Presentation at SharePoint Saturday East Bay September 2011 on IT Planning, upgrade and management of SharePoint 2010

1. IT Platform and Launch Readiness – SharePoint 2010 Chris McNulty KMA

2. IT Platform and Launch Readiness – SharePoint 2010 SharePoint Saturday East Bay September 2010Chris McNulty

3. About Me Working with SharePoint technologies since 2000/2001 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) SharePoint practice lead at KMA Write and speak often on Microsoft information worker technologies (book out this month!) Microsoft MCSE/MCTS/MSA/MVTS BC MBA in Investment Management Hiking, cooking, playing guitar, colonial history, photography My family: Hayley, three kids (15, 6, 3) and my dog Stan

5. 28 employees: Partner, PM, Analyst, Developer, QA

6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services

7. Microsoft technology focus:

8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

9. Working with SharePoint technologies since 2001

10. Specialties in

11. Collaboration: Portals, Communities and Content Management

12. Insight: Enterprise Search and Business Intelligence

14. History 2001: original release of SharePoint 2003: expansion of libraries, custom columns 2007: site columns, business data catalog and content types become widespread; adoption rate leads to explosive growth of SharePoint content May 2010: release of SharePoint 2010

15. What we’ve been hearing…and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle:

16. What we’ve been hearing…and why we can’t wait Some consistent requests from our clients during the SharePoint 2007 lifecycle:

18. But…

19. You’re still responsible for:

20. Exchange

21. Active Directory

22. SQL

23. Desktop

24. Help Desk

25. Network/Firewall

26. Cooking & Cleaning

28. Time and focus are scarce resources!

29. Common pain points include

30. Upgrades are complex and hard to monitor

31. Dispersed workforce, little control of browsers and Office versions

32. Hard to understand and troubleshoot “behind the scenes” performance and capacity planning

33. Best practices not always understood or compared to system health

35. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

36. Platform Basics SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers require prep work. Windows Server 2008 or Windows Server 2008 R2 X64 SQL Server 2005 x64 SP3 CU3 Or SQL Server 2008 x64 SP1 CU2 Or SQL Server 2008 R2 May also need KB971831 - support token authentication without transport security or message encryption in WCF

37. Shared Service Applications The 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.] Crawl/index no longer a single server role In 2010, administration can be delegated Key targets: Enterprise search, metadata, user profiles

38. Managed Metadata Service Centralized shared hierarchies of tags and terms [taxonomy] Centralized governance of user-created keywords [folksonomy] Centralized sharing and publication of content types throughout the enterprise

39. Client/Browser Technology Internet Explorer 7/8, Firefox and Safari are all supported. IE6 is not supported, so don’t defer that upgrade! Most other browsers are still supported for Internet configurations Office 2010 includes optimizations for the new platforms Offline Access 2007: used Outlook 2007 and Groove SharePoint Workspace 2010 integrates offline documents and lists

40. Office Web Applications SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”. In part, this enables simultaneous multiuser editing of Office documents: Excel in OWA, not client Word/PowerPoint on client only if file opened from a shared document library OneNote client or OWA The best iPhone/iPad app you can’t get in the App Store!

41. Client and Admin Demo New Clients Firefox Office Web Apps Mobile Clients SharePoint Workspace Central Administration New Site Collection Shared Service Application Managed Metadata Service

42. Demo Screenshot - Firefox – Cross Browser

43. Demo Screenshot - Cross Browser Web Apps

44. Predictable UpgradeDo-no-harm Three paths In place Database upgrade Third party tools Process Pre-upgrade checker Visual Upgrade Resumable upgrade Progress reports Parallel DB upgrades

45. Upgrade Demo PreScan Check Database Attach Visual Upgrade

46. Demo Screenshot - Pre-Attach Test PS C:sersmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebAppli cation http://kmamssd01 Category : SiteOrphan Error : True UpgradeBlocking : False Message : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is alrea dy used by a different site, in database (Id = [2cc0fc28-c1ff -4311-ac68-918229f5d834], name = [WSS_Content]), in the same web application. Consider deleting one of the sites which hav e conflicting urls. Remedy : The orphaned sites could cause upgrade failures. Try detach a nd reattach the database which contains the orphaned sites. R estart upgrade if necessary.

47. Demo Screenshot - Upgrade Dashboard

48. Demo Screenshot - Original Upgrade

49. Demo Screenshot - Visual Upgrade

50. Branding 2007: Extensive Customization Possible, requires CSS and SharePoint Designer 2010: Branding and Themes Directly From Browser

51. Demo Branding in Browser SharePoint Designer

52. Logging, Monitoring, and AlertsKnow what is going on Unified Logging Out-of-the-box reports Richer Web Analytics Open Schema SCOM Integration ULS Logs Windows Events Logging DB Page requests Feature Logging Health data

53. Proactive Resolution Get ahead of issues Developer Dashboard Empower developers and users Integrated Health Analyzer Runs when necessary Alerts anomalies Fixes when it can

54. Health and Monitoring Demo IT Management Health Analyzer Web Analytics Developer Dashboard

55. Demo Screenshot – Web Analytics

56. Demo Screenshot - Developer Dashboard

57. Demo Screenshot - Health Check

58. Governance SharePoint 2010 provides more opportunities, and more importance for reengaging users and sponsors about governance issues than before Major tools Sandbox code Query governors New functions

59. Governance in SharePoint 2010 SharePoint Designer Now free (since 2008) Allowed or denied Restricted - PlaceholderMain Social tagging and ratings I like it/I hate it Ratings and adverse feedback ECM Records management In place vs. Record Center Content Organizer Who controls the lifecycle?

60. Summary Biggest technical changes 64-bit only IE7/8 & Firefox Shared Service Applications Upgrade choices In place Database attach Third party content migration tools New functions Managed metadata Performance Point Dashboards and Business Data Connectivity Communities and Personalization Additional changes Developer Dashboard Office Web Applications Scalable Search Topology New governance tools and requirements

62. Business Intelligence: http://www.microsoft.com/bi/

63. SharePoint 2010 site: http://sharepoint.microsoft.com

64. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

65. BI Blog: http://blogs.msdn.com/b/bi/

66. From KMA:

67. Online content, blogs, articles available through www.kma-llc.net

68. Monthly live seminars/webinars

69. Upcoming Events:

70. SPTechCon (Boston) October 2010

71. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)

72. Standard Offerings

73. SharePoint Health Check - 1-2 day fixed price engagement

74. SharePoint 2010 Readiness 2 day fixed price engagement

75. SharePoint Deployment Planning Services (SDPS)

76. Information Architecture and Taxonomy Quick Start

78. Contact Me

79. Ask the Experts

81. Please complete the session survey Thank You!

82. Thank You To Our Sponsors!