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Is Your SharePoint Really
Healthy?
What’s the Right Prescription?


                        Presented By: Richard Harbridge
                              #SPHealth @RHarbridge




#SPHealth @RHarbridge
Who am I?



                                      Boston
                                    Washington




#SPHealth @RHarbridge
SPTechCon
                        The SharePoint
                        Technology Conference




#SPHealth @RHarbridge
Why does this topic matter?
     We find the issues in SharePoint typically when
     SharePoint upgrades, new third party components,
     new solutions and significant changes are made to
     SharePoint.

     This results in high costs and greater delays than if
     many of those issues had been discovered earlier.



#SPHealth @RHarbridge
What we will be talking about…
      1. What is a SharePoint Prescription?
      2. SharePoint Preventative Care
      3. SharePoint Palliative Care
      4. SharePoint Curative Care
      5. SharePoint Incident Reporting
      6. SharePoint Health Assessments



#SPHealth @RHarbridge
Our Goal Today…

              From Here   To Here




#SPHealth @RHarbridge
What is a
            SharePoint Prescription?




#SPHealth @RHarbridge
Why do you need a Prescription?




#SPHealth @RHarbridge
What is a Prescription?
       It’s a health-care program implemented by a physician
      that governs the plan of care for a patient.

       They typically contain orders to be performed by
      patients, caretakers, nurses, pharmacists or other therapists.

       They indicate that the prescriber takes responsibility for
      the clinical care of the patient and in particular for
      monitoring efficacy and safety.


#SPHealth @RHarbridge
What is a SharePoint
                  Prescription?
       It’s a health-care program implemented by a by an expert
               technology-care program implemented physician
                                          patient.
      that governs the plan of care for a SharePoint implementation.

       It typically contains orders to be performed by patients,
                                                          system,
      administrators, developers, architects or other experts.
      caretakers, nurses, pharmacists or other therapists.

       It indicates that the prescriber takes responsibility for the
      clinical care of the patient and in particular for monitoring
                           system
      efficacy and safety.


#SPHealth @RHarbridge
The Outcome
An effective and personalized prescription is
            what we really want.




#SPHealth @RHarbridge
What to watch out for…
        Even with an effective prescription
        you must follow it in order for it to
                   be effective.




#SPHealth @RHarbridge
SharePoint
                   Preventative Care




#SPHealth @RHarbridge
What is Preventative Care?
      Measures taken to prevent diseases (or injuries) rather than
     In SharePoint Terms? their symptoms.
      curing them or treating

     The pro-active actions you plan for, schedule and execute to
     mitigate or prevent issues from occurring in your SharePoint
     implementation.




#SPHealth @RHarbridge
SPDisposeCheck




#SPHealth @RHarbridge
Sandboxed Solutions




#SPHealth @RHarbridge
Deployment Processes




#SPHealth @RHarbridge
Site Provisioning Process
                           Having a site provisioning
                           process is a preventative
                           measure and provides the
                           following benefits:
                           • Explains and enforces
                             information architecture and
                             user interface standards.
                           • Improves search and
                             navigation.
                           • Provides consistent
                             application of site and
                             content access permissions.
                           • Mitigates legal and
                             compliance issues.
#SPHealth @RHarbridge
Quotas and Locks
                                  Configuring Quota’s and Locks
                                  is a preventative measure.
                                  • It may be a way to halt users
                                    from adding content to an
                                    ‘archived’ or transitioning
                                    environment.
                                  • It may be a way to ensure
                                    that a site collection (and it’s
                                    database) do not grow
                                    beyond a certain limit
                                    without IT intervention.




#SPHealth @RHarbridge
Database Growth Example
                        A site collections content database is 60GB in total size.
                        Preventative Action: Set a quota (w/ notification) to
                        warn if the content database goes beyond 80GB in size
                        and schedule reports on storage space and database
                        growth.




#SPHealth @RHarbridge
The Outcome
   You are able to prevent many potential
 SharePoint issues through careful planning.




#SPHealth @RHarbridge
What to watch out for…
          No one wants to do preventative
                 care or pay for it.
             “It won’t happen to me.”




#SPHealth @RHarbridge
SharePoint
                        Palliative Care




#SPHealth @RHarbridge
What is Palliative Care?
      Any form of medical care or treatment that concentrates on
     In SharePoint severity of disease symptoms, rather than
      reducing the Terms?
      striving to halt, delay, or reverse progression of the disease
     Targeting and fixing symptom like issues within your
      itself.
     SharePoint implementation without targeting or solving the
     root cause.




#SPHealth @RHarbridge
When to use Palliative Care
                                            When curing the symptoms of
                                            an issue is all you can do.
                                            • You are unable to make sense
                                              of the underlying issue (don’t
                                              know what it is).
                                            • You are under artificial
                                              constraints that make the
                                              potential solutions for the
                                              underlying issue infeasible
                                              until a later time.
                                                • Budget/Time/Scope
                                                • Awaiting Technology
                                                  Improvements (Upgrade)
          Cynefin (Dave Snowden Explains)
#SPHealth @RHarbridge
SharePoint Example
                        A site collections content database is 60GB in total size.
                        Preventative Action: Set alert to warn if the content
                        database goes beyond 80GB in size and schedule
                        reports on storage space and database growth.
                                  The content database grows quickly to 100GB in total
                                  size. The warnings have been sent out.

                                  Palliative care would be to either split the content
                                  database up or to adjust processes so that the content
                                  DB can continue to grow beyond 100GB.




#SPHealth @RHarbridge
The Outcome
Symptoms of an underlying SharePoint issue
 are resolved to decrease the impact of the
        underlying SharePoint issue.




#SPHealth @RHarbridge
What to watch out for…
           When a symptom is treated it
         doesn’t cure the underlying issue.




#SPHealth @RHarbridge
SharePoint
                        Curative Care




#SPHealth @RHarbridge
What is Curative Care?
          Actions that seek to cure the existing disease
          or medical condition.
     In SharePoint Terms?
     Solve the underlying issue/problem so that it no longer
     exists in your implementation.




#SPHealth @RHarbridge
There is no
magic pill.




#SPHealth @RHarbridge
SharePoint Example
                        A site collections content database is 60GB in total size.
                      Preventative Action: Set alert to warn if the content
          The content database actually went from 60GB to 100GB in the course of
                      database goes beyond 80GB in size and schedule
          one day.
                      reports on storage space and database growth.
          Through investigation it is determined that a workflow
                                  The content database grows quickly to 100GB in total
          was causing the issue. Extra The warnings have been sent out.
                                  size. versions of all documents in
          a library were created on an infinite loop (until the server
          automatically stopped the process). would be to either split the content
                                  Palliative care
                                  database up or to adjust processes so that the content
          Curative care would beDB can continue to grow beyond 100GB.
                                   to remove the workflow and perform corrective
          Governance adjustments (adjust Sharepoint Designer permissions, adjust
          Quota policies, and to train the SharePoint Designer workflow developer).




#SPHealth @RHarbridge
Do I Need To?

                  Before you go through a medical procedure
                  the doctor would explain the procedure and
                  the risks, options and alternatives allowing
                  the patient to make an informed decision
                  about whether the risk was worth it.

                  We must do the same with SharePoint
                  solutions – the risk is theirs to take, not ours.




            Not if there are no known or identified issues.

#SPHealth @RHarbridge
The Outcome
 Through careful focus and identification we
     can ‘cure’ many SharePoint issues.




#SPHealth @RHarbridge
What to watch out for…
           We cannot cure something if we
            don’t know enough about it.




#SPHealth @RHarbridge
SharePoint
                 Health Assessments




#SPHealth @RHarbridge
When to Assess
     When not scheduled it’s still important to
     perform assessments after any “curative” action
     is performed.
     “It indicates that the prescriber takes responsibility for the clinical
     care of the system and in particular for monitoring efficacy and
     safety.”

     Additionally it may be best to perform one after
     significant palliative or preventative measures are
     taken.


#SPHealth @RHarbridge
Mental or Physical?
                               Physical health without mental
                               health is not ‘healthy’.

                               In a SharePoint Implementation:
                               Physical Health = Technical Health
                               Mental Health = Business or
                               Non-Technical Health

                               If you have business or non-
                               technical issues you may not have
                               a healthy SharePoint
                               implementation.




