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SharePoint On Premise or In the
Cloud?



                     SharePoint 2010:
            IT Platform and Launch Readiness

                                    KMA Insights Webinar Series

                                                                       May 12, 2010



                                                                                                    (1)
Twitterhashtag#kmasp2010
    Twitter hashtag:                      Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

          This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.
Housekeeping Items


  Experiencing Issues?
        -Change color of your seat to RED

  Questions for Speakers?
        -Submit questions during webinar

  Twitter Discussion
        -#kmasp2010

  Feedback
        - Webinar Feedback
        - Next Steps/Moving Forward



                                                                                                    (2)
Twitterhashtag#kmasp2010
    Twitter hashtag:                      Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

          This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.
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)

                                                                       (3)
Twitter hashtag:                   Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                                         Twitterhashtag: #kmasp2010
SharePoint 2010 –
            IT Platform Overview
• Chris McNulty
  – Working with SharePoint
    technologies since 2000/2001
  – 20 years consulting and
    financial services technology
    (Santander, John Hancock,
    GMO, State Street)
  – KMA’s SharePoint practice lead
  – Microsoft
    MCSE/MCTS/MSA/MVTS
  – BC MBA in Investment
    Management
Agenda
• History & Background
• Platform Overview
         – Server
         – Client
• Upgrade & Migration
• Administration & Optimization




                                                        (5)
Twitter hashtag:    Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                          Twitterhashtag: #kmasp2010
History
• 2001: original release of                                                                  Users
  SharePoint
                                                               1,200,000,000
• 2003: expansion of libraries,                                1,000,000,000
  custom columns
                                                                   800,000,000
• 2007: site columns, business
                                                                   600,000,000
  data catalog and content types
                                                                   400,000,000
  become widespread; adoption                                                                        Users
  rate leads to explosive growth of                                200,000,000
  SharePoint content                                                                   -
• May 2010: release of SharePoint
  2010



                                                        (6)
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                                          Twitterhashtag: #kmasp2010
What we’ve been hearing…
                    and why we can’t wait
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
                                               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?

                                                            (7)
Twitter hashtag:        Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                              Twitterhashtag: #kmasp2010
What we’ve been hearing…
                    and why we can’t wait
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
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
                                               Support for managing large document stores,
                                               large imports, document lifecycle and
                                               records management?

                                                            (8)
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                                              Twitterhashtag: #kmasp2010
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.




                                                                (9)
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                                                  Twitterhashtag: #kmasp2010
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


                                                            (10)
Twitter hashtag:         Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                               Twitterhashtag: #kmasp2010
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



                                                      (12)
Twitter hashtag:   Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                         Twitterhashtag: #kmasp2010
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




                                                                (13)
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                                                   Twitterhashtag: #kmasp2010
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




                                                           (14)
Twitter hashtag:        Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                              Twitterhashtag: #kmasp2010
Client/Browser Technology
• Internet Explorer 7/8, Firefox and Safari are all
  supported.
• IE6 is not supported, so IT shops that had been deferring
  that upgrade should plan accordingly.
• 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


                                                           (15)
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                                              Twitterhashtag: #kmasp2010
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

                                                         (16)
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Client Demo
• New Clients
         – Firefox
         – Office Web Apps




                                                        (17)
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                                           Twitterhashtag: #kmasp2010
Predictable Upgrade

• Three paths
        –          In place
        –          Database upgrade
        –          Third party tools
• Process
        –          Pre-upgrade checker
        –          Visual Upgrade
        –          Resumable upgrade
        –          Progress reports
        –          Parallel DB upgrades


                                                                    (18)
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                                                       Twitterhashtag: #kmasp2010
Upgrade Demo
• PreScan Check
• Database Attach
• Visual Upgrade




                                                      (19)
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                                         Twitterhashtag: #kmasp2010
Logging, Monitoring, and Alerts

•      Unified Logging
                                                                           ULS Logs



•      Out-of-the-box reports
•      Richer Web Analytics                                                     Windows
                                                                                 Events




•      Open Schema
                                                                                                   Logging
•      SCOM Integration                                                           Page
                                                                                requests
                                                                                                     DB


                                                                                 Feature
                                                                                 Logging




                                                                           Health
                                                                            data




                                                            (20)
Twitter hashtag:         Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                               Twitterhashtag: #kmasp2010
Proactive Resolution

