sp2010 overview and upgrade planning, web content mavens

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SHAREPOINT 2010WHAT WEB MANAGERS NEED TO

KNOW BEFORE MAKING THE MOVE

Presented by

Wyn Van Devanter & Laurence Hart

July 21, 2010

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Overview

Who We Are MOSS 2007 v SP2010 SP2010 Features The Upgrade Question Planning an Upgrade Q&A

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Software developer Web application

development for almost 10 years

Much CMS work Current a SharePoint

Developer at Synteractive, a software/strategy consulting company in DC

Working in Content Management since the 90s

Director, Technology Solutions, Washington Consulting, Inc.

Author of “Word of Pie” Chair CM Pros Standards

Committee General Purpose Devil’s

Advocate

Wyn Van Devanter Laurence Hart

Who We Are

4Looking at SharePoint 2010

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2007 Microsoft Office System Logical Architecture

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Portal - Cross-enterprise site aggregation

Collaboration Web & Enterprise Content

Management Enterprise Search Business Intelligence Forms Driven Business

Process

Sites - build Communities

Collaboration (SP2007) Content – Enterprise Content

Management ‘ECM for the masses’ ‘feels like MS Office’

Search Insights

‘BI for Everyone’ Publish Excel spreadsheet to

make dashboard Composites

No-code custom solutions ‘Work with your data as if it

were in SharePoint’

MOSS 2007 SharePoint 2010

Categories of SharePoint

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Sites

New user interface Ribbon Modal dialogs

Offline synchronization Better Mobile Silverlight web part to embed Silverlight

apps comes OOTB

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Content

Enterprise content management Documents Records Digital assets Web content Managed metadata Document management

browse by metadata instead of hierarchy

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Communities

Check in/out, versioning, content approval More than one person can edit a Word

document or slides in a SharePoint library at the same time

Better tagging Social computing

better knowledge management, expertise database, feeds of colleagues

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Search

FAST Search integration Facet-like functionality

browse by metadata instead of hierarchy

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Insights

Business intelligence Business Connectivity Services (BCS)

Map your external data into SharePoint with XML Easier to write back to external data sources I.E., people, documents, list data and data from their

existing LOB system ─ all within the same set of results Easier tooling for getting external data Read/write solution in SharePoint Designer Free

PerformancePoint Access Services Excel Services Visio Services

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Composites

SharePoint customization using InfoPath and SharePoint Designer custom list views and forms

Site management and customization Workflow

Can reuse SharePoint Designer Workflows more readily

Create from Visio

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Technical Enhancements

Higher limits! List, site collection, etc. Central Administration (Redesigned) Digital Asset Management Health Monitoring Records Management Sandboxed Solutions Upgrade Windows PowerShell

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Developer Enhancements

Development from Windows 7 Easier packaging and deployment

Better point-and-click creation Object model enhancements

15 Considering the Move

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Should you Move?

The service pack dilemma Feature assessment

Intranet v Internet Products v Custom

Environment Service Pack 2 64-bit Licenses

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Basic Steps

Plan Test Validate Don’t Panic Plan Execute Validate

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Approaches

In-Place All or nothing (don’t forget your backups) Simplest, fastest Recommended only for smaller, internal sites

Database Attach Migration v Upgrade Can do partial migrations

Visual Upgrade Purely look-and-feel Allows for training to catch-up

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Early Tips

Separate 32-bit to 64-bit from MOSS to SP2010

Upgrade testing: Rinse-and-Repeat Farm in Production, farm in Test Check 3rd Party Tools Recreate views as needed List limits FAST is powerful but…

Consider separating Search Custom search pages need revamp to

leverage

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The Web Content Question

People do it with 2007 and 2010 is better XHTML compliant (Firefox and Safari) External Blob Storage (Rich Media) Easier page creation Streaming media Dynamic content Social media

Silverlight Your mileage will vary

Others are innovating Make the analysis just as with any other project

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SharePoint 2010 Upgrade Resources

Microsoft Upgrade Resource Center: http://msdn.microsoft.com/en-us/sharepoint/

ee514557.aspx

TechNet Upgrade and Migration for SharePoint Foundation 2010:

http://technet.microsoft.com/sharepoint/ee517215.aspx

TechNet Upgrade and Migration for SharePoint Server 2010:

http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx

Websites hosted on SharePoint:http://www.wssdemo.com/Pages/websites.aspx

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Questions and answers

Wyn Van Devanter

wvandevanter@synteractive.com

wyn@wyntuition.com

Laurence Hart

lhart@washingtonconsulting.com

pie@wordofpie.com