#SPHealth @RHarbridge
Business Strategy Assessments




#SPHealth @RHarbridge
• Why are we using SharePoint within our Enterprise?
        • What are we currently using SharePoint for within our Enterprise?
        • What are the future uses for SharePoint within our Enterprise?
 • What are we currently using SharePoint for
   • How is SharePoint helping us achieve our business goals?
        • What are our SharePoint objectives and their priority?
   within our Enterprise?
        • What are our SharePoint initiatives and their priority?
        • How do our SharePoint initiatives align with our SharePoint

   •
     • What are ways we can reduce inefficiencies and duplication?
            objectives?
         Are we using it as our primary document
        •management platform?
            What groups are doing similar initiatives and how can we help?
        • What are the related systems, applications and services we have
     • Are we using it to meet external web content
            within our enterprise?
        •management needs? SharePoint initiatives?
            How is the business prioritizing
   • Who are the people or key areas of the business involved in setting the
     • strategicwe using our as an application delivery
         Are direction for it SharePoint implementation?
   • What areas of the business offer the most opportunity for growth?
        platform?
   • How are you communicating strategic changes or initiatives related to
       SharePoint in your organization?
   • How are you allocating costs?
#SPHealth @RHarbridge
Technology Strategy Assessments




#SPHealth @RHarbridge
• What are the known current SharePoint Initiatives?
      • What are the known future SharePoint initiatives?
      • Am I using all the features our organization is paying for?
      • Are we using any of the features incorrectly?
 • Am I using all the features our organization is
      • What are the related business applications and services?
         • Do any contain duplicate features/functionality?
   paying for?
         • Are any being retired/eliminated in the future?
      • What are the technical objectives for SharePoint within the
        organization?
         • How are these technical objectives prioritized?
      • What are our current and future licensing plans with SharePoint?
      • Do you have a communication plan?
         • When do communications occur?
         • What must the communications contain?
         • Who are the contacts for key responsibilities?




#SPHealth @RHarbridge
Analytics for Management
                          Do you know what people are
                          doing in your SharePoint
                          implementation?
                          • What content is the most
                            popular and where are
                            people going/coming from?
                          • What are people searching
                            for and what are they not
                            able to find?
                          • How fast are your sites
                            growing? How big are they
                            getting?

#SPHealth @RHarbridge
Governance Assessments
        • Do you have clearly defined Governance teams, committees
          or boards?
           • Are the roles and responsibilities of the membership
              clearly defined?
           • Is all of the membership engaged?
           • Does the membership rotate?
        • How often are your members getting together?
           • What are the reasons your Governance teams,
              committees or boards get together?
           • Are the outcomes of these meetings actionable?
        • Do you have a Governance Site (and Governance Plan)?
           • What is within your Governance Site?

                        The Five Teams You     SharePoint SharePoint
                        Need For Effective     Governance Standards
                        SharePoint             Document   Online
#SPHealth @RHarbridge   Governance             Listing
Have the teams/roles in use?
There are typically 5 teams for SharePoint Governance:
 Business Strategy Team
 Initiatives/Technical Strategy Team
 Tactical Teams:
       Tactical Operations Team
       Tactical Development Team
       Tactical Support Team


#SPHealth @RHarbridgeYou
   The Five Teams          Need For Effective SharePoint Governance
Governance Deliverables
   Aggregate/Reference Document or Site
      (Contains all SharePoint Info – Single Point of Reference)
   Objectives/Priorities
      (Tech/Business)




               SharePoint Governance
#SPHealth @RHarbridge                  Document Listing
Operations Deliverables
 Objectives/Priorities
 Disaster Recovery Plan
 Storage and Quota Policies
 Monitoring Plans
 Maintenance Plans
 Service Level Agreements
 Security Policies
 Deployment Process, Policies, and Schedule
               SharePoint Governance
#SPHealth @RHarbridge                  Document Listing
Development Deliverables
 Objectives/Priorities
 Branding Guide
 SharePoint Designer Policy
 Workflow Policy
 Development Standards (Including OOTB vs Custom)
 Development Environment Policy
 Testing Requirements
 Deployment Process, Policies, and Schedule

#SPHealth @RHarbridge
                        SharePoint Standards Online
Support Deliverables
 Objectives/Priorities
 Site Classification and Platform Classification
 Site Provisioning Process/Questionnaire
 User Expectations Agreement
 Roles and Responsibilities
 Support Agreement(s)
 Training and Communication Plans
 MySite Policies (Pictures)…

               SharePoint Governance
#SPHealth @RHarbridge                  Document Listing
Support Deliverables
 User Lifecycle Policy
 Taxonomy Management
 Social Policies
 Content Standards
 Legal and Compliance Policy
 Search Management



                        SharePoint Standards Online
#SPHealth @RHarbridge
Infrastructure Assessments

                         Are there problems in your
                         server farm?
                         • What are the current
                           problems?
                             • Where are the problems?
                             • What are the solutions
                               for these problems?
                         • Awesome Tip?
                             • Turn on alerts for this list.

#SPHealth @RHarbridge
• Who is responsible for what when it comes to SharePoint infrastructure?
     • Do they have a backup?
     • Do they have the knowledge and training they need?
  • Have you ever deviated from the default settings? Why and when?
  • How are you monitoring SharePoint?
• Have you ever deviated from the default
     • Do you know when a content DB’s size is approaching it’s
        recommended limit?
  settings? Why and when?
     • Do you know when the site count of a site collection is approaching
        it’s recommended limit?
     • Do you know when the site collection count in a content database is
        approaching it’s recommended limit?
  • What quotas have you configured for SharePoint?
     • How do you handle requests for a larger quota?
  • What quotas have you configured for
     • What is the maximum quota?
  • Do you have errors in your event logs?
    SharePoint?
  • Do you have errors in your SharePoint logs?
     • you have errorstheyour SQLsettings for storing logs?
  • HaveHow do you handle requests for larger
  • Do
          you changed
                       in
                           default
                                   logs?
  • Howquotas? to grow do each of your logs have?
         much space
      • What is the maximum quota?
#SPHealth @RHarbridge
• How many servers do you have in your farm? (and possibly how many
    farms?)
  • How many web applications do you have in your farm?
  • How many site collections do you have?
     • How many databases do you have?
     • How large are your databases?
     • How many SQL Server Instances do you have?
     • How many users are using your SharePoint site collections?
     • How many requests per second are you seeing?
  • How many sites do you have?
  • How many documents do you have?
     • What is the highest document size?
     • What is the average document size?
  • What are your resource throttling settings?
  • What other technologies are you using with SharePoint?
     • Are you using ISA or Forefront?
     • Are your users using Micrsoft Groove or SharePoint Workspace?
     • What is the current version of Microsoft Office you are using?
     • Are you using Office Communication Server or Lync?
     • Are you using Microsoft System Center products? Which ones?
#SPHealth @RHarbridge
Backup and Recovery Assessments




#SPHealth @RHarbridge
• What is your Disaster Recovery plan for your SharePoint
    implementation?
     • Do you perform a fire drills based on your plan? When was the last
        one and how often do you do them?
  • How do you provide single file recovery? (version control, recycling bin,
    DPM, etc)
  • How do you provide single or multiple site recovery?
  • How do you provide server recovery?
  • How do you provide data center recovery?
  • Are you storing excess or unnecessary (unused) data in your SharePoint
    farm?
     • What are the costs of this storage?
     • Why is it being stored?




#SPHealth @RHarbridge
Performance Assessments
 If we can save 2 seconds of loading time does it matter?

 Let’s say you are a law firm and you have 300 attorneys.
 The typical Attorney bills at $300.00 per hour. Attorneys
 visit this page roughly 50 times per day and we assume
 a Calendar year of 280 billable days (because we all work
 too much)…

That is roughly $700,000.00 worth in billable time
  saved per year to deliver more value to clients.
           ($25.00 per second for 28,000 seconds per year).
#SPHealth @RHarbridge
• How is SharePoint performance?
   • What are the bandwidth costs associated with SharePoint?
      • What are the costs associated with transferring redundant data
         around your farm?
   • What are my slowest performing pages?
   • How heavy are my SharePoint pages?
   • Are you using caching in your SharePoint implementation?
      • Are you using Output Caching?
      • Are you using Disk Based Caching?
      • Are you using Object Caching?
   • Are you using IIS compression?
   • Are you monitoring SQL Server Latency?
      • Is your latency 10 milliseconds or less for the Temp Database?
      • Is your latency 10 milliseconds or less for the Search Database?
      • Is your latency 20 milliseconds or less for the Database Log File?
   • Do you have pre-negotiated SLAs for first time load of a site, subsequent
     loads of a site, and performance at remote locations?
#SPHealth @RHarbridge
Analytics for Performance
                         Are you monitoring all the things
                         you should be?
                         • What are your slowest pages?
                         • What lists or sites are becoming
                           very large?
                         • Two Key SharePoint 2007 Tips:
                             • Look at the reports available
                               in SharePoint Designer.
                             • Explore
                               “_layouts/usagedetails.aspx”


#SPHealth @RHarbridge
Resource Monitoring and Throttling
          Wait a second… I have SharePoint 2007 (or 2003)!
                                               Are there performance
          • Large list views and lists with many lookup columns lists or
                                               problems with large
            have performance challenges. queries?
          • If you are upgrading to SharePoint 2010 this is also
                                             • What are the realistic limits
            important to understand as the default list views and lookup
                                                 for throttling
            limits may impact user experience. columns to protect server
          • SQL Scripts (Read Only) and API callsperformance and user
                                                  can help identify
                                                 experience?
            what lists you do have over the default throttle
            settings, and which have a larger • What are the dangers of
                                                lookup count.
          • Preventative Measures:                 DDoS and DoS attacks and/or
                                                   your servers running out of
            Selectively indexing large list columns can help (up to
            10 columns), building smarter more resources based on existing
                                                    efficient views
            (1st filter), CAML/Search alternatives…jobs and PUT/POST requests?