• Developer Dashboard
         – Empower developers and users
• Integrated Health Analyzer
         – Runs when necessary
         – Alerts anomalies
         – Fixes when it can




                                                        (21)
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                                           Twitterhashtag: #kmasp2010
Health and Monitoring Demo
• IT Management
         – Health Analyzer
         – Web Analytics
         – Developer Dashboard




                                                        (22)
Twitter hashtag:     Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                           Twitterhashtag: #kmasp2010
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
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)

                                                                     (23)
Twitter hashtag:                  Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                                        Twitterhashtag: #kmasp2010
Resources
• From Microsoft:
   – SharePoint 2010 site: http://sharepoint2010.microsoft.com
   – SharePoint Team Blog:
     http://blogs.msdn.com/sharepoint/default.aspx

• From KMA:
   – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
   – Web: www.kma-llc.net (now powered by SharePoint!) with
     white papers, blogs, archived presentations, news, and
     events
   – SharePoint Deployment Planning Services (SDPS), now
     available for 2010 planning
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


                                                               (25)
Twitter hashtag:            Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                                  Twitterhashtag: #kmasp2010
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




                                                      (26)
Twitter hashtag:   Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
                                         Twitterhashtag: #kmasp2010
In Closing…
- Webinar Feedback
- Upcoming Events & Future Topics

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KMA Insight Webinar: SharePoint 2010 Deep DiveDeck

  • 1. SharePoint On Premise or In the Cloud? SharePoint 2010: IT Platform and Launch Readiness KMA Insights Webinar Series May 12, 2010 (1) Twitterhashtag#kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.
  • 2. Housekeeping Items Experiencing Issues? -Change color of your seat to RED Questions for Speakers? -Submit questions during webinar Twitter Discussion -#kmasp2010 Feedback - Webinar Feedback - Next Steps/Moving Forward (2) Twitterhashtag#kmasp2010 Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.
  • 3. 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) (3) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 4. SharePoint 2010 – IT Platform Overview • Chris McNulty – Working with SharePoint technologies since 2000/2001 – 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) – KMA’s SharePoint practice lead – Microsoft MCSE/MCTS/MSA/MVTS – BC MBA in Investment Management
  • 5. Agenda • History & Background • Platform Overview – Server – Client • Upgrade & Migration • Administration & Optimization (5) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 6. History • 2001: original release of Users SharePoint 1,200,000,000 • 2003: expansion of libraries, 1,000,000,000 custom columns 800,000,000 • 2007: site columns, business 600,000,000 data catalog and content types 400,000,000 become widespread; adoption Users rate leads to explosive growth of 200,000,000 SharePoint content - • May 2010: release of SharePoint 2010 (6) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 7. What we’ve been hearing… and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle: 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? (7) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 8. What we’ve been hearing… and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle: 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 Support for managing large document stores, large imports, document lifecycle and records management? (8) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 9. 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. (9) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 10. 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 (10) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 11. Microsoft SharePoint Server 2010 … the bright frontier
  • 12. 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 (12) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 13. 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 (13) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 14. 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 (14) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 15. Client/Browser Technology • Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so IT shops that had been deferring that upgrade should plan accordingly. • 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 (15) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 16. 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 (16) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 17. Client Demo • New Clients – Firefox – Office Web Apps (17) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 18. Predictable Upgrade • Three paths – In place – Database upgrade – Third party tools • Process – Pre-upgrade checker – Visual Upgrade – Resumable upgrade – Progress reports – Parallel DB upgrades (18) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 19. Upgrade Demo • PreScan Check • Database Attach • Visual Upgrade (19) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 20. Logging, Monitoring, and Alerts • Unified Logging ULS Logs • Out-of-the-box reports • Richer Web Analytics Windows Events • Open Schema Logging • SCOM Integration Page requests DB Feature Logging Health data (20) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 21. Proactive Resolution • Developer Dashboard – Empower developers and users • Integrated Health Analyzer – Runs when necessary – Alerts anomalies – Fixes when it can (21) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 22. Health and Monitoring Demo • IT Management – Health Analyzer – Web Analytics – Developer Dashboard (22) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 23. 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 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) (23) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 24. Resources • From Microsoft: – SharePoint 2010 site: http://sharepoint2010.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx • From KMA: – Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) – Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events – SharePoint Deployment Planning Services (SDPS), now available for 2010 planning
  • 25. 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 (25) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 26. 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 (26) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • 27. In Closing… - Webinar Feedback - Upcoming Events & Future Topics