Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson
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Transcript of Avoiding Failed Deployments Part 2 Interactive Discussion by Joel Oleson
What the SharePoint Owners Manual Won’t Tell You… Avoiding
Failed Deployments and ChaosPart 2
Joel Oleson
www.sharepointjoel.com
Twitter.com/joeloleson
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Who is this guy...
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What Is Chaos? What does a failed deployment look like?
Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them
Server Proliferation – IT doesn’t meet needs of my dept. How long does it take to create a site for a project?
Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document?
What Is Chaos?
Information Management PainsBillG on Search and Information Management at CEO Summit
“The problem, really, is twofold.
The first is information overload. Faced with the endless deluge of data... how can we hope to keep up? … how can we stay focused on the tasks that are most important..?
The other problem is… information underload. We’re flooded with information, but that doesn’t mean we have tools that let us use the information effectively.”
Today’s IT Information Challenges
EmployeePortal
Project “X”Site
BusinessIntelligenceDashboard
ExtranetCollaborationSite
CustomSAPFront-End
GenevaOfficeSite
KnowledgeManagementPortal
R&DCommunity
RegulatoryComplianceRepository
CorporateWebPresence
Team “ABC”Site
SalesDivisionPortal
WeeklyIssue TrackingMeeting
The Long Tail
(Web based) applications and services
Pop
ula
rity
HeadThe set of popular products that caters to broad user segments.
TailThe set of apps that cater to more specific user segments.
The Long Tail of Enterprise Content
Enterprise Content and Applications
Use
r B
ase
Collaboration Team Sites(Unstructured content)
Web Portals(Structured content)
Highly Structured EnterpriseRepositories
Departmental solutions(Structured & Unstructured)
Common features across the spectrum include:- Authoring- Metadata/Taxonomy- Workflow- Search- LOB IntegrationTail
The set of applications and unstructured content (typically) that caters to teams.
HeadThe set of applications and structured content (typically) that caters to large audiences.
SharePoint StrategyU
ser
Base
KnowledgeManagementPortal
RegulatoryComplianceRepository
CorporateWebPresence
SalesDivisionPortal Custom
SAPFront-End
Team “ABC”Site
Project “X”Site
Weekly IssueTrackingMeeting
BusinessIntelligenceDashboard
R&DCommunity
GenevaOfficeSite
EmployeePortal
ExtranetCollabSite
Single Business Productivity Infrastructure leading to common:- Deployment Strategy- Development Strategy- End-user Experience
Enterprise Content and Applications
Business Platform
local local InfrastructureInfrastructure
(On premise)(On premise)
Hosted Hosted InfrastructureInfrastructure
(in the cloud - Software as a (in the cloud - Software as a Service)Service)
IT IT InfrastructureInfrastructure
(On premise)(On premise)
Where are you going today? IT Wake up call?
Deployment Governance Model
Corporate CommunicationsRead only (Search and Browse)Corporate
Business TaxonomyWith DivisionalStakeholders
PerUser
Workflow SelfService Approvalw/ Life CycleManagement
Permanent Division PortalsWorkflows, Scorecards, Dashboards, and knowledge
Delegated with Policy based managementAnd oversight
No sensitive data
Blogs, bios, Aggregation, Networking
CentralCentralPortalPortal
Map out your Information Strategy
1) Confront Reality2) Create a Governance Plan3) Get an Exec Sponsor4) Create the Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Invest in Scalable Information Architecture8) Don’t forget Change/Risk Management9) Adoption is What Counts10) Keep it Simple Stupid.
10 Steps To SharePoint Success
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What are you deploying?
SharePoint Governance Plan
PeopleRoles and responsibilities
ProcessHow to accomplish common tasks such as creating a new site or requesting new business requirements
TechnologyLeveraging features and tools to enforce policies through technology
PolicyCollection of principles - What site owners, designers, developers should/shouldn’t do
Clear Vision, Mission and Goals
Defaults have Faults
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Exec Sponsor with Vision &
Budget
Get me SharePoint or You’re FIRED!
Get me SharePoint or You’re FIRED!
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How long does it take to Deploy SharePoint?
