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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
Watch Out for Killer Bunnies
10 Steps To SharePoint Success Wake up and Confront Reality Create a Plan Exec Sponsor with Clear Vision Create a Diverse Skilled Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.
Wake up & Confront Reality
Create a Plan or Plan to Fail!
Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner
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
Clear Vision, Mission and Goals
Get a Passionate Executive Sponsor
Get me SharePoint or your out! Exec Sponsor with Vision & Budget
What is Deployment? Build a Service NOT Install Software
SharePoint is Plastic. Don’t create Robot Barbie!
Telling the SharePoint StoryChoose your own adventure!
Cleverworkarounds.com Cleverworkarounds.com
Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
Policies Support Services
Create the Dream Team
Sample SharePoint Team SharePoint Site Collection Administrator(s) SharePoint Infra Admins Business Intelligence Collaboration SharePoint Designer or Business Analyst BusinessForms PlatformServices Portal Content Management Search Content Administrator SharePoint Developer(s)
Functional Groups/Teams
September 2007 “Data Governance: What Works And What Doesn’t” Data Governance Roles And Responsibilities
SharePoint Deployments are you ready? Adapted from Tuckman and Jensen 1977
Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?
Define Clear Policies and Standards
Defining Policies Consider charge back for App Hosting Use Site Collection quotas How do I handle a free SharePoint Designer? What should I do with Codeplex? Support for Third party solutions? Require Solution Deployments!!! (.wsp) IT Provisioned    Larger Quota      Permanent          Supported Dev env.            $$$ Charge Back Self Service    Smaller Quota      Quicker Expiration          OOB Adhoc Structured
Build for Today  Design for Tomorrow
Containment Hierarchy
Joel's Cheat Sheet for Hosting
SharePoint Service Offering Structured Adhoc Long term Short term
Ready for the Cloud? SharePoint Hosting
Don’t Forget Change Management with Staged Deployment
SharePoint Dev Life Cycle Customizations SharePoint Designer +  UI Customizations Dev Assets Visual Studio .WSP
Critical Policy Decisions (Customization vs. Development) Dev Assets Portability Limited Portability Customizations
SharePoint Dev Life Cycle Development Assets -> .WSPs Content Databases
Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390
Adoption is What Counts!
Understanding Adoption Design Implementation
Keep it Simple Stupid!

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Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

  • 1.
  • 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 Wake up and Confront Reality Create a Plan Exec Sponsor with Clear Vision Create a Diverse Skilled Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.
  • 5. Wake up & Confront Reality
  • 6.
  • 7.
  • 8.
  • 9. Create a Plan or Plan to Fail!
  • 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
  • 13. Get a Passionate Executive Sponsor
  • 14. Get me SharePoint or your out! Exec Sponsor with Vision & Budget
  • 15. What is Deployment? Build a Service NOT Install Software
  • 16. SharePoint is Plastic. Don’t create Robot Barbie!
  • 17. Telling the SharePoint StoryChoose your own adventure!
  • 19. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
  • 22.
  • 23. Sample SharePoint Team SharePoint Site Collection Administrator(s) SharePoint Infra Admins Business Intelligence Collaboration SharePoint Designer or Business Analyst BusinessForms PlatformServices Portal Content Management Search Content Administrator SharePoint Developer(s)
  • 25. September 2007 “Data Governance: What Works And What Doesn’t” Data Governance Roles And Responsibilities
  • 26. SharePoint Deployments are you ready? Adapted from Tuckman and Jensen 1977
  • 27. Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?
  • 28. Define Clear Policies and Standards
  • 29.
  • 30.
  • 31. Defining Policies Consider charge back for App Hosting Use Site Collection quotas How do I handle a free SharePoint Designer? What should I do with Codeplex? Support for Third party solutions? Require Solution Deployments!!! (.wsp) IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back Self Service Smaller Quota Quicker Expiration OOB Adhoc Structured
  • 32. Build for Today Design for Tomorrow
  • 34. Joel's Cheat Sheet for Hosting
  • 35. SharePoint Service Offering Structured Adhoc Long term Short term
  • 36. Ready for the Cloud? SharePoint Hosting
  • 37. Don’t Forget Change Management with Staged Deployment
  • 38. SharePoint Dev Life Cycle Customizations SharePoint Designer + UI Customizations Dev Assets Visual Studio .WSP
  • 39. Critical Policy Decisions (Customization vs. Development) Dev Assets Portability Limited Portability Customizations
  • 40. SharePoint Dev Life Cycle Development Assets -> .WSPs Content Databases
  • 41. Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390
  • 42. Adoption is What Counts!
  • 44.
  • 45. Keep it Simple Stupid!
  • 47. 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
  • 48. Cutting corners – “My Devs are My Admins” The SharePoint project is no longer SharePoint (it’s so custom and no longer supportable) “Production is test and dev, and where I introduce my service packs” SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.) Comon let this .DLL go... (require .WSP!) NOT Key takeaways today...
  • 49. SharePoint Deployment Essentials & Governance Checklist
  • 50. 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 New SharePoint Information Portal: http://SharePoint.Microsoft.com Join a SharePoint User Group!
  • 51. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control 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 migration 51

Notas del editor

  1. How SharePoint usually begins or organisationsIts all a question of balance
  2. TCO = Total Cost of OwnershipIt’s about what business outcomes you are after.Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  3. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  4. These service models provide a starting point to understand the cost implications involved with the solution types that you may want to implement.I want to host team collaboration sites and also my public facing web site on SharePoint.Team sites (Commodity)Public Web Site (Application)Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  5. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  6. Operational Roles – Not deploymetn roles