Bert JohnsonSharePoint Architect and MCM - PointBridge

Customizing SharePoint Online

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Bert Johnson SharePoint Architect with PointBridge Solutions Microsoft Certified Master – SharePoint Server 2010

Twitter: @SPBert Event Hashtag: #SPConn

Email: bjohnson@pointbridge.com Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/

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About PointBridge By The Numbers:

Founded in 2004 250+ SharePoint projects 350,000+ hours of SharePoint experience 30,000+ monthly blog hits

2011 Microsoft Central US Award for Customer Loyalty and Satisfaction

2010 Microsoft Central US Award for Online Services 2010 Microsoft Midwest District Award for Best Customer Experience 2009 Microsoft Central US Partner of the Year One of 35 Microsoft National Systems Integrators One of 15 members of Microsoft Partner Advisory Council for

SharePoint and Online Services

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Agenda About SharePoint Online Deployment Scenarios Customization Options Q & A

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About SharePoint Online

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SharePoint Online Flavors Business Productivity Online Suite (BPOS)

Available since 2009 A la carte options for Exchange 2007, OCS

2007, MOSS 2007

Office 365 Generally Available as of June 2011 Integrated packages with Exchange 2010, Lync

2010, SharePoint 2010, Office 2010, OWA 2010, Forefront

SharePoint capped at 20,000 users

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Hybrid Licensing Options

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Office 365 Plans Standard (O365-S) vs. Dedicated (O365-D)

Multi-tenancy vs. isolation

Licensing models For small business

Up to 50 users (P Family Plans) Includes “brochureware” site

For enterprises: E Family Plans K Family Plans

For education

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Office 365 Plans

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Office 365 Plans

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Service Level Agreements 99.9% Uptime Automatic, scheduled release cycles Scheduled maintenance Saturdays 6-

10pm CST Multiple farms, multiple data centers Only one zone affinity (Americas, EMEA,

APAC) No server access

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Privacy and Compliance Certifications

ISO27001 SAS70 EU Safe Harbor Framework FISMA

Microsoft reserves right to transfer data between geographies (under Safe Harbor)

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Subtle Changes

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What’s Not Available BI Suite (PerformancePoint, PowerPivot,

SSRS) Business Connectivity Services FAST Search Project Server Publishing Records Center / e-Discovery Central Administration

Deployment Scenarios

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Net New, Standalone Allows for a clean intranet from the ground

up Need to plan for user and content

lifecycles Still needs IA and governance planning

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BPOS -> Office 365 Server-side upgrade largely managed Updated Microsoft Online Services Sign-In

Assistant Potential complications with any upgrade:

Site templates Orphaned sites IE6 unsupported

Migrations started recently; to finish in 12 months

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On Premise -> Office 365 Only supported via tools that talk to web

services Lose creator and modified by metadata Lookups and formulas tricky Need to be careful mapping accounts

Recommended to remove all customizations beforehand and re-add

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Hybrid Can use same user licenses for on-prem or

cloud Allows for gradual scaling Coordinating security and IA across data

centers difficult Service application proxies not accessible Not a replication solution Indexing Office 365 not supported;

federation only

Customization Options

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5 Facets of Customization What:

Configuration, design, development Why:

Enable / streamline processes Who:

Needs to be determined by governance Where:

Office 365, on premise, connected systems When:

Only when absolutely necessary!

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Tools and Effort Required• Visual Studio

• Office 365 SDK• Windows Azure Developme

nt

• SharePoint Designer• InfoPath Designer• Visio Design

• Web BrowserConfiguration

Level of

Eff

ort

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Governance Considerations

• Server-side solutions• Connected systemsDevelopme

nt

• Branding• Client-side solutions• SPD, InfoPathDesign

• Browser-based settings

• Structure and content

Configuration

Govern

ance

Needed

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Development Landscape

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Sandboxed Solutions Run in own secure process Governed by points system

Possible Web Parts Event Receivers Workflow Activities Content Types List Definitions / Lists File Modules

Not Possible Visual Web Parts User Controls Workflows BCS Models Application Pages Timer Jobs 14 Hive / Root

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Azure Windows Azure can bridge hybrid farms,

tie in Dynamics, or talk to other systems AppFabric simplifies long-running or

volatile processes SQL Azure enables better data marts

Check out “Developing Microsoft SharePoint Applications Using Windows Azure” by Steve Fox

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Public-Facing Sites New browser-based “Site Designer” tool Cannot be customized with SharePoint

Designer Allows one vanity URL

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Development Lifecycle

Resources

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Resources Office 365 Home

http://office365.com Office 365 Deployment Readiness Tool

http://community.office365.com/en-us/f/183/p/2285/8155.aspx#8155

PowerShell Cmdlets for Office 365 http://onlinehelp.microsoft.com/en-us/office365-enterprises/hh

125002.aspx “Not All Sandbox Solutions Are the Same”

http://www.bluedoglimited.com/SharePointThoughts/Lists/Posts/Post.aspx?ID=331

Bert Johnson blogs http://blogs.pointbridge.com/Blogs/Johnson_Bert/

Q & A

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Bert Johnson SharePoint Architect with PointBridge Solutions Microsoft Certified Master – SharePoint Server 2010

Twitter: @SPBert Event Hashtag: #SPConn

Email: bjohnson@pointbridge.com Blog: http://blogs.pointbridge.com/Blogs/Johnson_Bert/

Preparation

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Motivations Use Office 365 migration as opportunity

to: Solicit feedback from the business Apply consistent branding Improve IA / taxonomy End reliance on custom code Get rid of unused content Enact governance

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Governance Before deploying, plan for:

Roles and responsibilities Content and code lifecycles Compliance requirements Consistent user experience Multi-farm IA

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Infrastructure Prepare for Single Sign-On via ADFS 2.0

Upgrade AD to functional level 2003 SP2+

Deploy ADFS 2.0 modules on Server 2008

Establish trust between domains Install Office 365 Sign-In Assistant Run Deployment Readiness Tool

Understand remote PowerShell options Plan for local backups

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On-Premise -> O365 Prep Follow same steps as for on-premise

upgrade Remove unneeded content Eliminate orphaned objects and errors Take full back-ups at all levels

Determine import tool / strategy

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Change Management Most important, overlooked effort

Notify of pending changes early Update training materials and

references Define strategy and metrics for adoption