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SharePointintersection
The Day After
A Post-Deployment SharePoint Survival Guide
Eric Shupps
eshupps@binarywave.com
Sponsored by:

Real-time application monitoring, event
management, and operational health
metrics for Microsoft SharePoint
Reduce troubleshooting time by up to 30%
Increase efficiency and improve user satisfaction
Avoid downtime and costly outages
Meet or exceed service level agreements
Maximize investment in current infrastructure

Visit us on the web at www.binarywave.com
About Me

The
SharePoint
Cowboy
Eric Shupps

CKS:DEV

Patterns
&
Practices

www.sharepointcowboy.com

www.slideshare.net/eshupps

3

facebook.com/sharepointcowboy

@eshupps

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Agenda

Planning
Adoption
Education

Publication
Operations
Support

4

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Planning

Planning

5

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Implementation

Day One

Day Two

We have SharePoint!

We have SharePoint!
6

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
It’s Never too Late for a Good Plan

Features

Security

Navigation

Taxonomy

Search

Social

7

Content

Branding

Apps

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Planning Tools
 Vision document
 Design and planning sessions












Technical
Executive
Business
Support

Governance plan
Functional specifications
Physical and logical architecture
Information architecture
Development and customization
strategy

8

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Adoption

Adoption

9

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Reasons for Failure
Vision, Goals and Objectives
Poor Communication
Resistance to Change
Barriers Without Benefits
Inadequate Education
Rules and Restrictions

10

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Drivers for Success
Plan to Succeed
Create Excitement
Solve Core Problems
Demonstrate Clear Value
Win Quickly and Often
Listen, Accept and Adapt

11

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Adoption Tools











Home page and file location defaults
Implementation of key applications
Contests, prizes and giveaways
Recognition
Newsletters
Posters
Executive engagement
Sandbox “playground”
VIP Groups
Departmental champions

12

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Education

Education

13

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Assume to Fail

Different doesn’t always mean better
More capabilities often results in a
longer learning curve
The current process may be poor but
it’s familiar

Just because you understand the
technology doesn’t mean users will
What you want may not be what the business
wants (or needs)

14

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Training Options

Formal

Contextual

15

Informal

On Demand

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Education Tools
 Classroom Training
 Computer-based Training



Video
Self-paced Tutorials

 Task-based Tutorials








Step by step walkthroughs
Rich media (audio/video)

Wiki Pages
Workshops
Contests
Lunch and Learn sessions

16

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Publication

Publication

17

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Cultivate Contribution

Guidelines

Ownership

18

Roles
&
Responsibilities

Empowerment

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Publication Tools
 Education
 How To’s and Tutorials
 Publishing Guidelines







Wiki

Acceptable Use Policy
Working Groups
Champions
Demonstrate -> Transition ->
Support

19

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Operations

Operations

20

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Value

Mission Critical Service
21

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Platform
Operational Stability

Uptime

Event
Velocity

Error
Rate

Incidents

Performance

Data
Protection

22

Availability

Disaster
Prevention

Disaster
Recovery

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Monitoring
Network
Systems
Hardware
Operating System
Database

Software
Server Applications
Dependent Applications

Services
Delivery
Response & Resolution Time/Rate
User Satisfaction

23

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Provisioning
Service Applications

Web Applications
Site Collections
Sites
Archiving
Permissions

24

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Security
Authorized Access

Unauthorized Access
Auditing
Response Plan
Breach Detection

25

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Delivery
Features

Components
Enhancements
Applications
Utilities
Customizations

26

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Maintenance
Platform
Infrastructure
Applications
3rd Party

Updates
Service Packs
Version to Version Upgrades
OS and Hardware

Change Management
Request Review and Approval
Impact Assessment and Scheduling
Fallback/Rollback Procedures

27

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Operations Tools
 Business continuity plan
 Disaster recovery infrastructure,
procedures and frequent drills
 Backup/Recovery scripts and/or 3rd
party products
 Comprehensive monitoring tools
 Log analysis and intelligence tools
 Security risk assessments and
regular/automated auditing
 Provisioning policies & automation
 Maintenance plan
 Change management procedures

28

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Support

Support

29

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Service Operations
Event Management
Incident Management

Request Fulfillment
Access Management
Problem Management
IT Operations Control
Facilities Management

30

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Did you know?

The average SharePoint farm generates
more than 5,000 critical events each day
31

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Event Management

Monitoring

Review

Investigation

Escalation

Assignment

32

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Event Velocity

33

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Event Categories

34

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Incident Management

Ticketing

Triage

Routing

Tracking

35

Resolution

Reporting

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Support Tools










Service delivery plan
Well-defined policies & procedures
Incident management system
Event management system
Post-mortem reviews
Internal performance measurement
User satisfaction surveys
User feedback mechanism
User engagement opportunities

36

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Review

Planning
Adoption
Education

Content
Operations
Support

37

© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Sponsored by:

Real-time application monitoring, event
management, and operational health
metrics for Microsoft SharePoint
Reduce troubleshooting time by up to 30%
Increase efficiency and improve user satisfaction
Avoid downtime and costly outages
Meet or exceed service level agreements
Maximize investment in current infrastructure

Visit us on the web at www.binarywave.com
Questions?
Don’t forget to enter your evaluation
of this session using EventBoard!

Thank you!

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The Day After - A Post-Deployment SharePoint Survival Guide