Given on July 21, 2010, this presentation presents an overview of SharePoint 2010 and then goes into some tips and guidelines for planning a migration/upgrade/move to SharePoint 2010. This presentation was co-written and presented by Wyn Van Devanter (@wynv) at the Washington, DC, Web Content Mavens (http://www.meetup.com/webcontentmavens/).

1. SharePoint 2010What Web Managers Need to Know Before Making the Move Presented by Wyn Van Devanter & Laurence Hart July 21, 2010

2. Overview Who We Are MOSS 2007 v SP2010 SP2010 Features The Upgrade Question Planning an Upgrade Q&A 2

3. Software developer Web application development for almost 10 years Much CMS work Current a SharePoint Developer at Synteractive, a software/strategy consulting company in DC Working in Content Management since the 90s Director, Technology Solutions, Washington Consulting, Inc. Author of “Word of Pie” Chair CM Pros Standards Committee General Purpose Devil’s Advocate Wyn Van Devanter Laurence Hart Who We Are 3

4. Looking at SharePoint 2010 4

5. 2007 Microsoft Office System Logical Architecture 5

6. Portal - Cross-enterprise site aggregation Collaboration Web & Enterprise Content Management Enterprise Search Business Intelligence Forms Driven Business Process Sites - build Communities Collaboration (SP2007) Content – Enterprise Content Management ‘ECM for the masses’ ‘feels like MS Office’ Search Insights ‘BI for Everyone’ Publish Excel spreadsheet to make dashboard Composites No-code custom solutions ‘Work with your data as if it were in SharePoint’ MOSS 2007 SharePoint 2010 Categories of SharePoint 6

7. Sites New user interface Ribbon Modal dialogs Offline synchronization Better Mobile Silverlight web part to embed Silverlight apps comes OOTB 7

8. Content Enterprise content management Documents Records Digital assets Web content Managed metadata Document management browse by metadata instead of hierarchy 8

9. Communities Check in/out, versioning, content approval More than one person can edit a Word document or slides in a SharePoint library at the same time Better tagging Social computing better knowledge management, expertise database, feeds of colleagues 9

10. Search FAST Search integration Facet-like functionality browse by metadata instead of hierarchy 10

11. Insights Business intelligence Business Connectivity Services (BCS) Map your external data into SharePoint with XML Easier to write back to external data sources I.E., people, documents, list data and data from their existing LOB system ─ all within the same set of results Easier tooling for getting external data Read/write solution in SharePoint Designer Free PerformancePoint Access Services Excel Services Visio Services 11

12. Composites SharePoint customization using InfoPath and SharePoint Designer custom list views and forms Site management and customization Workflow Can reuse SharePoint Designer Workflows more readily Create from Visio 12

13. Technical Enhancements Higher limits! List, site collection, etc. Central Administration (Redesigned) Digital Asset Management Health Monitoring Records Management Sandboxed Solutions Upgrade Windows PowerShell 13

14. Developer Enhancements Development from Windows 7 Easier packaging and deployment Better point-and-click creation Object model enhancements 14

15. Considering the Move 15

16. Should you Move? The service pack dilemma Feature assessment Intranet v Internet Products v Custom Environment Service Pack 2 64-bit Licenses 16

17. Basic Steps Plan Test Validate Don’t Panic Plan Execute Validate 17

18. Approaches In-Place All or nothing (don’t forget your backups) Simplest, fastest Recommended only for smaller, internal sites Database Attach Migration v Upgrade Can do partial migrations Visual Upgrade Purely look-and-feel Allows for training to catch-up 18

19. Early Tips Separate 32-bit to 64-bit from MOSS to SP2010 Upgrade testing: Rinse-and-Repeat Farm in Production, farm in Test Check 3rd Party Tools Recreate views as needed List limits FAST is powerful but… Consider separating Search Custom search pages need revamp to leverage 19

20. The Web Content Question People do it with 2007 and 2010 is better XHTML compliant (Firefox and Safari) External Blob Storage (Rich Media) Easier page creation Streaming media Dynamic content Social media Silverlight Your mileage will vary Others are innovating Make the analysis just as with any other project 20

21. SharePoint 2010 Upgrade Resources Microsoft Upgrade Resource Center: http://msdn.microsoft.com/en-us/sharepoint/ee514557.aspx TechNet Upgrade and Migration for SharePoint Foundation 2010: http://technet.microsoft.com/sharepoint/ee517215.aspx TechNet Upgrade and Migration for SharePoint Server 2010: http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx Websites hosted on SharePoint: http://www.wssdemo.com/Pages/websites.aspx 21

22. Questions and answers Wyn Van Devanter wvandevanter@synteractive.com wyn@wyntuition.com Laurence Hart lhart@washingtonconsulting.com pie@wordofpie.com 22