#SPHealth @RHarbridge
Support Assessments




                                      SharePoint
                                      Standards
#SPHealth @RHarbridge                   Online
• What kind of SharePoint support do you currently provide?
         • Do you provide help material such as Manuals, Course Guidebooks,
           Workbooks, How To, Tutorials, or Demonstrations?
         • How do you train users on SharePoint?
    • How do you currently provision your sites?
         • How do you determine where each site should live?
         • Who owns the site and who supports the site?
    • How do you communicate new features, initiatives, or changes to
       SharePoint to your users?
    • How many SharePoint support requests do you currently get?
         • How are these categorized?
         • How are these assigned and escalated?
         • How many are effectively responded to?
         • How many are closed with success?
    • Do you leverage/contribute to an internal knowledgebase for SharePoint
       support?
    • Do you have clearly defined SLAs for support and problem resolution?
    • Do you offer face to face learning or unstructured/semi-structured
       environments for learning? (Lunch and learns, after hours discussions,
       communities etc)
#SPHealth @RHarbridge
Multiple Tiers for Escalation
                        (You can’t know everything)



                                           Tactical Support Team


                                                 Help Desk


                                            Site Administrators


                                                 End Users


                                       Learning Libraries/Online/Help



#SPHealth @RHarbridge
Diversify Support
                  resources/mediums
  Books and Manuals
  Online
         MSDN         Forums
         TechNet      Help
         Blogs        Etc
  Cheat Sheets
  One on One
  Classroom Training
#SPHealth @RHarbridge
Taxonomy Assessments




#SPHealth @RHarbridge
• Do you have a site map that represents the current site structures?
      • Does this clearly indicate recommended containment hierarchy?
   • Do you have a site map that defines future site structures?
   • Are you using Content Types?
   • Are you using metadata to help make content easier to organize and find?
   • Are you using site columns?
   • Are you using and managing Term Sets?
   • Do you have tagging guidelines?
   • Are you managing keywords?
   • Are you using and managing Site Directories?
   • Do you have classifications based on type of use?
      • Communications based (publishing) portal/sites/collections?
      • Team based collaboration sites/collections?
      • Application/services based sites/collections?
   • Are you checking for dead links?
   • How well is your site structured?
   • Can people find what they are looking for?
#SPHealth @RHarbridge
Security Assessments



                        OR




#SPHealth @RHarbridge
• How secure is your SharePoint environment?
   • Do you have PII (Personally Identifiable Information) in your
     environment? Is it secured and audited?
   • How well are permissions managed in your SharePoint environment?
   • Have you ever deviated from SharePoint’s default security levels?
      • In what site collections?
      • What was the reasoning/need behind creating your own security
         levels?
   • How can security be improved in your SharePoint environment?
   • How can you more effectively monitor, manage, and maintain security in
     your SharePoint environment?
   • Do you have separate/specific site collections or web applications for
     confidential data which are more tightly controlled, audited, and
     managed?



#SPHealth @RHarbridge
Development Assessments




                        Customizations
                            Ahead

#SPHealth @RHarbridge
• Do you have clearly defined Development Standards?
   • What third party products are we using in our SharePoint environment?
        • Where are they available? Who can use them?
   • What is the status of these non-Microsoft products?
        • Are there newer versions available?
   • How is custom code performing within our SharePoint environment?
        • Are you disposing of SharePoint objects correctly?
        • Are you using best practices when querying or working with
            SharePoint objects?
   • Do you know how many workflows have been created within your
       SharePoint environment?
        • Do you know what they do?
        • Do you know who owns them?
        • Do you know what they were developed using? (SharePoint
            Designer? Visual Studio? Third Party Product?)
   • Who is using SharePoint Designer?
   • How do you test your SharePoint environment when an update is made
       to it?
        • When new code is added or a third party product?
   • How are you storing older versions of configurations, code and compiled
       components?
#SPHealth @RHarbridge
Integration Assessments

                When I Say “SharePoint Integration”
                  You Probably Think Of This...




#SPHealth @RHarbridge
• Is your SharePoint implementation part of an overall enterprise
     technology plan?
   • What are the current systems and applications in place?
       • What are the application and system lifecycles?
   • Is there duplicated content that is contained in other systems or
     applications and not just within SharePoint?
       • How is this content kept synchronized when updates are made to it?
   • Can data stored in other systems provide additional value to your
     SharePoint business solutions?
       • Can it give added context to SharePoint content?
   • What are already integrated?
       • How are they integrated?
   • What are not integrated?
       • Why haven’t they been integrated?
       • Are there ways to reduce user disruption by providing more single
          sign on opportunities?


#SPHealth @RHarbridge
Usage & Adoption Assessments




                              Adoption
                              Activities
#SPHealth @RHarbridge          Listing
• How do you share the benefit of existing SharePoint solutions in your
    organization?
      • Does this include user built SharePoint solutions?
  • What is the SharePoint skill level of your users?
  • Do you have user stories on how people are currently using SharePoint
    successfully?
  • Have you performed interviews or surveys to help understand how
    people are using SharePoint or how specific SharePoint solutions can be
    improved?
  • How many people are using your SharePoint implementation?
      • Are you reviewing SharePoint Usage Statistics on a Regular Basis?
      • How many are using a specific site?
      • How many are using specific documents?
      • What times of the week are they using specific sites or documents?
          • Are there patterns that can be identified to help in determining
             the best time for updates or additions?
  • Is your SharePoint accessible externally or via mobile devices?


#SPHealth @RHarbridge
• How usable are your SharePoint solutions or implementation?
    Usage and Adoption Assessments
     • Have you performed usability assessments?
         • How has your SharePoint implementation been branded?
             • Does it have a unique name for referencing?
         • What are your theme and styling guidelines?
         • How does your SharePoint implementation work across
            browsers?
             • What about upcoming browsers?
         • What are the accessibility concerns in your current SharePoint
            implementation?
             • How can this be improved?
  • Do you have usage policies defined?
     • Have your users signed off or acknowledged these policies?
     • Do you enforce these policies?
     • How often are these usage policies assessed and updated?




#SPHealth @RHarbridge
Usability Assessments

              Consistency Across
              User Environments


                               Modify Provisioned
                               Site (or Templates)
                               Based on Need




#SPHealth @RHarbridge
• Have you identified and defined user personas?
   • Is your SharePoint accessible externally?
   • Is your SharePoint being used on mobile devices?
       • How is the user experience?
   • How has your SharePoint implementation been branded?
   • What are your theme and styling guidelines?
   • How does your SharePoint implementation work across browsers?
       • What about upcoming browsers?
   • What are the accessibility concerns in your current SharePoint
     implementation?
       • How can this be improved?
   • How do you make navigation changes in your SharePoint
     implementation?
       • Is your current navigation effective?
       • Have you performed card sorting exercises?
       • Have you performed the ‘blind’ test?

#SPHealth @RHarbridge
Staffing Assessments




                                       Building A
                                       SharePoint
#SPHealth @RHarbridge                    Team
Mobile Assessments




#SPHealth @RHarbridge
• What is the mobile experience of your SharePoint site?
       • Have you optimized the site for smaller resolutions?
       • What mobile browsers do you support?
   • Is your organization adopting tablet PCs (iPads)?
       • What is the tablet experience of your SharePoint site?
   • What support do you provide for remote workers?
       • What are the offline and synchronization options your organization
          is providing?
       • Is SharePoint available outside of the firewall for employees?
   • When a user receives an email linking to a SharePoint document on
     their phone can they download that document?
       • What is this mobile email and SharePoint experience like?




#SPHealth @RHarbridge
Search Assessments




#SPHealth @RHarbridge
• Are you using custom search scopes?
   • Are you using people search?
   • Are you checking what queries resulted in failure (no click through or 0
     results)?
   • Are you using best bets?
   • Have you defined synonyms?
   • Do you allow users to search non SharePoint data from within
     SharePoint? If so what data?
   • Are you using hit highlighting?
   • Have you made organizational enhancements to the noise words file
     and/or the thesaurus file?
   • Have you defragmented your search database(s)?




#SPHealth @RHarbridge
Social Assessments




                                         Eight Key
                                       Considerations
#SPHealth @RHarbridge
• What does a one star versus a five star rating mean in your organization?
   • What are acceptable tags?
      • Are negative tags allowed?
      • Are there examples of effective tags available?
   • When should a user tag and when shouldn’t they?
      • If content has already been tagged is it valuable to tag it again?
      • Is it okay to tag content if that content already has a column (or
         metadata) value that represents that tag?
   • Are you using Status Updates?
      • What are acceptable status updates?
      • Are there examples of effective status updates available?
   • What is acceptable About Me information for a user profile?
      • Are there examples of effective About Me descriptions available?
   • What is an acceptable user profile picture?



