sharepoint 2010 – it platform and launch readiness

SharePoint 2010 – IT Platform and Launch Readiness

Chris McNultyKMA

Welcome to SharePoint Saturday – Washington DC

(2)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsdc Twitter hashtag:

Welcome to SharePoint Saturday – Washington DC

• Thank you for being a part of the largest SharePoint Saturday ever!

• Please turn off all electronic devices or set them to vibrate.

• If you must take a phone call, please do so in the hall so as not to disturb others.

• Open wireless access will time out after 40 minutes

• Feel free to “tweet and blog” during the session

• Thanks to our Platinum Sponsors:


Twitterhashtag: #kmasp2010 Twitter hashtag:

About Me

• Working with SharePoint technologies since 2000/2001

• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

• SharePoint practice lead at KMA• Write and speak often on Microsoft

information worker technologies• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar,

colonial history, photography• My family: Hayley, three kids (15, 6,

3) and my dog Stan



About KMA

o Full-service IT consulting firm established in 1995

o 25 employees: Partner, PM, Analyst, Developer, QA

o Industry expertise and focus: Professional Services, Life Sciences & Financial Services

o Microsoft technology focus:

• Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

• Working with SharePoint technologies since 2001

• Specialties in Collaboration: Portals, Communities and Content Management

Insight: Enterprise Search and Business Intelligence

Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)



Agenda

• History & Background

• Platform Overview

– Server

– Client

• Upgrade & Migration

• Branding

• Administration & Optimization

• Governance



History

• 2001: original release of SharePoint

• 2003: expansion of libraries, custom columns

• 2007: site columns, business data catalog and content types become widespread; adoption rate leads to explosive growth of SharePoint content

• May 2010: release of SharePoint 2010

-

200,000,000

400,000,000

600,000,000

800,000,000

1,000,000,000

1,200,000,000

Users

Users



What we’ve been hearing…and why we can’t wait

Tools for knowledge management and taxonomies

SharePoint should be like a corporate “Facebook”

Two way data synchronization

Better end user forms designer

Integrated data dashboards

Full offline client

Support for managing large document stores, large imports, document lifecycle and records management?

Some consistent requests from our clients during the SharePoint 2007 lifecycle:



What we’ve been hearing…and why we can’t wait

Managed Metadata Service Tools for knowledge management and taxonomies

Communities, Ratings, Tags SharePoint should be like a corporate “Facebook”

BCS Two way data synchronization

InfoPath 2010 Better end user forms designer

Performance Point Integrated data dashboards

SharePoint Workspace 2010 Full offline client

Yes, Yes, Yes, Yes! Support for managing large document stores, large imports, document lifecycle and records management?

Some consistent requests from our clients during the SharePoint 2007 lifecycle:



Congratulations!

o You’re the new SharePoint Administrator!!!o But…o You’re still responsible for:

• Exchange• Active Directory• SQL• Desktop• Help Desk• Network/Firewall• Cooking & Cleaning• Etc.



The Dilemma

o SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers)

o Time and focus are scarce resources!o Common pain points include

• Upgrades are complex and hard to monitor• Dispersed workforce, little control of browsers and Office versions• Hard to understand and troubleshoot “behind the scenes”

performance and capacity planning• Best practices not always understood or compared to system

health• “All or nothing” administration means IT must be engaged for all

admin responsibilities, even search

Microsoft SharePoint Server 2010 … the bright frontier



Platform Basics

• SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers require prep work.

• Windows Server 2008 or Windows Server 2008 R2 X64

• SQL Server 2005 x64 SP3 CU3

Or

• SQL Server 2008 x64 SP1 CU2

• May also need KB971831 - support token authentication without transport security or message encryption in WCF



Shared Service Applications

• The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application

• Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.]

• Crawl/index no longer a single server role

• In 2010, administration can be delegated– Key targets: Enterprise search,

metadata, user profiles



Managed Metadata Service

• Centralized shared hierarchies of tags and terms [taxonomy]

• Centralized governance of user-created keywords [folksonomy]

• Centralized sharing and publication of content types throughout the enterprise



Client/Browser Technology

• Internet Explorer 7/8, Firefox and Safari are all supported.

• IE6 is not supported, so don’t defer that upgrade!

• Most other browsers are still supported for Internet configurations

• Office 2010 includes optimizations for the new platforms

• Offline Access– 2007: used Outlook 2007 and Groove

– SharePoint Workspace 2010 integrates offline documents and lists



Office Web Applications

• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.

• In part, this enables simultaneous multiuser editing of Office documents:

– Excel in OWA, not client

– Word/PowerPoint on client only if file opened from a shared document library

– OneNote client or OWA



Client and Admin Demo

• New Clients

– Firefox

– Office Web Apps

– SharePoint Workspace

• Central Administration

– New Site Collection

– Shared Service Application

– Managed Metadata Service



Demo Screenshot - Firefox – Cross Browser



Demo Screenshot - Cross Browser Web Apps



Predictable Upgrade

• Three paths

– In place

– Database upgrade

– Third party tools

• Process

– Pre-upgrade checker

– Visual Upgrade

– Resumable upgrade

– Progress reports

– Parallel DB upgrades



Upgrade Demo

• PreScan Check

• Database Attach

• Visual Upgrade



Demo Screenshot - Pre-Attach Test

PS C:\Users\cmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebApplication http://kmamssd01

Category : SiteOrphanError : TrueUpgradeBlocking : FalseMessage : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e

e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is already used by a different site, in database (Id = [2cc0fc28-c1ff-4311-ac68-918229f5d834], name = [WSS_Content]), in the sameweb application. Consider deleting one of the sites which have conflicting urls.

