10 Steps to Successful Deployment (NZSPC Keynote) Joel Oleson Sr. Architect Quest Software

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1 10 Steps to Successful Deployment (NZSPC Keynote) Joel Oleson Sr. Architect Quest Software

2 Who is SharePoint Joel? 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

3 Watch Out for Killer Bunnies

4 10 Steps To SharePoint Success 1) Wake up and Confront Reality 2) Create a Plan 3) Exec Sponsor with Clear Vision 4) Create a Diverse Skilled Dream Team 5) Build Services not Stuff 6) Define Clear Policies and Standards 7) Invest in Scalable Information Architecture 8) Don t forget Change Management 9) Adoption is What Counts 10) Keep it Simple Stupid.

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8 IT Control User Empowerment

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10 Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner

11 SharePoint Governance 11 Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization Source: The Burton Group

12 Clear Vision, Mission and Goals TCO Standards and Consistency Provide Service and Solution Comon Doc & Collaboration Platform Intranet Brand Provide Business Process Optim Reduce Search time and promote reuse Kill Notes Licensing Provide Project Management Workspaces Help Desk KB Efficiency Internet WCM Reduce Litigation Risk

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14 Get me SharePoint or your out! Exec Sponsor with Vision & Budget

15 15 What is Deployment?

16 SharePoint is Plastic. Don t create Robot Barbie!

17 Cleverworkarounds.com

18 Two Types of Service Models Out of the box (Standard) Commodity Hosting Application Hosting Custom (Dedicated)

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21 September 2007 Data Governance: What Works And What Doesn t Data Governance Roles And Responsibilities

22 Joel s Deployment Model Are you trying to be a Rockstar with the experience of a newbie? Rockstar 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 Multi Stage Custom Development Custom Solutions BDC, Integration Business Applications

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25 Standardization Flexibility

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27 Containment Hierarchy * Farm Internet, Extranet, Intranet Servers Web Front End, APP, SQL * Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search * Site Collections Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting * Sites Wikis, Blogs, Team, Doc, Meeting Workspaces Lists Doc Lib, Pages, Events, Discussions, Surveys, etc Items Files, calendar items, contacts, customers, images, custom

Joel's Cheat Sheet for Hosting Dedicated Farm(s) Ideal for applications such as Project Server, Performance Point, BDC applications, CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint

28 Joel's Cheat Sheet for Hosting Dedicated Farm(s) Ideal for applications such as Project Server, Performance Point, BDC applications, CRM, Sales SAP/Siebel and Finance Solutions built on SharePoint Great for staged deployments i.e. dev, test, authoring to production Web App Ideal for point solutions, Records Management, for Legal Holds, department solutions, and groups of site collections Memory isolation and separate SSP such as Search Solutions Site Collection Support 100s-100K+ sites Ideal for Collaborative environments including intranets, Projects, extranets Document Management where scale is into +TBs Sites Information and aggregation Portals such as Intranets WCM Internet sites with page libraries

29 Mysites /personal Site Collections 1GB Self Service no approval req. Archive after AD object disabled SharePoint Service Offering Teams & Groups /sites Site Collections 5GB Self Service with approval workflow No confidential IP Life Cycle Ping at 1 year Portals & Dept Webapp Database Dedicated 100GB Help Desk provisioned Aggregation / LOB Apps / Doc Mgmt Adhoc Short term Structured Long term

30 Ready for the Cloud? SharePoint Hosting Live Workspace Small Business Adhoc Quick Cheap Quick Projects Partner to Partner short life Shared URL Per SC Cost SharePoint Online Standard Own URL Shared Servers Fixed Db Quota Medium Cost Per User Cost SharePoint Online Dedicated Enterprise Dedicated farms Dedicated AD Hosted Exchange Optional

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32 SharePoint Dev Life Cycle Dev Code Introduction Coexistence Test UAT Authoring POC Validate Prod Users Workflows BPM Dev Assets Visual Studio.WSP Customizations SharePoint Designer + UI Customizations

33 Critical Policy Decisions (Customization vs. Development) Portability Visual Studio Dev Assets Limited Portability SharePoint Designer Customizations IE/ Web UI

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38 K.I.S.S.

39 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

40 SharePoint Deployment Essentials & Governance Checklist

41 Resources and Plugs Joel s Blog SharePoint Governance Resources New SharePoint Information Portal: Join a SharePoint User Group!

42 Quest Solutions for SharePoint Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Site Administrator for SharePoint Discover, understand and manage your SharePoint environment 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 migrati 51

43 Thank You!

44 53 Enjoy the Conference!

45 54 Questions?

Who is SharePoint Joel?

Name: Title: Company: Joel Oleson Sr. Architect Quest Software Who is SharePoint Joel? 8 year SharePoint Veteran First SharePoint Admin! Sr. Technical Product Manager - SharePoint team Launch of SharePoint