#SPHealth @RHarbridge
Cloud Assessments
           70+ Cloud Evaluation Questions:
           https://www.nothingbutsharepoint.com/sites/itpro/Pages/Ev
           aluating-Cloud-Providers-Tools-and-Questions.aspx




#SPHealth @RHarbridge On Premise vs. Cloud - SharePoint Hosting ROI Comparison
     FPWeb Whitepaper:
SEO Assessments




#SPHealth @RHarbridge
• Are you using keywords, key phrases, and a description that reflects
     each pages content?
   • Are you using Robots Exclusion Standard (robots.txt)?
   • Are you placing your content higher up in the page (to improve search
     engine processing).
   • Are you ensuring alt and title tags are always filled on things like images?
   • Are you using descriptive text in your hyperlinks?
   • Are you using descriptive page titles?
   • Are you automatically updating the sitemap (helps search engines crawl
     or discover pages on the site).
   • Are you adjusting the Search Visibility for sites or pages you don’t want
     crawled?




#SPHealth @RHarbridge
Strategic Assessment Approach




#SPHealth @RHarbridge
Tactical Assessment Approach




#SPHealth @RHarbridge
Phase the Assessments
                 Phase                 Phase                 Phase
                   1                     2                     3
                                                             SharePoint Search
                                                               Assessments


                                            SharePoint
                                                             SharePoint Security
                                          Infrastructure
                                                                Assessments
                                           Assessments


                                       SharePoint Branding       SharePoint
                                          and Usability         Performance
                                          Assessments           Assessments
                 SharePoint Strategy
                    Assessments
                                           SharePoint            SharePoint
                                          Development            Integration
                                          Assessments           Assessments


                                           SharePoint         SharePoint User
                                          Governance             Adoption
                                          Assessments          Assessments

#SPHealth @RHarbridge
Tools That Help Answer Questions
    • Microsoft Products
      System Center Operations Manager

    • Microsoft/Community Tools
      SharePoint Diagnostics (2007, 2010), ULS Viewer,
      SharePoint DocGen, Log Parser, Visual Studio 2010
      Ultimate (Load Testing) etc.

    • Third Party Products
      ControlPoint, DocAve, Nintex Reporting, CardioLog,
      MAPILab, etc.
#SPHealth @RHarbridge
The Diagnosis
    Diagnosis is used to help determine the
     causes of symptoms, mitigations for
       problems, and solutions to issues.




#SPHealth @RHarbridge
What to watch out for…
           “Prescription of a SharePoint
         “Prescription without Diagnosis is
          Tool/Solution/Implementation
                   Malpractice.”
         without Diagnosis is Malpractice.”
                                 Please Share This!




#SPHealth @RHarbridge
What we talked about…
      1. The Plan of Care for SharePoint
         What is a SharePoint Prescription?
      2. Preventative Care is critical and cost effective.
         SharePoint Preventative Care
      3. Palliative Care targets side effects and is expensive.
         SharePoint Palliative Care
      4. Curative Care is difficult without clear diagnosis.
         SharePoint Curative Care
      5. Assess Often, Target Assessments, Act on Results
         SharePoint Health Assessments




#SPHealth @RHarbridge
Get Well Soon!
Thanks to Organizers, Sponsors and You for Making this Possible.
Questions? Ideas? Feedback? Contact me:
 Twitter: @RHarbridge
 Blog:       http://www.RHarbridge.com
 Email:      Richard@RHarbridge.com
 Resources:
   700+ SharePoint IA Slides at..       PracticalIntranet.com
   130+ SharePoint Standards at..       SPStandards.com
   15 Pages of Important Questions at.. SharePointDiagnostics.com


#SPHealth @RHarbridge

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Is Your SharePoint Healthy? What's The Right Prescription? - SharePoint Symposium