Remedy : The orphaned sites could cause upgrade failures. Try detach and reattach the database which contains the orphaned sites. Restart upgrade if necessary.



Demo Screenshot - Upgrade Dashboard



Demo Screenshot - Original Upgrade



Demo Screenshot - Visual Upgrade



Branding

• 2007: Extensive Customization Possible, requires CSS and SharePoint Designer

• 2010: Branding and Themes Directly From Browser



Demo

• Branding in Browser

• SharePoint Designer



Logging, Monitoring, and Alerts

• Unified Logging

• Out-of-the-box reports

• Richer Web Analytics

• Open Schema

• SCOM Integration

ULS Logs

Windows Events

Page requests

Feature Logging

Health data

Logging DB

http://images.google.com/imgres?imgurl=http://api.ning.com/files/MSkY5K50pB2mD02AgzOnIUnjFf7Du4hPd30u0JfqdoziCaWWJlO9PKOgVxtZtCdLuGNvfOOTqZzFrLh-mvFYsOKg91gxn0m7/Excel.jpg&imgrefurl=http://datashaping.ning.com/profile/VincentGranville&usg=__sTBSrEUG-RCSVa5bBuRBphZGCTU=&h=321&w=388&sz=13&hl=en&start=2&sig2=AvI5TaaWsHWb7tIz6Kqteg&um=1&tbnid=KNBphhuWmyfA5M:&tbnh=102&tbnw=123&prev=/images?q=excel&hl=en&sa=N&um=1&ei=JBEWSvbOJoTUswOOnNDhCA



Proactive Resolution

• Developer Dashboard

– Empower developers and users

• Integrated Health Analyzer

– Runs when necessary

– Alerts anomalies

– Fixes when it can



Health and Monitoring Demo

• IT Management

– Health Analyzer

– Web Analytics

– Developer Dashboard



Demo Screenshot – Web Analytics



Demo Screenshot - Developer Dashboard



Demo Screenshot - Health Check



Governance

• SharePoint 2010 provides more opportunities, and ore importance for reengaging users and sponsors about governance issues than before

• Major tools

– Sandbox code

– Query governors

– Metadata

– Social tagging and ratings



Governance in SharePoint 2010

• SharePoint Designer– Now free (since 2008)– Allowed or denied– Restricted - PlaceholderMain

• Social tagging and ratings– I like it/I hate it– Ratings and adverse feedback

• ECM– Records management

• In place vs. Record Center

– Content Organizer– Who controls the lifecycle?



KMA & SharePoint 2010

o KMA is ready to help you today. Here’s how:

• Online content, blogs, articles available through www.kma-llc.net

• Monthly live seminars/webinars, recent topics:

SharePoint 2010 Collaboration Preview, MOSS/Project Server integration, SharePoint “in the cloud”, Office 2010 Preview

o Upcoming Events:

• TechEd 2010 New Orleans – SharePoint Adoption – June 9, 2010

• SharePoint 2010 Webinar – June 23, 2010 (BI & BDC?)

o Standard Offerings

• SharePoint Health Check - 1-2 day fixed price engagement

• SharePoint 2010 Readiness 2 day fixed price engagement

• SharePoint Deployment Planning Services (SDPS)

• [Microsoft Office] Business Value Planning Services (BVPS)

http://www.kma-llc.net/




Twitterhashtag: #spsdcTwitter hashtag:

Summary• Biggest technical changes

– 64-bit only – IE7/8 & Firefox– Shared Service Applications

• Upgrade choices– In place– Database attach– Third party content migration tools

• New functions– Managed metadata– Performance Point Dashboards and Business Data Connectivity– Communities and Personalization

• Additional changes– Developer Dashboard– Office Web Applications– Scalable Search Topology– New governance tools and requirements



Session Evaluation

• Please complete and turn in your Session Evaluation Form so we can improve future events.

• Presenter:– Chris McNulty

• Session Name:– IT Platform – Upgrade and

Launch Readiness



Q&A

• Open Questions

• Contact Me

• Ask the Experts

• Prizes!



Ongoing Activities

• Remember to visit the Exhibit Hall– Play Sponsor Bingo to be eligible for raffle prizes at the

closing session!

• Visit the SharePoint Users’ Groups in the Lower Gallery and meet the Booth Babes!

• Talk with other SharePoint professionals in the Upper Gallery for “Ask the Experts”

• Watch a webcast of free Microsoft training in the Gymnasium



Thanks to our Sponsors



Thank you…

• Contact Details

– Email cmcnulty[at]kma-llc[dot]net

– Blog http://blogs.kma-llc.net/microknowledge

– Twitter: http://twitter.com/cmcnulty2000

– LinkedIn:http://www.linkedin.com/in/cmcnulty

mailto:[email protected]






http://blogs.kma-llc.net/microknowledge



http://twitter.com/cmcnulty2000

http://www.linkedin.com/in/cmcnulty

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