1. Welcome to the First Annual SharePoint Saturday Sacramento!!

2. Notes from the Field SharePoint Natural Disasters

3. Who Am I Principal Architect SharePoint SharePoint Migration Architecture Strategy Quest Software Convergent Computing Interlink Group Microsoft adam.woodruff@quest.com @adamhadm

4. Agenda The SharePoint Disaster Definition Solution Methodology for Success Customer Scenario (Notes From The Field) Customer Designation Issues Points to Success Lessons Learned Summary

5. Problem

6. Defined Organizations, Institutions and Departments have implemented SharePoint as a secondary process Unrealized expectations Failed Goals Outages In Short “SharePoint is a Disaster”

7. Solution SharePoint is Business Critical Design, Architecture, Analysis Measureable Goals Meet the Needs with stages for Features and Release

8. Methodology to Success

9. Project Life Cycle

10. Financial Customer

11. Issues SharePoint 2007 Standard SharePoint Content DB 1.6 TB (Single DB) Two Server Implementation 21 Days to recover Graphic and Media Files File Sizes up to 1 GB 200 Users Search Failure Metadata minimal Versions take up 80% of space

12. Guideline for Success Architecture to Scale for Requirements Define Business Goals Locate Resources Resell Intellectual Property Validate license validity Alert on license expiration Control Distribution of Market Establish Architecture Reduce Version(s) Workflow and Alerting Metadata Management (Content Types, Tagging) RBS Remote BLOB Storage Archiving Search Importance

13. Updated Strategy

14. Lessons Learned Small Organizations, Large Needs Financial Impact Defined Requirements Build to Needs and Measure for Success Governance at every level Recovery and Disaster Recovery

15. RBS Guidelines

16. HealthCare Customer

17. Issues SharePoint 2003 and SharePoint 2007 Implemented SharePoint 2010 internally 40 Site Collections 40 Content Databases Fabulous 40 Templates 71 Custom Templates 178,000 Public Folders Migration Failing Compliance Guidelines 12,000 Users

18. Guidelines for Success Determine the Proper Web Applications Isolation Security Boundaries Multi-Tenancy Permissions Management Site Definitions vs Stapling Features Storage Management Solutions Compliance Guidelines Reporting Reduction of Folder Structure Migration Process

19. Updated Strategy

20. Lessons Learned Reduction of Custom Site Definitions Business Requirements Reduction of Management Overhead Separate Migration Projects You don’t know what you don’t know Understanding usage and growth

21. Stapling Features Feature Stapling allows you to create a feature and then associate it with any site definition without ever touching the site definition files themselves Provision as WSP Multiple Articles on how this is done

22. Gas/Oil Customer

23. Issues SharePoint 2003 Multiple Event Handlers (30+) Company Split Customized Lists, Libraries, Sites SharePoint 2007 Unstable Lack of Governance from Site Level Field and Field Types Reserved Names Limited Migration Window Failed Backups Project Server Implemented and Removed

24. Guidelines for Success Define the Business Stake Holders Stabilize Target Environment Reduced Event Handlers Reduced Custom Templates Remove Project Server effect Define Success Criteria Validate Data vs Look and Feel Educate on Feature Deprecation Suspend Indexing during migration Validate Backup’s Performance Monitoring

25. Updated Strategy

26. Lessons Learned Migrations are complex Mistakes from the past Reserved Names Content Types Site Columns Feature Enhancements and Deprecation Communication Strategy

27. Site Columns When comparing the "create site column" screen of SharePoint 2010 versus the one in SharePoint 2007, the features are mostly similar except for three enhancements in 2010. These include:1. Column types for Rich Media and Managed Metadata.2. "Enforce unique values."3. Column validation

28. Summary

29. Lessons Learned Not Enough Analysis Business Goals are not defined Features are mis-understood Migrations are Messy Implementations are a process not a part time project Find a battle tested resource

30. Here to There

31. Key Takeaways Lessons Learned Expect surprises Planning and pilot will affect migration Performance of tool set Notes from the Field Integration Monitoring Maintenance

32. Questions adam.woodruff@quest.com @adamhadm

33. Don’t Forget SharePint!! Sponsored By….. Join us at 6:00 pm at BJs Brewhousefor a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!

34. Thanks to Our Sponsors