  • 1. Is Your SharePoint Really Healthy? What’s the Right Prescription? Presented By: Richard Harbridge #SPHealth @RHarbridge #SPHealth @RHarbridge
  • 2. Who am I? Boston Washington #SPHealth @RHarbridge
  • 3. SPTechCon The SharePoint Technology Conference #SPHealth @RHarbridge
  • 4. Why does this topic matter? We find the issues in SharePoint typically when SharePoint upgrades, new third party components, new solutions and significant changes are made to SharePoint. This results in high costs and greater delays than if many of those issues had been discovered earlier. #SPHealth @RHarbridge
  • 5. What we will be talking about… 1. What is a SharePoint Prescription? 2. SharePoint Preventative Care 3. SharePoint Palliative Care 4. SharePoint Curative Care 5. SharePoint Incident Reporting 6. SharePoint Health Assessments #SPHealth @RHarbridge
  • 6. Our Goal Today… From Here To Here #SPHealth @RHarbridge
  • 7. What is a SharePoint Prescription? #SPHealth @RHarbridge
  • 8. Why do you need a Prescription? #SPHealth @RHarbridge
  • 9. What is a Prescription?  It’s a health-care program implemented by a physician that governs the plan of care for a patient.  They typically contain orders to be performed by patients, caretakers, nurses, pharmacists or other therapists.  They indicate that the prescriber takes responsibility for the clinical care of the patient and in particular for monitoring efficacy and safety. #SPHealth @RHarbridge
  • 10. What is a SharePoint Prescription?  It’s a health-care program implemented by a by an expert technology-care program implemented physician patient. that governs the plan of care for a SharePoint implementation.  It typically contains orders to be performed by patients, system, administrators, developers, architects or other experts. caretakers, nurses, pharmacists or other therapists.  It indicates that the prescriber takes responsibility for the clinical care of the patient and in particular for monitoring system efficacy and safety. #SPHealth @RHarbridge
  • 11. The Outcome An effective and personalized prescription is what we really want. #SPHealth @RHarbridge
  • 12. What to watch out for… Even with an effective prescription you must follow it in order for it to be effective. #SPHealth @RHarbridge
  • 13. SharePoint Preventative Care #SPHealth @RHarbridge
  • 14. What is Preventative Care? Measures taken to prevent diseases (or injuries) rather than In SharePoint Terms? their symptoms. curing them or treating The pro-active actions you plan for, schedule and execute to mitigate or prevent issues from occurring in your SharePoint implementation. #SPHealth @RHarbridge
  • 18. Site Provisioning Process Having a site provisioning process is a preventative measure and provides the following benefits: • Explains and enforces information architecture and user interface standards. • Improves search and navigation. • Provides consistent application of site and content access permissions. • Mitigates legal and compliance issues. #SPHealth @RHarbridge
  • 19. Quotas and Locks Configuring Quota’s and Locks is a preventative measure. • It may be a way to halt users from adding content to an ‘archived’ or transitioning environment. • It may be a way to ensure that a site collection (and it’s database) do not grow beyond a certain limit without IT intervention. #SPHealth @RHarbridge
  • 20. Database Growth Example A site collections content database is 60GB in total size. Preventative Action: Set a quota (w/ notification) to warn if the content database goes beyond 80GB in size and schedule reports on storage space and database growth. #SPHealth @RHarbridge
  • 21. The Outcome You are able to prevent many potential SharePoint issues through careful planning. #SPHealth @RHarbridge
  • 22. What to watch out for… No one wants to do preventative care or pay for it. “It won’t happen to me.” #SPHealth @RHarbridge
  • 23. SharePoint Palliative Care #SPHealth @RHarbridge
  • 24. What is Palliative Care? Any form of medical care or treatment that concentrates on In SharePoint severity of disease symptoms, rather than reducing the Terms? striving to halt, delay, or reverse progression of the disease Targeting and fixing symptom like issues within your itself. SharePoint implementation without targeting or solving the root cause. #SPHealth @RHarbridge
  • 25. When to use Palliative Care When curing the symptoms of an issue is all you can do. • You are unable to make sense of the underlying issue (don’t know what it is). • You are under artificial constraints that make the potential solutions for the underlying issue infeasible until a later time. • Budget/Time/Scope • Awaiting Technology Improvements (Upgrade) Cynefin (Dave Snowden Explains) #SPHealth @RHarbridge
  • 26. SharePoint Example A site collections content database is 60GB in total size. Preventative Action: Set alert to warn if the content database goes beyond 80GB in size and schedule reports on storage space and database growth. The content database grows quickly to 100GB in total size. The warnings have been sent out. Palliative care would be to either split the content database up or to adjust processes so that the content DB can continue to grow beyond 100GB. #SPHealth @RHarbridge
  • 27. The Outcome Symptoms of an underlying SharePoint issue are resolved to decrease the impact of the underlying SharePoint issue. #SPHealth @RHarbridge
  • 28. What to watch out for… When a symptom is treated it doesn’t cure the underlying issue. #SPHealth @RHarbridge
  • 29. SharePoint Curative Care #SPHealth @RHarbridge
  • 30. What is Curative Care? Actions that seek to cure the existing disease or medical condition. In SharePoint Terms? Solve the underlying issue/problem so that it no longer exists in your implementation. #SPHealth @RHarbridge
  • 31. There is no magic pill. #SPHealth @RHarbridge
  • 32. SharePoint Example A site collections content database is 60GB in total size. Preventative Action: Set alert to warn if the content The content database actually went from 60GB to 100GB in the course of database goes beyond 80GB in size and schedule one day. reports on storage space and database growth. Through investigation it is determined that a workflow The content database grows quickly to 100GB in total was causing the issue. Extra The warnings have been sent out. size. versions of all documents in a library were created on an infinite loop (until the server automatically stopped the process). would be to either split the content Palliative care database up or to adjust processes so that the content Curative care would beDB can continue to grow beyond 100GB. to remove the workflow and perform corrective Governance adjustments (adjust Sharepoint Designer permissions, adjust Quota policies, and to train the SharePoint Designer workflow developer). #SPHealth @RHarbridge
  • 33. Do I Need To? Before you go through a medical procedure the doctor would explain the procedure and the risks, options and alternatives allowing the patient to make an informed decision about whether the risk was worth it. We must do the same with SharePoint solutions – the risk is theirs to take, not ours. Not if there are no known or identified issues. #SPHealth @RHarbridge
  • 34. The Outcome Through careful focus and identification we can ‘cure’ many SharePoint issues. #SPHealth @RHarbridge
  • 35. What to watch out for… We cannot cure something if we don’t know enough about it. #SPHealth @RHarbridge
  • 36. SharePoint Health Assessments #SPHealth @RHarbridge
  • 37. When to Assess When not scheduled it’s still important to perform assessments after any “curative” action is performed. “It indicates that the prescriber takes responsibility for the clinical care of the system and in particular for monitoring efficacy and safety.” Additionally it may be best to perform one after significant palliative or preventative measures are taken. #SPHealth @RHarbridge
  • 38. Mental or Physical? Physical health without mental health is not ‘healthy’. In a SharePoint Implementation: Physical Health = Technical Health Mental Health = Business or Non-Technical Health If you have business or non- technical issues you may not have a healthy SharePoint implementation. #SPHealth @RHarbridge
  • 40. • Why are we using SharePoint within our Enterprise? • What are we currently using SharePoint for within our Enterprise? • What are the future uses for SharePoint within our Enterprise? • What are we currently using SharePoint for • How is SharePoint helping us achieve our business goals? • What are our SharePoint objectives and their priority? within our Enterprise? • What are our SharePoint initiatives and their priority? • How do our SharePoint initiatives align with our SharePoint • • What are ways we can reduce inefficiencies and duplication? objectives? Are we using it as our primary document •management platform? What groups are doing similar initiatives and how can we help? • What are the related systems, applications and services we have • Are we using it to meet external web content within our enterprise? •management needs? SharePoint initiatives? How is the business prioritizing • Who are the people or key areas of the business involved in setting the • strategicwe using our as an application delivery Are direction for it SharePoint implementation? • What areas of the business offer the most opportunity for growth? platform? • How are you communicating strategic changes or initiatives related to SharePoint in your organization? • How are you allocating costs? #SPHealth @RHarbridge
  • 42. • What are the known current SharePoint Initiatives? • What are the known future SharePoint initiatives? • Am I using all the features our organization is paying for? • Are we using any of the features incorrectly? • Am I using all the features our organization is • What are the related business applications and services? • Do any contain duplicate features/functionality? paying for? • Are any being retired/eliminated in the future? • What are the technical objectives for SharePoint within the organization? • How are these technical objectives prioritized? • What are our current and future licensing plans with SharePoint? • Do you have a communication plan? • When do communications occur? • What must the communications contain? • Who are the contacts for key responsibilities? #SPHealth @RHarbridge