SharePoint is Plastic. What is your Creation?
Telling the SharePoint Story
Choose your own adventure!
Cleverworkarounds.com
Two Types of Service Models
Out of the box (S
tandard)
Custom
(Dedicated)
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Functional Groups/Teams
Technical Domains of Knowledge
Auth-Auth-enticationentication
ClusteringClustering&&
Load Bal.Load Bal.
SharePoiSharePointnt
.NET.NET
SQLSQL
PowershellPowershellBatchBatch
ScriptingScripting
IISIIS
SP AdminSP Admin
Support & Troubleshooting Infrastructure Dependencies
EmailEmailSMTPSMTP
ADAD
NetworkNetworkIncluding Including BigIP & BigIP & FirewallFirewall
HardwareHardware
WindowsWindows(OS)(OS)
BackupsBackups
SecuritySecurity
SharePoinSharePoint t
AdminAdmin
SharePoint Solution Development Skills
VisualStudio
Web Web ServicesServicesXML & XML & SOAPSOAP
AJAX &Silverlight
Dev Lifecycle
.NET.NET
Packaged Solutions &
Features
C#C#VB.NETVB.NET
SharePoint SharePoint DevDev
SharePoint Solution Consulting Skills
RecordsRecordsMgmtMgmt
Doc MgmtDoc Mgmt
BIBIAnalysis Analysis
ReportingReporting
PortalsPortals
Web Web Content Content MgmtMgmt
CollabCollab+ wikis + wikis &Blogs&Blogs
Enterprise Enterprise SearchSearch
SP AdminSP Admin
Free Spin – Who’s at Fault?
Operations and IT Failures
Developer Failures
Project Management Failures
Business Deployment Failures
SharePoint Deployments are you ready?
Adapted from Tuckman and Jensen 1977
Joel’s Deployment ModelAre you trying to be a Are you trying to be a RockstarRockstar with the with the experience of a newbie?experience of a newbie?
Must Have Training And Resources
IW/KW Site Collection Administrator Training * – Most Important (Champs, Gurus, Pros) 1 day
Train key IT Pros, developers, designers –
(1 week typical, add incentive for certification) Brown Bags and Informal Internal end-user training
for business processes Service Offering Site: Online Resources
Training CBTs, Videos, FAQs Policy References, Education site with tutorials
and manuals End User Training Kit Gear up!
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Policies Support Services
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Containment Hierarchy
Joel's Cheat Sheet for Hosting
Commodity Hosting Examples
Adhoc Structured
Short term Long term
SharePoint ServiceSharePoint ServiceOfferingOffering
Multi Deployment/Global Model
Incremental Indexingover the WAN
(Federated Search)
SharePoint Shared Services Platform
Well Managed, High Availability, DR
SharePoint Shared Services Platform
Well Managed, High Availability, DR
Team SitesTeam Sites My SitesMy SitesCorporate PortalCorporate Portal App 1App 1 App 2App 2
Portal Information Arch exampleBuild initial site architecture and delegate
HomeHome
PayrollPayroll
SupportSupportT & E T & E
R & DR & D TrainingTraining
ExecutiveExecutive SalesSalesFinanceFinance ProductionProduction ITIT Customer Support
Customer Support
BODBOD
Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Source: The Burton Group
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Microsoft Operations Framework 4.0
http://go.microsoft.com/fwlink/?LinkId=116390
Reduce Confusion through Consolidation of 'like' services
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6161
K.I.S.S.
Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources
http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx
CodePlex Governance Tools http://www.codeplex.com/governance
Join a SharePoint User Group!
SharePoint Deployment Essentials & Governance Checklist
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Quest Solutions for SharePoint
Site Administrator for SharePoint Discover, understand and manage your SharePoint environment
Migration Manager for SharePoint SharePoint 2003 to 2007 migration
File Migrator for SharePoint File shares to SharePoint migration
Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs
Quest Web Parts Enable rapid development of SharePoint applications
Public Folder Migrator for SharePointExchange Public Folders to SharePoint migration
Notes Migrator for SharePointNotes application content to SharePoint migration
Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control
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