SharePoint Keynote NZSPC 10 Steps to Successful Deployment

1. 10 Steps to Successful Deployment (NZSPC Keynote) Joel Oleson Sr. Architect Quest Software http://www.sharepointjoel.com @joeloleson

2. Who is SharePoint Joel? 8+ Year SharePoint Veteran 5 Years in MS IT 2 Years in SharePoint Product Team 1 year independent Quest SharePoint Architect SharePoint Evangelist Consultant and Trainer Social Media Evangelist

3. Watch Out for Killer Bunnies

4. 10 Steps To SharePoint Success Wake up and Confront Reality Create a Plan Exec Sponsor with Clear Vision Create a Diverse Skilled Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid.

5. Wake up & Confront Reality

9. Create a Plan or Plan to Fail!

10. Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner

11. SharePoint Governance 11 Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization Source: The Burton Group

12. Clear Vision, Mission and Goals

13. Get a Passionate Executive Sponsor

14. Get me SharePoint or your out! Exec Sponsor with Vision & Budget

15. What is Deployment? Build a Service NOT Install Software

16. SharePoint is Plastic. Don’t create Robot Barbie!

17. Telling the SharePoint StoryChoose your own adventure!

18. Cleverworkarounds.com Cleverworkarounds.com

19. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)

20. Policies Support Services

21. Create the Dream Team

23. Sample SharePoint Team SharePoint Site Collection Administrator(s) SharePoint Infra Admins Business Intelligence Collaboration SharePoint Designer or Business Analyst BusinessForms PlatformServices Portal Content Management Search Content Administrator SharePoint Developer(s)

24. Functional Groups/Teams

25. September 2007 “Data Governance: What Works And What Doesn’t” Data Governance Roles And Responsibilities

26. SharePoint Deployments are you ready? Adapted from Tuckman and Jensen 1977

27. Joel’s Deployment Model Are you trying to be a Rockstar with the experience of a newbie?

28. Define Clear Policies and Standards

31. Defining Policies Consider charge back for App Hosting Use Site Collection quotas How do I handle a free SharePoint Designer? What should I do with Codeplex? Support for Third party solutions? Require Solution Deployments!!! (.wsp) IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back Self Service Smaller Quota Quicker Expiration OOB Adhoc Structured

32. Build for Today Design for Tomorrow

33. Containment Hierarchy

34. Joel's Cheat Sheet for Hosting

35. SharePoint Service Offering Structured Adhoc Long term Short term

36. Ready for the Cloud? SharePoint Hosting

37. Don’t Forget Change Management with Staged Deployment

38. SharePoint Dev Life Cycle Customizations SharePoint Designer + UI Customizations Dev Assets Visual Studio .WSP

39. Critical Policy Decisions (Customization vs. Development) Dev Assets Portability Limited Portability Customizations

40. SharePoint Dev Life Cycle Development Assets -> .WSPs Content Databases

41. Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390

42. Adoption is What Counts!

43. Understanding Adoption Design Implementation

45. Keep it Simple Stupid!

46. K.I.S.S.

47. Keep It Simple Stupid. Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up… Start with Collab, Search and Profiles, it’s an easy win. Watch for Scope Creep it is very easy in SharePoint. Careful with development requirements that lead to custom site definition

48. Cutting corners – “My Devs are My Admins” The SharePoint project is no longer SharePoint (it’s so custom and no longer supportable) “Production is test and dev, and where I introduce my service packs” SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.) Comon let this .DLL go... (require .WSP!) NOT Key takeaways today...

49. SharePoint Deployment Essentials & Governance Checklist

50. 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 New SharePoint Information Portal: http://SharePoint.Microsoft.com Join a SharePoint User Group!

51. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Quest Web Parts Enable rapid development of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration 51

52. Thank You!

53. Enjoy the Conference!

54. Questions?