  • 43. Analytics for Management Do you know what people are doing in your SharePoint implementation? • What content is the most popular and where are people going/coming from? • What are people searching for and what are they not able to find? • How fast are your sites growing? How big are they getting? #SPHealth @RHarbridge
  • 44. Governance Assessments • Do you have clearly defined Governance teams, committees or boards? • Are the roles and responsibilities of the membership clearly defined? • Is all of the membership engaged? • Does the membership rotate? • How often are your members getting together? • What are the reasons your Governance teams, committees or boards get together? • Are the outcomes of these meetings actionable? • Do you have a Governance Site (and Governance Plan)? • What is within your Governance Site? The Five Teams You SharePoint SharePoint Need For Effective Governance Standards SharePoint Document Online #SPHealth @RHarbridge Governance Listing
  • 45. Have the teams/roles in use? There are typically 5 teams for SharePoint Governance:  Business Strategy Team  Initiatives/Technical Strategy Team  Tactical Teams:  Tactical Operations Team  Tactical Development Team  Tactical Support Team #SPHealth @RHarbridgeYou The Five Teams Need For Effective SharePoint Governance
  • 46. Governance Deliverables  Aggregate/Reference Document or Site (Contains all SharePoint Info – Single Point of Reference)  Objectives/Priorities (Tech/Business) SharePoint Governance #SPHealth @RHarbridge Document Listing
  • 47. Operations Deliverables  Objectives/Priorities  Disaster Recovery Plan  Storage and Quota Policies  Monitoring Plans  Maintenance Plans  Service Level Agreements  Security Policies  Deployment Process, Policies, and Schedule SharePoint Governance #SPHealth @RHarbridge Document Listing
  • 48. Development Deliverables  Objectives/Priorities  Branding Guide  SharePoint Designer Policy  Workflow Policy  Development Standards (Including OOTB vs Custom)  Development Environment Policy  Testing Requirements  Deployment Process, Policies, and Schedule #SPHealth @RHarbridge SharePoint Standards Online
  • 49. Support Deliverables  Objectives/Priorities  Site Classification and Platform Classification  Site Provisioning Process/Questionnaire  User Expectations Agreement  Roles and Responsibilities  Support Agreement(s)  Training and Communication Plans  MySite Policies (Pictures)… SharePoint Governance #SPHealth @RHarbridge Document Listing
  • 50. Support Deliverables  User Lifecycle Policy  Taxonomy Management  Social Policies  Content Standards  Legal and Compliance Policy  Search Management SharePoint Standards Online #SPHealth @RHarbridge
  • 51. Infrastructure Assessments Are there problems in your server farm? • What are the current problems? • Where are the problems? • What are the solutions for these problems? • Awesome Tip? • Turn on alerts for this list. #SPHealth @RHarbridge
  • 52. • Who is responsible for what when it comes to SharePoint infrastructure? • Do they have a backup? • Do they have the knowledge and training they need? • Have you ever deviated from the default settings? Why and when? • How are you monitoring SharePoint? • Have you ever deviated from the default • Do you know when a content DB’s size is approaching it’s recommended limit? settings? Why and when? • Do you know when the site count of a site collection is approaching it’s recommended limit? • Do you know when the site collection count in a content database is approaching it’s recommended limit? • What quotas have you configured for SharePoint? • How do you handle requests for a larger quota? • What quotas have you configured for • What is the maximum quota? • Do you have errors in your event logs? SharePoint? • Do you have errors in your SharePoint logs? • you have errorstheyour SQLsettings for storing logs? • HaveHow do you handle requests for larger • Do you changed in default logs? • Howquotas? to grow do each of your logs have? much space • What is the maximum quota? #SPHealth @RHarbridge
  • 53. • How many servers do you have in your farm? (and possibly how many farms?) • How many web applications do you have in your farm? • How many site collections do you have? • How many databases do you have? • How large are your databases? • How many SQL Server Instances do you have? • How many users are using your SharePoint site collections? • How many requests per second are you seeing? • How many sites do you have? • How many documents do you have? • What is the highest document size? • What is the average document size? • What are your resource throttling settings? • What other technologies are you using with SharePoint? • Are you using ISA or Forefront? • Are your users using Micrsoft Groove or SharePoint Workspace? • What is the current version of Microsoft Office you are using? • Are you using Office Communication Server or Lync? • Are you using Microsoft System Center products? Which ones? #SPHealth @RHarbridge
  • 54. Backup and Recovery Assessments #SPHealth @RHarbridge
  • 55. • What is your Disaster Recovery plan for your SharePoint implementation? • Do you perform a fire drills based on your plan? When was the last one and how often do you do them? • How do you provide single file recovery? (version control, recycling bin, DPM, etc) • How do you provide single or multiple site recovery? • How do you provide server recovery? • How do you provide data center recovery? • Are you storing excess or unnecessary (unused) data in your SharePoint farm? • What are the costs of this storage? • Why is it being stored? #SPHealth @RHarbridge
  • 56. Performance Assessments If we can save 2 seconds of loading time does it matter? Let’s say you are a law firm and you have 300 attorneys. The typical Attorney bills at $300.00 per hour. Attorneys visit this page roughly 50 times per day and we assume a Calendar year of 280 billable days (because we all work too much)… That is roughly $700,000.00 worth in billable time saved per year to deliver more value to clients. ($25.00 per second for 28,000 seconds per year). #SPHealth @RHarbridge
  • 57. • How is SharePoint performance? • What are the bandwidth costs associated with SharePoint? • What are the costs associated with transferring redundant data around your farm? • What are my slowest performing pages? • How heavy are my SharePoint pages? • Are you using caching in your SharePoint implementation? • Are you using Output Caching? • Are you using Disk Based Caching? • Are you using Object Caching? • Are you using IIS compression? • Are you monitoring SQL Server Latency? • Is your latency 10 milliseconds or less for the Temp Database? • Is your latency 10 milliseconds or less for the Search Database? • Is your latency 20 milliseconds or less for the Database Log File? • Do you have pre-negotiated SLAs for first time load of a site, subsequent loads of a site, and performance at remote locations? #SPHealth @RHarbridge
  • 58. Analytics for Performance Are you monitoring all the things you should be? • What are your slowest pages? • What lists or sites are becoming very large? • Two Key SharePoint 2007 Tips: • Look at the reports available in SharePoint Designer. • Explore “_layouts/usagedetails.aspx” #SPHealth @RHarbridge
  • 59. Resource Monitoring and Throttling Wait a second… I have SharePoint 2007 (or 2003)! Are there performance • Large list views and lists with many lookup columns lists or problems with large have performance challenges. queries? • If you are upgrading to SharePoint 2010 this is also • What are the realistic limits important to understand as the default list views and lookup for throttling limits may impact user experience. columns to protect server • SQL Scripts (Read Only) and API callsperformance and user can help identify experience? what lists you do have over the default throttle settings, and which have a larger • What are the dangers of lookup count. • Preventative Measures: DDoS and DoS attacks and/or your servers running out of Selectively indexing large list columns can help (up to 10 columns), building smarter more resources based on existing efficient views (1st filter), CAML/Search alternatives…jobs and PUT/POST requests? #SPHealth @RHarbridge
  • 60. Support Assessments SharePoint Standards #SPHealth @RHarbridge Online
  • 61. • What kind of SharePoint support do you currently provide? • Do you provide help material such as Manuals, Course Guidebooks, Workbooks, How To, Tutorials, or Demonstrations? • How do you train users on SharePoint? • How do you currently provision your sites? • How do you determine where each site should live? • Who owns the site and who supports the site? • How do you communicate new features, initiatives, or changes to SharePoint to your users? • How many SharePoint support requests do you currently get? • How are these categorized? • How are these assigned and escalated? • How many are effectively responded to? • How many are closed with success? • Do you leverage/contribute to an internal knowledgebase for SharePoint support? • Do you have clearly defined SLAs for support and problem resolution? • Do you offer face to face learning or unstructured/semi-structured environments for learning? (Lunch and learns, after hours discussions, communities etc) #SPHealth @RHarbridge
  • 62. Multiple Tiers for Escalation (You can’t know everything) Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help #SPHealth @RHarbridge
  • 63. Diversify Support resources/mediums  Books and Manuals  Online  MSDN  Forums  TechNet  Help  Blogs  Etc  Cheat Sheets  One on One  Classroom Training #SPHealth @RHarbridge
  • 65. • Do you have a site map that represents the current site structures? • Does this clearly indicate recommended containment hierarchy? • Do you have a site map that defines future site structures? • Are you using Content Types? • Are you using metadata to help make content easier to organize and find? • Are you using site columns? • Are you using and managing Term Sets? • Do you have tagging guidelines? • Are you managing keywords? • Are you using and managing Site Directories? • Do you have classifications based on type of use? • Communications based (publishing) portal/sites/collections? • Team based collaboration sites/collections? • Application/services based sites/collections? • Are you checking for dead links? • How well is your site structured? • Can people find what they are looking for? #SPHealth @RHarbridge
