AppServer
AppServer
Other SQL Databases
Physical Host D
All SharePoint Databases
Physical Host C
All SharePoint Databases
Crawl DB
Application Server –Distribution Service
Application Server – All Application Server Roles
Application Server –Distribution Cache Service
SQL Server installed and configured to support SQL clustering, mirroring, or AlwaysOn across both of the hosts.
Load Balancer
Physical Host A
Web Server
Physical Host B
Web Server
Up to four VMs can be combined onto one physical host if the host has sufficient CPU cores and RAM.
Dedicated application servers for the distributed cache service are recommended in environments that use social features, such as social feeds and microblogging.
Combining all application server roles onto one VM requires Windows Server 2012 which allows a greater amount of resources to be allocated to individual VMs.
Index Partition 0Replica 1a Replica 1b
Application Server – All Application Server Roles
Crawl DB Crawl DB
Web Server
Web Server
Current Topology Recommended Topology
Issues (1)
• Inability to create content type in Content Type Hub of the parent document• No functional requirements, non functional
requirements nor governance documents• No SharePoint Administrator• Failover test limited to web and application servers• SQL Server clustering shared with other LoB
databases• Farm administrator rights granted to power users without training
Issues (2)
• Unsupported custom code• Vendor based SharePoint code framework• Site definitions• Self-service site collection provision• My site host page customised with web parts
• No SSL on web apps• No SharePoint aware backups• Inability to restore site collections
• Single Content Database Architecture for all site collections
Customisation
• MySite host page• Global Navigation• Site themes• Changes to standard style elements• Inclusion of logos and colours• New functionality• Lync enabled members• Site collection and sites map
Governance
• SharePoint Administration is not Governance• Operational Governance vs SharePoint Governance
SharePoint Support
We shall do…• Store individual/team/dept. files• Sync and share content within
EDM framework• Basic and advanced training
for ‘superusers’• SharePoint guidance and help
documents• Training few IT proficient to be
SharePoint experts (2nd level support)
Gaps
• Platform not designed for fileshare• No EDM framework• SharePoint training vs IT
literacy• No experts other than
SharePoint partner
Electronic Document Management
Document OR Paper to Scan Storing Tracking Auditing Archiving
WORKFLOW
Roll-out Approach
• 10 week timeline for each department• Engaging Change Champions• Gather file structure• Largely mapped folder and document library• Training limited to “Open with Explorer” and site look
and feel• Variable 1-2-1 meetings difficult to measure• Missed opportunities for Information Architecture
(content types and metadata)
Information Architecture
Getting started…• Managed Metadata Service
Application – Department List• Content Type Hub – Document,
Excel, Powerpoint• Site Collection Model• Sites Model – Team, Meeting,
Project• Lists & Libraries – Risk, Issues,
Tasks, Document Library• Taxonomy – Document
classification metadata
Digging deep…• Functions
• Functional Grouping
• Templates or Forms
• Associated documents
• Sharing scope
• Storage
Summary
• Seek SharePoint Expertise• On board SharePoint team early on• Acknowledge SharePoint is big, complex & expensive• SharePoint Platform delivery is NOT implementation• Validate every detail and look for evidence to satisfy
work• Avoid biting more than you can chew• SharePoint: Work on it…
Thank you !
Merci !
