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Deployment Planning for Success



                                twitter   @davidsamoranski




                      david.samoranski    @robbinsgioia.com




David Samoranski
Product Manager
                                          @davidsamoranski
Session Summary




Audience   Energy   Requirements   Planning




                                          @davidsamoranski
Thank You to the Sponsors of SharePoint Saturday Bend!
AUDIENCE




           @davidsamoranski
Their World




              Change       Complexity




              Compliance   Consolidation




                              @davidsamoranski
Explore Pain




               Trends        Customers




               Information   Teams




                                @davidsamoranski
Symptoms




           Costs     Productivity




           Quality   Time




                         @davidsamoranski
Understand the Problem




  Facts     Challenges




  Effects   Value


                         @davidsamoranski
Be the Solution




  Translator   Problem Solver




  Advisor      Partner


                                @davidsamoranski
ENERGY




         @davidsamoranski
Dreamforce 2012




                  Laptops   Smart Phones




                  Tablets   Technology




                               @davidsamoranski
Tony Robbins




               Human        Involuntary




               Infectious   Contagious




                                @davidsamoranski
Realistic Optimism




                     Pain       Opportunity




                     Problems   Solutions




                                    @davidsamoranski
Better Together



                  Business
                  Problems




                  SharePoint
                  Solutions




                     @davidsamoranski
REQUIREMENTS




               @davidsamoranski
The Demo




           Educational   Knowledge




           Capability    Vision




                             @davidsamoranski
Mental Gymnastics




  Make it Easy!   Connect the Dots




  Current Needs   Future Possibilities


                                         @davidsamoranski
Start with the Problems




  Sample Data     Documentation




  Process Model   Questionnaire


                                  @davidsamoranski
Prove the Concept




  Sites & Pages   Lists & Libraries




  Web parts       Columns & Views


                                      @davidsamoranski
The Art of the Possible




                     Content       Search




                     Integration   Reporting




                                      @davidsamoranski
Create a Vision




                  Today        Tomorrow




                  Investment   Benefit




                                   @davidsamoranski
PLANNING




           @davidsamoranski
Problem Statement




                    Focus        Priority




                    Engagement   Expectation




                                     @davidsamoranski
Solution Statement




                     Characteristics   Outcome




                     Behavior          Results




                                           @davidsamoranski
Breaking it Down




                   Users      Services




                   Products   Features




                                  @davidsamoranski
User and Services Example



                  Standardized   Continuous
                  Data Entry     Collaboration




  FM Analyst      Self-service
                  Reporting
                                 Data
                                 Integration




                                         @davidsamoranski
Product & Features Example




                 Forms Services   Lync Server




  SharePoint     Excel Services   BCS




                                          @davidsamoranski
Architect the Solution

                            Partner                               Remote                                                           Internal                    Farm                                            Customers
     Users                  Employees                           Employees                                                          Employees          Administrators

                                                                                                                                                                                                                         Customer
              Extranet                                               Default                                         Intranet                                  Custom                                                 Environment
                                                                                                                                                                                                                    Internet
             Authentication = forms                     Authentication = NTLM (Integrated Windows)           Authentication = Integrated Windows           Authentication = Integrated                         Authentication = Anonymous
                 authentication                                 using ISA Server 2006 SSO                            (Kerberos or NTLM)                      Windows (Kerberos or
                                                                           —or—                                                                                      NTLM)
                                                               Forms with an LDAP provider



                                                                                                                                                       Solution
                                                          [ Get ‘y’ ]             [ Load Balancer ]                                                                                                      [ Load Balancer ]
                                                                                                                                                                                                                         LOB Data
                                                                                              Web
                                                                                                                                                                     Document
                                                        Farm A                                                                                                      Management B
                                                                                                                                                                          Farm


     Application Pool 2                    Application Pool 1                                                 Application Pool 3                           Application Pool 7                                 Application Pool 8                Conceptual
                                                                                                                 SSP Site -
                                                               [ Enter ‘x’ ]
        SSP Site - Default                     Central Admin Site                                                                                              Central Admin Site                                 SSP Site - Default
                                                                                                                 PartnerWeb
                                                                                                                                                                    Web Content                                         SQL Server
                                                                                                                                     Search                         Management
 Users                                                   [ Get ‘y’ ]

                                                                                         Microsoft
 Application Pool 4
                                                       [ Search ‘x’ ] Pool 5 Office 2007
                                                             Application                                              Application Pool 6                                                                                   Application Pool 9

     Web Application: Published Intranet Content                   Web                Web Application: Team                Web Application: Partner Web
                                                                                                                                                               Rights Management                                          Identity
                                                                                                                                                                                                                            Web Application:
                                                                                                                           http://PartnerWeb/sites                                 Content Deployment
                                                                   Application:
                                                                   My Sites
                                                                                      Sites
                                                                                                                           http://team
                                                                                                                                                                                                                        Management
                                                                                                                                                                                                                            Company
                                                                                                                                                                                                                            Internet Site
                                                                                                                                                                                                                            www.fabrikam.com




                                                                                                         Team3


                                                                                                     Team2
                                                                                               Team1




                                                                                                                                                                                                                                                Logical
HR             Facilities         Purchasing
                                                                                                               Project 1            Project 2      Project 3          Authoring          Staging                    Production
                                                   http://my

                               http://my/personal/<user>


                                                                                                                                                                                               Product       Services      Support




                                                                                                                                                                                                                                                    @davidsamoranski
Identify the Gaps




                    Current State




                    Future State




                        @davidsamoranski
Crunch the Numbers




                     Deployment      Support




                     Configuration   Customization




                                        @davidsamoranski
QUESTIONS?