  • 66. Security Assessments OR #SPHealth @RHarbridge
  • 67. • How secure is your SharePoint environment? • Do you have PII (Personally Identifiable Information) in your environment? Is it secured and audited? • How well are permissions managed in your SharePoint environment? • Have you ever deviated from SharePoint’s default security levels? • In what site collections? • What was the reasoning/need behind creating your own security levels? • How can security be improved in your SharePoint environment? • How can you more effectively monitor, manage, and maintain security in your SharePoint environment? • Do you have separate/specific site collections or web applications for confidential data which are more tightly controlled, audited, and managed? #SPHealth @RHarbridge
  • 68. Development Assessments Customizations Ahead #SPHealth @RHarbridge
  • 69. • Do you have clearly defined Development Standards? • What third party products are we using in our SharePoint environment? • Where are they available? Who can use them? • What is the status of these non-Microsoft products? • Are there newer versions available? • How is custom code performing within our SharePoint environment? • Are you disposing of SharePoint objects correctly? • Are you using best practices when querying or working with SharePoint objects? • Do you know how many workflows have been created within your SharePoint environment? • Do you know what they do? • Do you know who owns them? • Do you know what they were developed using? (SharePoint Designer? Visual Studio? Third Party Product?) • Who is using SharePoint Designer? • How do you test your SharePoint environment when an update is made to it? • When new code is added or a third party product? • How are you storing older versions of configurations, code and compiled components? #SPHealth @RHarbridge
  • 70. Integration Assessments When I Say “SharePoint Integration” You Probably Think Of This... #SPHealth @RHarbridge
  • 71. • Is your SharePoint implementation part of an overall enterprise technology plan? • What are the current systems and applications in place? • What are the application and system lifecycles? • Is there duplicated content that is contained in other systems or applications and not just within SharePoint? • How is this content kept synchronized when updates are made to it? • Can data stored in other systems provide additional value to your SharePoint business solutions? • Can it give added context to SharePoint content? • What are already integrated? • How are they integrated? • What are not integrated? • Why haven’t they been integrated? • Are there ways to reduce user disruption by providing more single sign on opportunities? #SPHealth @RHarbridge
  • 72. Usage & Adoption Assessments Adoption Activities #SPHealth @RHarbridge Listing
  • 73. • How do you share the benefit of existing SharePoint solutions in your organization? • Does this include user built SharePoint solutions? • What is the SharePoint skill level of your users? • Do you have user stories on how people are currently using SharePoint successfully? • Have you performed interviews or surveys to help understand how people are using SharePoint or how specific SharePoint solutions can be improved? • How many people are using your SharePoint implementation? • Are you reviewing SharePoint Usage Statistics on a Regular Basis? • How many are using a specific site? • How many are using specific documents? • What times of the week are they using specific sites or documents? • Are there patterns that can be identified to help in determining the best time for updates or additions? • Is your SharePoint accessible externally or via mobile devices? #SPHealth @RHarbridge
  • 74. • How usable are your SharePoint solutions or implementation? Usage and Adoption Assessments • Have you performed usability assessments? • How has your SharePoint implementation been branded? • Does it have a unique name for referencing? • What are your theme and styling guidelines? • How does your SharePoint implementation work across browsers? • What about upcoming browsers? • What are the accessibility concerns in your current SharePoint implementation? • How can this be improved? • Do you have usage policies defined? • Have your users signed off or acknowledged these policies? • Do you enforce these policies? • How often are these usage policies assessed and updated? #SPHealth @RHarbridge
  • 75. Usability Assessments Consistency Across User Environments Modify Provisioned Site (or Templates) Based on Need #SPHealth @RHarbridge
  • 76. • Have you identified and defined user personas? • Is your SharePoint accessible externally? • Is your SharePoint being used on mobile devices? • How is the user experience? • How has your SharePoint implementation been branded? • What are your theme and styling guidelines? • How does your SharePoint implementation work across browsers? • What about upcoming browsers? • What are the accessibility concerns in your current SharePoint implementation? • How can this be improved? • How do you make navigation changes in your SharePoint implementation? • Is your current navigation effective? • Have you performed card sorting exercises? • Have you performed the ‘blind’ test? #SPHealth @RHarbridge
  • 77. Staffing Assessments Building A SharePoint #SPHealth @RHarbridge Team
  • 79. • What is the mobile experience of your SharePoint site? • Have you optimized the site for smaller resolutions? • What mobile browsers do you support? • Is your organization adopting tablet PCs (iPads)? • What is the tablet experience of your SharePoint site? • What support do you provide for remote workers? • What are the offline and synchronization options your organization is providing? • Is SharePoint available outside of the firewall for employees? • When a user receives an email linking to a SharePoint document on their phone can they download that document? • What is this mobile email and SharePoint experience like? #SPHealth @RHarbridge
  • 81. • Are you using custom search scopes? • Are you using people search? • Are you checking what queries resulted in failure (no click through or 0 results)? • Are you using best bets? • Have you defined synonyms? • Do you allow users to search non SharePoint data from within SharePoint? If so what data? • Are you using hit highlighting? • Have you made organizational enhancements to the noise words file and/or the thesaurus file? • Have you defragmented your search database(s)? #SPHealth @RHarbridge
  • 82. Social Assessments Eight Key Considerations #SPHealth @RHarbridge
  • 83. • What does a one star versus a five star rating mean in your organization? • What are acceptable tags? • Are negative tags allowed? • Are there examples of effective tags available? • When should a user tag and when shouldn’t they? • If content has already been tagged is it valuable to tag it again? • Is it okay to tag content if that content already has a column (or metadata) value that represents that tag? • Are you using Status Updates? • What are acceptable status updates? • Are there examples of effective status updates available? • What is acceptable About Me information for a user profile? • Are there examples of effective About Me descriptions available? • What is an acceptable user profile picture? #SPHealth @RHarbridge
  • 84. Cloud Assessments 70+ Cloud Evaluation Questions: https://www.nothingbutsharepoint.com/sites/itpro/Pages/Ev aluating-Cloud-Providers-Tools-and-Questions.aspx #SPHealth @RHarbridge On Premise vs. Cloud - SharePoint Hosting ROI Comparison FPWeb Whitepaper:
  • 86. • Are you using keywords, key phrases, and a description that reflects each pages content? • Are you using Robots Exclusion Standard (robots.txt)? • Are you placing your content higher up in the page (to improve search engine processing). • Are you ensuring alt and title tags are always filled on things like images? • Are you using descriptive text in your hyperlinks? • Are you using descriptive page titles? • Are you automatically updating the sitemap (helps search engines crawl or discover pages on the site). • Are you adjusting the Search Visibility for sites or pages you don’t want crawled? #SPHealth @RHarbridge
  • 89. Phase the Assessments Phase Phase Phase 1 2 3 SharePoint Search Assessments SharePoint SharePoint Security Infrastructure Assessments Assessments SharePoint Branding SharePoint and Usability Performance Assessments Assessments SharePoint Strategy Assessments SharePoint SharePoint Development Integration Assessments Assessments SharePoint SharePoint User Governance Adoption Assessments Assessments #SPHealth @RHarbridge
  • 90. Tools That Help Answer Questions • Microsoft Products System Center Operations Manager • Microsoft/Community Tools SharePoint Diagnostics (2007, 2010), ULS Viewer, SharePoint DocGen, Log Parser, Visual Studio 2010 Ultimate (Load Testing) etc. • Third Party Products ControlPoint, DocAve, Nintex Reporting, CardioLog, MAPILab, etc. #SPHealth @RHarbridge
  • 91. The Diagnosis Diagnosis is used to help determine the causes of symptoms, mitigations for problems, and solutions to issues. #SPHealth @RHarbridge
  • 92. What to watch out for… “Prescription of a SharePoint “Prescription without Diagnosis is Tool/Solution/Implementation Malpractice.” without Diagnosis is Malpractice.” Please Share This! #SPHealth @RHarbridge
  • 93. What we talked about… 1. The Plan of Care for SharePoint What is a SharePoint Prescription? 2. Preventative Care is critical and cost effective. SharePoint Preventative Care 3. Palliative Care targets side effects and is expensive. SharePoint Palliative Care 4. Curative Care is difficult without clear diagnosis. SharePoint Curative Care 5. Assess Often, Target Assessments, Act on Results SharePoint Health Assessments #SPHealth @RHarbridge
  • 94. Get Well Soon! Thanks to Organizers, Sponsors and You for Making this Possible. Questions? Ideas? Feedback? Contact me:  Twitter: @RHarbridge  Blog: http://www.RHarbridge.com  Email: Richard@RHarbridge.com  Resources: 700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com #SPHealth @RHarbridge

