avoiding failed deployments part 2 interactive discussion by joel oleson

What the SharePoint Owners Manual Won’t Tell You… Avoiding

Failed Deployments and ChaosPart 2

Joel Oleson

www.sharepointjoel.com

Twitter.com/joeloleson

joel.oleson@quest.com

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Who is this guy...

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What Is Chaos? What does a failed deployment look like?

Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them

Server Proliferation – IT doesn’t meet needs of my dept. How long does it take to create a site for a project?

Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document?

What Is Chaos?

Information Management PainsBillG on Search and Information Management at CEO Summit

“The problem, really, is twofold.

The first is information overload. Faced with the endless deluge of data... how can we hope to keep up? … how can we stay focused on the tasks that are most important..?

The other problem is… information underload. We’re flooded with information, but that doesn’t mean we have tools that let us use the information effectively.”

Today’s IT Information Challenges

EmployeePortal

Project “X”Site

BusinessIntelligenceDashboard

ExtranetCollaborationSite

CustomSAPFront-End

GenevaOfficeSite

KnowledgeManagementPortal

R&DCommunity

RegulatoryComplianceRepository

CorporateWebPresence

Team “ABC”Site

SalesDivisionPortal

WeeklyIssue TrackingMeeting

The Long Tail

(Web based) applications and services

Pop

ula

rity

HeadThe set of popular products that caters to broad user segments.

TailThe set of apps that cater to more specific user segments.

The Long Tail of Enterprise Content

Enterprise Content and Applications

Use

r B

ase

Collaboration Team Sites(Unstructured content)

Web Portals(Structured content)

Highly Structured EnterpriseRepositories

Departmental solutions(Structured & Unstructured)

Common features across the spectrum include:- Authoring- Metadata/Taxonomy- Workflow- Search- LOB IntegrationTail

The set of applications and unstructured content (typically) that caters to teams.

HeadThe set of applications and structured content (typically) that caters to large audiences.

SharePoint StrategyU

ser

Base

KnowledgeManagementPortal

RegulatoryComplianceRepository

CorporateWebPresence

SalesDivisionPortal Custom

SAPFront-End

Team “ABC”Site

Project “X”Site

Weekly IssueTrackingMeeting

BusinessIntelligenceDashboard

R&DCommunity

GenevaOfficeSite

EmployeePortal

ExtranetCollabSite

Single Business Productivity Infrastructure leading to common:- Deployment Strategy- Development Strategy- End-user Experience

Enterprise Content and Applications

Business Platform

local local InfrastructureInfrastructure

(On premise)(On premise)

Hosted Hosted InfrastructureInfrastructure

(in the cloud - Software as a (in the cloud - Software as a Service)Service)

IT IT InfrastructureInfrastructure

(On premise)(On premise)

Where are you going today? IT Wake up call?

Deployment Governance Model

Corporate CommunicationsRead only (Search and Browse)Corporate

Business TaxonomyWith DivisionalStakeholders

PerUser

Workflow SelfService Approvalw/ Life CycleManagement

Permanent Division PortalsWorkflows, Scorecards, Dashboards, and knowledge

Delegated with Policy based managementAnd oversight

No sensitive data

Blogs, bios, Aggregation, Networking

CentralCentralPortalPortal

Map out your Information Strategy

1) Confront Reality2) Create a Governance Plan3) Get an Exec Sponsor4) Create the Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Invest in Scalable Information Architecture8) Don’t forget Change/Risk Management9) Adoption is What Counts10) Keep it Simple Stupid.

10 Steps To SharePoint Success

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What are you deploying?

SharePoint Governance Plan

PeopleRoles and responsibilities

ProcessHow to accomplish common tasks such as creating a new site or requesting new business requirements

TechnologyLeveraging features and tools to enforce policies through technology

PolicyCollection of principles - What site owners, designers, developers should/shouldn’t do

Clear Vision, Mission and Goals

Defaults have Faults

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Exec Sponsor with Vision &

Budget

Get me SharePoint or You’re FIRED!

Get me SharePoint or You’re FIRED!

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How long does it take to Deploy SharePoint?

SharePoint is Plastic. What is your Creation?

Telling the SharePoint Story

Choose your own adventure!

Cleverworkarounds.com

Two Types of Service Models

Out of the box (S

tandard)

Custom

(Dedicated)

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Functional Groups/Teams

Technical Domains of Knowledge

Auth-Auth-enticationentication

ClusteringClustering&&

Load Bal.Load Bal.

SharePoiSharePointnt

.NET.NET

SQLSQL

PowershellPowershellBatchBatch

ScriptingScripting

IISIIS

SP AdminSP Admin

Support & Troubleshooting Infrastructure Dependencies

EmailEmailSMTPSMTP

ADAD

NetworkNetworkIncluding Including BigIP & BigIP & FirewallFirewall

HardwareHardware

WindowsWindows(OS)(OS)

BackupsBackups

SecuritySecurity

SharePoinSharePoint t

AdminAdmin

SharePoint Solution Development Skills

VisualStudio

Web Web ServicesServicesXML & XML & SOAPSOAP

AJAX &Silverlight

Dev Lifecycle

.NET.NET

Packaged Solutions &

Features

C#C#VB.NETVB.NET

SharePoint SharePoint DevDev

SharePoint Solution Consulting Skills

RecordsRecordsMgmtMgmt

Doc MgmtDoc Mgmt

BIBIAnalysis Analysis

ReportingReporting

PortalsPortals

Web Web Content Content MgmtMgmt

CollabCollab+ wikis + wikis &Blogs&Blogs

Enterprise Enterprise SearchSearch

SP AdminSP Admin

Free Spin – Who’s at Fault?

Operations and IT Failures

Developer Failures

Project Management Failures

Business Deployment Failures

SharePoint Deployments are you ready?

Adapted from Tuckman and Jensen 1977

Joel’s Deployment ModelAre you trying to be a Are you trying to be a RockstarRockstar with the with the experience of a newbie?experience of a newbie?

Must Have Training And Resources

IW/KW Site Collection Administrator Training * – Most Important (Champs, Gurus, Pros) 1 day

Train key IT Pros, developers, designers –

(1 week typical, add incentive for certification) Brown Bags and Informal Internal end-user training

for business processes Service Offering Site: Online Resources

Training CBTs, Videos, FAQs Policy References, Education site with tutorials

and manuals End User Training Kit Gear up!

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Policies Support Services

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Containment Hierarchy

Joel's Cheat Sheet for Hosting

Commodity Hosting Examples

Adhoc Structured

Short term Long term

SharePoint ServiceSharePoint ServiceOfferingOffering

Multi Deployment/Global Model

Incremental Indexingover the WAN

(Federated Search)

SharePoint Shared Services Platform

Well Managed, High Availability, DR

SharePoint Shared Services Platform

Well Managed, High Availability, DR

Team SitesTeam Sites My SitesMy SitesCorporate PortalCorporate Portal App 1App 1 App 2App 2

Portal Information Arch exampleBuild initial site architecture and delegate

HomeHome

PayrollPayroll

SupportSupportT & E T & E

R & DR & D TrainingTraining

ExecutiveExecutive SalesSalesFinanceFinance ProductionProduction ITIT Customer Support

Customer Support

BODBOD

Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Source: The Burton Group

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Microsoft Operations Framework 4.0

http://go.microsoft.com/fwlink/?LinkId=116390

Reduce Confusion through Consolidation of 'like' services

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K.I.S.S.

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

CodePlex Governance Tools http://www.codeplex.com/governance

Join a SharePoint User Group!

SharePoint Deployment Essentials & Governance Checklist

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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

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