David Samoranski | @davidsamoranski | (703) 706-4020
         david.samoranski@robbinsgioia.com

                                              @davidsamoranski
THANK YOU!




             @davidsamoranski

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Deployment Planning for Success - #SPSBend

  • 1. Deployment Planning for Success twitter @davidsamoranski david.samoranski @robbinsgioia.com David Samoranski Product Manager @davidsamoranski
  • 2. Session Summary Audience Energy Requirements Planning @davidsamoranski
  • 3. Thank You to the Sponsors of SharePoint Saturday Bend!
  • 4. AUDIENCE @davidsamoranski
  • 5. Their World Change Complexity Compliance Consolidation @davidsamoranski
  • 6. Explore Pain Trends Customers Information Teams @davidsamoranski
  • 7. Symptoms Costs Productivity Quality Time @davidsamoranski
  • 8. Understand the Problem Facts Challenges Effects Value @davidsamoranski
  • 9. Be the Solution Translator Problem Solver Advisor Partner @davidsamoranski
  • 10. ENERGY @davidsamoranski
  • 11. Dreamforce 2012 Laptops Smart Phones Tablets Technology @davidsamoranski
  • 12. Tony Robbins Human Involuntary Infectious Contagious @davidsamoranski
  • 13. Realistic Optimism Pain Opportunity Problems Solutions @davidsamoranski
  • 14. Better Together Business Problems SharePoint Solutions @davidsamoranski
  • 15. REQUIREMENTS @davidsamoranski
  • 16. The Demo Educational Knowledge Capability Vision @davidsamoranski
  • 17. Mental Gymnastics Make it Easy! Connect the Dots Current Needs Future Possibilities @davidsamoranski
  • 18. Start with the Problems Sample Data Documentation Process Model Questionnaire @davidsamoranski
  • 19. Prove the Concept Sites & Pages Lists & Libraries Web parts Columns & Views @davidsamoranski
  • 20. The Art of the Possible Content Search Integration Reporting @davidsamoranski
  • 21. Create a Vision Today Tomorrow Investment Benefit @davidsamoranski
  • 22. PLANNING @davidsamoranski
  • 23. Problem Statement Focus Priority Engagement Expectation @davidsamoranski
  • 24. Solution Statement Characteristics Outcome Behavior Results @davidsamoranski
  • 25. Breaking it Down Users Services Products Features @davidsamoranski
  • 26. User and Services Example Standardized Continuous Data Entry Collaboration FM Analyst Self-service Reporting Data Integration @davidsamoranski
  • 27. Product & Features Example Forms Services Lync Server SharePoint Excel Services BCS @davidsamoranski
  • 28. Architect the Solution Partner Remote Internal Farm Customers Users Employees Employees Employees Administrators Customer Extranet Default Intranet Custom Environment Internet Authentication = forms Authentication = NTLM (Integrated Windows) Authentication = Integrated Windows Authentication = Integrated Authentication = Anonymous authentication using ISA Server 2006 SSO (Kerberos or NTLM) Windows (Kerberos or —or— NTLM) Forms with an LDAP provider Solution [ Get ‘y’ ] [ Load Balancer ] [ Load Balancer ] LOB Data Web Document Farm A Management B Farm Application Pool 2 Application Pool 1 Application Pool 3 Application Pool 7 Application Pool 8 Conceptual SSP Site - [ Enter ‘x’ ] SSP Site - Default Central Admin Site Central Admin Site SSP Site - Default PartnerWeb Web Content SQL Server Search Management Users [ Get ‘y’ ] Microsoft Application Pool 4 [ Search ‘x’ ] Pool 5 Office 2007 Application Application Pool 6 Application Pool 9 Web Application: Published Intranet Content Web Web Application: Team Web Application: Partner Web Rights Management Identity Web Application: http://PartnerWeb/sites Content Deployment Application: My Sites Sites http://team Management Company Internet Site www.fabrikam.com Team3 Team2 Team1 Logical HR Facilities Purchasing Project 1 Project 2 Project 3 Authoring Staging Production http://my http://my/personal/<user> Product Services Support @davidsamoranski
  • 29. Identify the Gaps Current State Future State @davidsamoranski
  • 30. Crunch the Numbers Deployment Support Configuration Customization @davidsamoranski
  • 31. QUESTIONS? David Samoranski | @davidsamoranski | (703) 706-4020 david.samoranski@robbinsgioia.com @davidsamoranski
  • 32. THANK YOU! @davidsamoranski