What the SharePoint Owners Manual Wont Tell You Avoiding Failed Deployments and Chaos

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What the SharePoint Owners Manual Wont Tell You
Avoiding Failed Deployments and Chaos

• Joel Oleson
• www.sharepointjoel.com
• Twitter.com/joeloleson
• joel.oleson_at_quest.com

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Who is SharePoint Joel?

• 8 Year SharePoint Veteran
• 5 Years in MS IT
• 2 Years in SharePoint Product Team
• SharePoint Evangelist Consultant and Trainer
• Global Speaker
• Has eaten snake, jellyfish and crickets

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10 Steps To SharePoint Success

• Confront Reality
• Create a Governance Plan
• Get an Exec Sponsor
• Create the Dream Team
• Build Services not Stuff
• Define Clear Policies and Standards
• Invest in Scalable Information Architecture
• Dont forget Change/Risk Management
• Adoption is What Counts
• Keep it Simple Stupid.

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• Confront Reality

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• Have a Governance Plan

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SharePoint Governance
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• Governance uses people, process, technology, and
  policies to define a service, resolve ambiguity,
  and mitigate conflict within an organization

Source The Burton Group
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• Over the next 2 years (2010) less than 35 of
  sites with Windows SharePoint Services will put
  effective governance techniques in place.

Gartner
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SharePoint Governance Plan

• People
• Roles and responsibilities
• Process
• How to accomplish common tasks such as creating a
  new site or requesting new business requirements
• Technology
• Leveraging features and tools to enforce policies
  through technology
• Policy
• Collection of principles - What site owners,
  designers, developers should/shouldnt do

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No VISION Witness the AMAZING Survival of the
Headless Chicken
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Clear Vision, Mission and Goals
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Defaults have Faults
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• Get a Passionate Executive Sponsor

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Get me SharePoint or Youre FIRED!
Exec Sponsor with Vision Budget
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What is Deployment?

• Build a Service NOT Install Software

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SharePoint is Plastic. What is your Creation?
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Telling the SharePoint StoryChoose your own
adventure!
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Cleverworkarounds.com
Cleverworkarounds.com
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Two Types of Service Models
Out of the box (Standard)
Custom (Dedicated)
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• Create the Dream Team

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Sample SharePoint Team Training

SharePoint Infra Admins
SharePoint Site Collection Administrator(s)
Business Intelligence
Collaboration
BusinessForms
PlatformServices
Portal
Content Management
Search
Content Administrator
SharePoint Developer(s)
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Free Spin Whos at Fault?
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Operations and IT Failures
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Developer Failures
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Project Management Failures
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Business Deployment Failures
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Data Governance Roles And Responsibilities
September 2007 Data Governance What Works And
What Doesnt
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• Define Clear Policies and Standards

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Defining Policies

• Do I charge back for site hosting?
• What quota should I allow?
• Should I allow SharePoint Designer?
• What should I do with online web parts?
• Support for Dev Third party solutions?
• Solution Deployments!!! (.wsp)

IT Provisioned Larger Quota Permanent
Supported Dev env. Charge Back
Self Service Smaller Quota Quicker
Expiration OOB
Adhoc
Structured
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Policies Support Services
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• Build for Today
• Design for Tomorrow

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Containment Hierarchy
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Joel's Cheat Sheet for Hosting
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SharePoint Governance Model
 
Structured Portals And WCM
Central Portal
Collaboration
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Commodity Hosting Examples
SharePoint Service Offering
Structured
Adhoc
Long term
Short term
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Multi Deployment/Global Model
Incremental Indexing over the WAN (Federated
Search)
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Ready for the Cloud?
SharePoint Hosting
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Team Sites
My Sites
Corporate Portal
App 1
App 2
SharePoint Shared Services Platform Well Managed,
High Availability, DR
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Portal Information Arch example

• Build initial site architecture and delegate

Source The Burton Group
Site Visitors Registered Customers Site
Contributors Customer Support Team Site
Designers SharePoint Designers Site Managers
SharePoint Administrators
Site Visitors Everyone Site Contributors
Everyone Site Designers SharePoint
Designers Site Managers SharePoint
Administrators
Site Contributors Board of Directors Site
Designers SharePoint Designers Site Managers
SharePoint Administrators
Site Visitors Production Team Site Contributors
Research and Development Team Site Designers
SharePoint Designers Site Managers SharePoint
Administrators
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• Dont Forget Change Risk Management

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Dev IT Life Cycle Staged Deployment

• Release Management
• Configuration Management
• Operations Monitoring, Security Patch
  Management
• Communications Service Management
• Code Propagation Testing Deployment

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Microsoft Operations Framework 4.0
http//go.microsoft.com/fwlink/?LinkId116390
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• Adoption is What Counts!

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Understanding
Adoption
Design
Implementation
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• Keep it Simple Stupid!

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K.I.S.S.
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Keep It Simple Stupid.

• Do you really need that list def, site def, or
  wiz bang widget?
• Dont 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, its an
  easy win.
• Watch for Scope Creep it is very easy in
  SharePoint.

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NOT Key takeaways today...

• Cutting corners My Devs are My Admins
• The SharePoint project is no longer SharePoint
  (its so custom)
• Production is test and dev, and where I
  introduce my service packs
• SharePoint is a simple install... (cmon its a
  Microsoft app... No one will even notice it.)

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Announcing

• Quest Supported Certified Codeplex.com
  SharePoint Tools!
• SharePointForAll.com
• Community, betas, announcements, demos, requests,
  feedback
• SharePoint Multi-Farm Management Tool
  Assessment, Upgrade Eval, Consistency, Config
  Tracking Coming soon

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Resources and Plugs

• Joels Blog http//www.sharepointjoel.com
• SharePoint Governance Resources
• http//technet.microsoft.com/en-nz/office/sharepoi
  ntserver/default(en-us).aspx
• CodePlex Governance Tools
• http//www.codeplex.com/governance
• Join a SharePoint User Group!

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SharePoint Deployment Essentials Governance
Checklist
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Enjoy the Party...
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Questions?
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Why Quest?
Industry Support
World-Class Products Experience

• 18 million Mailboxes migrated to Exchange
• 4 million Notes GroupWise users migrated
  to Exchange
• 100,000 Notes QuickPlace DBs being migrated
  to SharePoint

March 2008 Quest Unified Communications Solutions
June 2007 Site Administrator for SharePoint Best
of TechEd Winner
Global Support
January 2007 Recovery Manager for Exchange Silver
Exchange Server Backup and Recovery

• 3300 employees in 70 offices in 29 countries
• 8 global support call centers
• Global partner program with 335 partners

June 2006 Quest Archive Manager Best Exchange
Product
Company Strength and Stability

• 631M in 2007
• Nasdaq QSFT

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Quest Solutions for SharePoint
Site Administrator for SharePoint Discover,
understand and manage your SharePoint environment
Quest SQL Server Solutions Maximize SQL Server
performance while simplifying tasks and providing
visibility and control
Quest Web Parts Enable rapid development
of SharePoint applications
Recovery Manager for SharePoint Granular
SharePoint recovery for enterprise-level needs
Migration Manager for SharePoint SharePoint
2003 to 2007 migration File Migrator for
SharePoint File shares to SharePoint migration
Public Folder Migrator for SharePoint Exchange
Public Folders to SharePoint migration Notes
Migrator for SharePoint Notes application content
to SharePoint migration
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Quest Complete Solutions
(Exchange, OCS)
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Quest Americas Field Engagement US
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Notes Compete Peter Burns, Global Sales
Specialist 1 617-797-6019 peter.burns_at_quest.co
m
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