1. ECM/WCM Planning, Implementation and Migration Strategies SharePoint Saturday New YorkJuly 31, 2010Chris McNulty

2. ECM/WCM Planning, Implementation and Migration Strategies SharePoint Saturday New YorkJuly 31, 2010Chris McNulty

3. KMA Background A full-service information technology consulting firm established in 1995, based in Waltham, MA 27 employees: Partner, PM, Analyst, Developer, QA Industry expertise and core focus: Professional Services, Life Sciences & Financial Services Microsoft technology focus: Microsoft Certified Partner since 1995 Microsoft Gold Certified Partner since 2004 Working with SharePoint technologies since 2001 Specialties in Enterprise Content Management and Forms, Portals and Collaboration, Search Approximately 15 consultants versed in SharePoint technologies Approximately 70 SharePoint projects delivered over last 2 years

4. 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 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. I live outside Boston…

6. But I’m from here…

7. Agenda Disclaimer Solution Overview ECM – Enterprise Content Management Versioning and Approvals Drop-off library Records Management – In Place vs. Records Center Document Hold Disposition and ILM WCM Planning – Collaboration vs. Publishing Microsoft Reference Architecture Upgrade & Migration

8. Microsoft SharePoint Server 2010 … the bright frontier

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

10. SharePoint Content Enable employees to deliver value fast with Document Sets Managed as a single entity Different types of content items Pre-Beta screenshots, subject to change

11. SharePoint Content Make it easy for users to enter metadata and use it Hierarchical taxonomy structure Metadata-driven navigation Capture metadata in Office Pre-Beta screenshots, subject to change

12. SharePoint Content Rich authoring and publishing for web and multi-media content Microsoft Confidential, Prototype Only Streaming video on web pages Ribbon menu for media content Digital-Asset Management Pre-Beta screenshots, subject to change

13. SharePoint Content Expand reach of records management across the enterprise Declare a record in a team site Location-based policies Multi-stage disposition policies Pre-Beta screenshots, subject to change

14. Enterprise Content Management Approvals and Versioning Drop-off Library & Content Organizer Records Management & Records Center In Place vs. Records Center Hold and Discovery ILM and Retention Policies

15. Versioning and Approval Classic product functions User options Interactive approval Workflow approval

16. Drop-off Library and Content Organizer Move content based on content type Move content based on metadata and properties

17. Records Management and Holds In place vs. Records Center Enablements Site Collection Feature “In Place Records Management” Records Center – Custom Site Collection Hold and eDiscovery Site Feature Custom Send To Actions (Cent. Admin) Move, Copy, Move and Leave Link

18. Information Lifecycle Management Default behavior is defined for Content Types (MMS) Redefine (override) at library/folder level Rich array of functions and custom workflow

19. Web Content Management Decide on your paradigm – publishing vs. collaboration Business case – page creation by owners Edit and approve in place Optional - deployment paths

20. WCM and Migration – Planning and Architecture

21. 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

22. Upgrade Demo PreScan Check Database Attach Visual Upgrade

23. 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.

24. Demo Screenshot - Upgrade Dashboard

25. Demo Screenshot - Original Upgrade

26. Demo Screenshot - Visual Upgrade

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

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

30. From KMA:

31. Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)

32. August 2010: SharePoint 2010 Enterprise Search

33. Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events

34. SharePoint Deployment Planning Services (SDPS), now available for 2010 planning

35. From me

36. SharePoint Saturday San Francisco September 11, 2010 (Business Intelligence / IT Platform and Upgrade)

37. SharePoint Saturday Boston -- September 25, 2010 (SharePoint Data Visualization)

38. SPTechCon Boston – October 20-22, 2010 (Core Collaboration)

39. KMWorld (Washington DC - November 2010)

42. Open Questions

43. Contact Me

44. Ask the community

45. Microsoft Product Management

46. Feedback forms

48. 2 ASUS Netbooks Also Some Books 1 Typemock Isolator License A 2-5 Day Course from SetFocus on SharePoint Telerik RAD Controls Set 1 DeliverPoint WFE 2010 license (Worth $1500) 1 BCS Meta Man license (Worth $1200) 1 Lightning Conductor 2010 WFE license (Worth $800) 1 Lightning Storm Forums license. (Worth $600)