Notas del editor

  1. The audience for these assessments shouldn’t always be a technical one. Often we get lost in delivering assessments to the caretakers without delivering to the real patient which is the business and business users themselves. In our example above we described Technology Experts as the caretakers of the organizations technology needs and health. Realistically though for assessments that deal with user adoption, governance, or organizational maturity we are dealing with something beyond the technology. We want to encourage behavior changes (for the better). What better way to do that than by also delivering to the business and business users as well as the caretakers?
  2. Why are we using SharePoint within our Enterprise?What are we currentlyusing SharePoint for within our Enterprise?What are the future uses for SharePoint within our Enterprise?How is SharePoint helping us achieve our business goals?What are our SharePoint objectives and their priority?What are our SharePoint initiatives and their priority?How do our SharePoint initiatives align with our SharePoint objectives?What are ways we can reduce inefficiencies and duplication?What groups are doing similar initiatives and how can we help?What are the related systems, applications and services we have within our enterprise?How is the business prioritizing SharePoint initiatives?Who are the people or key areas of the business involved in setting the strategic direction for our SharePoint implementation? What areas of the business offer the most opportunity for growth?How are you communicating strategic changes or initiatives related to SharePoint in your organization?
  3. What are the known current SharePoint Initiatives?What are the known future SharePoint initiatives?Am I using all the features our organization is paying for?Are we using any of the features incorrectly?What are the related business applicationsandservices?Do any contain duplicate features/functionality?Are any being retired/eliminated in the future?What are the technical objectives for SharePoint within the organization?How are these technical objectives prioritized?What are our current and future licensing plans with SharePoint?Do you have a communication plan?When do communications occur?What must the communications contain?Who are the contacts for key responsibilities?
  4. Workflow for usage
  5. Who is responsible for what when it comes to SharePoint infrastructure?Do they have a backup?Do they have the knowledge and training they need?Have you ever deviatedfrom the default settings? Why and when?How are you monitoring SharePoint?Do you know when a content DB’s size is approaching it’s recommended limit?Do you know when the site count of a site collection is approaching it’s recommended limit?Do you know when the site collection count in a content database is approaching it’s recommended limit?What quotas have you configured for SharePoint?How do you handle requests for a larger quota? What is the maximum quota?Do you have errors in your event logs?Do you have errors in your SharePoint logs?Have you changed the default settings for storing logs?Do you have errors in your SQL logs?How much space to grow do each of your logs have?How many servers do you have in your farm? (and possibly how many farms?)How many web applications do you have in your farm?How many site collections do you have?How many databases do you have?How large are your databases? How many SQL Server Instances do you have?How many users are using your SharePoint site collections?How many requests per second are you seeing?How many sites do you have?How many documents do you have?What is the highest document size?What is the average document size?What are your resource throttling settings?What other technologies are you using with SharePoint?Are you using ISA or Forefront?Are your users using Micrsoft Groove or SharePoint Workspace?What is the current version of Microsoft Office you are using?Are you using Office Communication Server or Lync?Are you using Microsoft System Center products? Which ones?
  6. What is your Disaster Recovery plan for your SharePoint implementation?Do you perform a fire drills based on your plan? When was the last one and how often do you do them?How do you provide single file recovery? (version control, recycling bin, DPM, etc)How do you provide single or multiplesite recovery?How do you provide server recovery?How do you provide data center recovery?Are you storing excess or unnecessary (unused) data in your SharePoint farm?What are the costs of this storage?Why is it being stored?
  7. How is SharePoint performance?What are the bandwidth costs associated with SharePoint?What are the costs associated with transferring redundant data around your farm?What are my slowest performing pages?How heavy are my SharePoint pages?Are you using caching in your SharePoint implementation?Are you using Output Caching?Are you using Disk Based Caching?Are you using Object Caching?Are you using IIS compression?Are you monitoring SQL Server Latency?Is your latency 10 milliseconds or less for the Temp Database?Is your latency 10 milliseconds or less for the Search Database?Is your latency 20 milliseconds or less for the Database Log File?Do you have pre-negotiated SLAs for first time load of a site, subsequent loads of a site, and performance at remote locations?
  8. What kind of SharePoint support do you currently provide?Do you provide help material such as Manuals, Course Guidebooks, Workbooks, How To, Tutorials, or Demonstrations?How do you train users on SharePoint?How do you currently provision your sites?How do you determine where each site should live?Who owns the site and who supports the site?How do you communicate new features, initiatives, or changes to SharePoint to your users?How many SharePoint support requests do you currently get?How are these categorized?How are these assigned and escalated?How many are effectively responded to?How many are closed with success?Do you leverage/contribute to an internal knowledgebase for SharePoint support?Do you have clearly defined SLAs for support and problem resolution?Do you offer face to face learning or unstructured/semi-structured environments for learning? (Lunch and learns, after hours discussions, communities etc)
  9. Do you have a site map that represents the current site structures?Does this clearly indicate recommended containment hierarchy?Do you have a site map that defines future site structures?Are you using Content Types?Are you using metadata to help make content easier to organize and find?Are you using site columns?Are you using and managing Term Sets?Do you have tagging guidelines?Are you managing keywords?Are you using and managing Site Directories?Do you have classifications based on type of use?Communications based (publishing) portal/sites/collections?Team based collaboration sites/collections?Application/services based sites/collections?Are you checking for dead links?How well is your site structured?Can people find what they are looking for?
  10. How secure is your SharePoint environment?Do you have PII (Personally Identifiable Information) in your environment? Is it secured and audited?How well are permissions managed in your SharePoint environment?Have you ever deviated from SharePoint’s default security levels?In what site collections?What was the reasoning/need behind creating your own security levels?How can security be improved in your SharePoint environment?How can you more effectively monitor, manage, and maintain security in your SharePoint environment?Do you have separate/specific site collections or web applications for confidential data which are more tightly controlled, audited, and managed?
  11. Do you have clearly defined Development Standards?What third party products are we using in our SharePoint environment?Where are they available? Who can use them?What is the status of these non-Microsoft products?Are there newer versions available?How is custom code performing within our SharePoint environment?Are you disposing of SharePoint objects correctly?Are you using best practices when querying or working with SharePoint objects?Do you know how many workflows have been created within your SharePoint environment?Do you know what they do?Do you know who owns them?Do you know what they were developed using? (SharePoint Designer? Visual Studio? Third Party Product?)Who is using SharePoint Designer?How do you test your SharePoint environment when an update is made to it?When new code is added or a third party product?How are you storing older versions of configurations, code and compiled components?
  12. Is your SharePoint implementation part of an overall enterprisetechnology plan?What are the current systems and applications in place?What are the application and system lifecycles?Is there duplicated content that is contained in other systems or applications and not just within SharePoint?How is this content kept synchronized when updates are made to it?Can data stored in other systems provide additional value to your SharePoint business solutions? Can it give added context to SharePoint content?What are already integrated?How are they integrated?What are not integrated?Why haven’t they been integrated?Are there ways to reduce user disruption by providing more single sign on opportunities?
  13. How do you share the benefit of existing SharePoint solutions in your organization?Does this include user built SharePoint solutions?What is the SharePoint skill level of your users?Do you have user stories on how people are currently using SharePoint successfully?Have you performed interviews or surveys to help understand how people are using SharePoint or how specific SharePoint solutions can be improved?How many people are using your SharePoint implementation? Are you reviewing SharePoint Usage Statistics on a Regular Basis?How many are using a specific site?How many are using specific documents?What times of the week are they using specific sites or documents?Are there patterns that can be identified to help in determining the best time for updates or additions?Is your SharePoint accessible externally or via mobile devices?How usable are your SharePoint solutions or implementation? Have you performed usability assessments?How has your SharePoint implementation been branded?Does it have a unique name for referencing?What are your theme and styling guidelines?How does your SharePoint implementation work across browsers?What about upcoming browsers?What are the accessibility concerns in your current SharePoint implementation?How can this be improved?Do you have usage policies defined?Have your users signed off or acknowledged these policies?Do you enforce these policies?How often are these usage policies assessed and updated?
  14. Have you identified and defined user personas?Is your SharePoint accessible externally?Is your SharePoint being used on mobile devices?How is the user experience?How has your SharePoint implementation been branded?What are your theme and styling guidelines?How does your SharePoint implementation work across browsers?What about upcoming browsers?What are the accessibility concerns in your current SharePoint implementation?How can this be improved?How do you make navigation changes in your SharePoint implementation?Is your current navigation effective?Have you performed card sorting exercises?Have you performed the ‘blind’ test?
  15. While SharePoint internal environments support a ‘mobile’ friendly mode the same feature doesn’t work for anonymous users on public facing websites. In addition to this there is the challenge of much smaller resolutions which SharePoint has not been optimized for. Even the webpages developed within SharePoint are large and according to some experts ‘bloated’ with additional content that often is not applicable for anonymous users. There are workarounds for all of these issues (and more), but most require some level of customization or code. So while optimizing SharePoint sites for mobile and tablet devices is possible, it isn’t necessarily easy.What does Microsoft currently have to say about this? “Microsoft SharePoint 2010 supports several modern, standards based, XHTML 1.0 compliant browsers such as Internet Explorer 8, Firefox 3.6 and Safari 4.x as detailed in the “Plan browser support (SharePoint Server 2010)” on Microsoft TechNet. It explains in detail which features work and which do not across the browsers and is the most up to date browser support information. The mobile versions of Safari browser on the Apple iPhone OS (used by the iPhone and iPad) have not been tested by Microsoft, and there may be issues using them with SharePoint 2010.”There are quite a few documented issues (almost all of which relate to the mobile browser and the fact that SharePoint 2010 has not been designed to behave with all touch based interfaces) which are a good reason for concern when many businesses are seeing considerable growth and adoption of tablets. According to the JP Morgan Analyst Group “The tablet market is expected to grow to $35 billion by 2012”. Let me assure you that a big contributor to that growth will be enterprise customers who use SharePointWhat is the mobile experience of your SharePoint site?Have you optimized the site for smaller resolutions?What mobile browsers do you support?Is your organization adopting tablet PCs (iPads)?What is the tablet experience of your SharePoint site?What support do you provide for remote workers?What are the offline and synchronization options your organization is providing?Is SharePoint available outside of the firewall for employees?When a user receives an email linking to a SharePoint document on their phone can they download that document? What is this mobile email and SharePoint experience like?
  16. While SharePoint internal environments support a ‘mobile’ friendly mode the same feature doesn’t work for anonymous users on public facing websites. In addition to this there is the challenge of much smaller resolutions which SharePoint has not been optimized for. Even the webpages developed within SharePoint are large and according to some experts ‘bloated’ with additional content that often is not applicable for anonymous users. There are workarounds for all of these issues (and more), but most require some level of customization or code. So while optimizing SharePoint sites for mobile and tablet devices is possible, it isn’t necessarily easy.What does Microsoft currently have to say about this? “Microsoft SharePoint 2010 supports several modern, standards based, XHTML 1.0 compliant browsers such as Internet Explorer 8, Firefox 3.6 and Safari 4.x as detailed in the “Plan browser support (SharePoint Server 2010)” on Microsoft TechNet. It explains in detail which features work and which do not across the browsers and is the most up to date browser support information. The mobile versions of Safari browser on the Apple iPhone OS (used by the iPhone and iPad) have not been tested by Microsoft, and there may be issues using them with SharePoint 2010.”There are quite a few documented issues (almost all of which relate to the mobile browser and the fact that SharePoint 2010 has not been designed to behave with all touch based interfaces) which are a good reason for concern when many businesses are seeing considerable growth and adoption of tablets. According to the JP Morgan Analyst Group “The tablet market is expected to grow to $35 billion by 2012”. Let me assure you that a big contributor to that growth will be enterprise customers who use SharePoint
  17. Are you using custom search scopes?Are you using people search?Are you checking what queries resulted in failure (no click through or 0 results)?Are you using best bets?Have you defined synonyms?Do you allow users to search non SharePoint data from within SharePoint? If so what data?Are you using hit highlighting?Have you made organizational enhancements to the noise words file and/or the thesaurus file?Have you defragmented your search database(s)?
  18. What does a one star versus a five star rating mean in your organization?What are acceptable tags?Are negative tags allowed? Are there examples of effective tags available?When should a user tag and when shouldn’t they?If content has already been tagged is it valuable to tag it again?Is it okay to tag content if that content already has a column (or metadata) value that represents that tag?Are you using Status Updates?What are acceptable status updates? Are there examples of effective status updates available?What is acceptable About Me information for a user profile? Are there examples of effective About Me descriptions available?What is an acceptable user profile picture?
  19. Are you using keywords, key phrases, and a description that reflects each pages content?Are you using Robots Exclusion Standard (robots.txt)?Are you placing your content higher up in the page (to improve search engine processing).Are you ensuring alt and titletags are always filled on things like images?Are you using descriptive text in your hyperlinks?Are you using descriptive page titles?Are you automatically updating the sitemap (helps search engines crawl or discover pages on the site).Are you adjusting the Search Visibility for sites or pages you don’t want crawled?
  20. The audience for these assessments shouldn’t always be a technical one. Often we get lost in delivering assessments to the caretakers without delivering to the real patient which is the business and business users themselves. In our example above we described Technology Experts as the caretakers of the organizations technology needs and health. Realistically though for assessments that deal with user adoption, governance, or organizational maturity we are dealing with something beyond the technology. We want to encourage behavior changes (for the better). What better way to do that than by also delivering to the business and business users as well as the caretakers?
  21. The audience for these assessments shouldn’t always be a technical one. Often we get lost in delivering assessments to the caretakers without delivering to the real patient which is the business and business users themselves. In our example above we described Technology Experts as the caretakers of the organizations technology needs and health. Realistically though for assessments that deal with user adoption, governance, or organizational maturity we are dealing with something beyond the technology. We want to encourage behavior changes (for the better). What better way to do that than by also delivering to the business and business users as well as the caretakers?
  22. The audience for these assessments shouldn’t always be a technical one. Often we get lost in delivering assessments to the caretakers without delivering to the real patient which is the business and business users themselves. In our example above we described Technology Experts as the caretakers of the organizations technology needs and health. Realistically though for assessments that deal with user adoption, governance, or organizational maturity we are dealing with something beyond the technology. We want to encourage behavior changes (for the better). What better way to do that than by also delivering to the business and business users as well as the caretakers?
  23. A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening