KMA SharePoint Saturday San Francisco IT

IT Platform and Launch
Readiness – SharePoint 2010
Chris McNulty
KMA

9/13/2010 1

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

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Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #kmasp2010

About KMA
o Full-service IT consulting firm established in 1995
o 28 employees: Partner, PM, Analyst, Developer, QA
o Industry expertise and focus: Professional Services, Life Sciences &
Financial Services
o Microsoft technology focus:
• Microsoft Certified Partner since 1995 / Microsoft Gold Certified
Partner since 2004
• Working with SharePoint technologies since 2001
• Specialties in
 Collaboration: Portals, Communities and Content Management
 Insight: Enterprise Search and Business Intelligence
 Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)

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Agenda
• History & Background
• Platform Overview
– Server
– Client
• Upgrade & Migration
• Branding
• Administration & Optimization
• Governance

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History
• 2001: original release of Users
SharePoint
1,200,000,000
• 2003: expansion of libraries, 1,000,000,000
custom columns
800,000,000
• 2007: site columns, business
600,000,000
data catalog and content types
400,000,000
become widespread; adoption Users
rate leads to explosive growth of 200,000,000
SharePoint content -
• May 2010: release of SharePoint
2010

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What we’ve been hearing…
and why we can’t wait
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
Tools for knowledge management and
taxonomies
SharePoint should be like a corporate
“Facebook”
Two way data synchronization
Better end user forms designer
Integrated data dashboards
Full offline client
Support for managing large document stores,
large imports, document lifecycle and
records management?

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What we’ve been hearing…
and why we can’t wait
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
Managed Metadata Service Tools for knowledge management and
taxonomies
Communities, Ratings, Tags SharePoint should be like a corporate
“Facebook”
BCS Two way data synchronization
InfoPath 2010 Better end user forms designer
Performance Point Integrated data dashboards
SharePoint Workspace 2010 Full offline client
Yes, Yes, Yes, Yes! Support for managing large document stores,
large imports, document lifecycle and
records management?

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Congratulations!
o You’re the new SharePoint Administrator!!!
o But…
o You’re still responsible for:
• Exchange
• Active Directory
• SQL
• Desktop
• Help Desk
• Network/Firewall
• Cooking & Cleaning
• Etc.

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The Dilemma
o SharePoint administration is often an ‘add-on’ for other IT
professionals (SQL DBAs, AD Admins, Exchange Engineers)
o Time and focus are scarce resources!
o Common pain points include
• Upgrades are complex and hard to monitor
• Dispersed workforce, little control of browsers and Office versions
• Hard to understand and troubleshoot “behind the scenes”
performance and capacity planning
• Best practices not always understood or compared to system
health
• “All or nothing” administration means IT must be engaged for all
admin responsibilities, even search

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Microsoft SharePoint Server 2010 … the bright frontier

Microsoft SharePoint Server 2010 … the bright frontier

Eastern Long Island, July 4, 2010

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

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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

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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

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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

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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! (17)

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

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Demo Screenshot - Firefox – Cross
Browser

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Demo Screenshot - Cross Browser Web
Apps

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Predictable Upgrade

• Three paths
– In place
– Database upgrade
– Third party tools
• Process
– Pre-upgrade checker
– Visual Upgrade
– Resumable upgrade
– Progress reports
– Parallel DB upgrades

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Upgrade Demo
• PreScan Check
• Database Attach
• Visual Upgrade

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Demo Screenshot - Pre-Attach Test
PS C:Userscmcnulty> 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.

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Demo Screenshot - Upgrade
Dashboard

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Demo Screenshot - Original Upgrade

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Demo Screenshot - Visual Upgrade

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

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Demo
• Branding in Browser
• SharePoint Designer

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Logging, Monitoring, and Alerts

• Unified Logging
ULS Logs

• Out-of-the-box reports
• Richer Web Analytics Windows
Events

• Open Schema
Logging
• SCOM Integration Page
requests
DB

Feature
Logging

Health
data

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Proactive Resolution

• Developer Dashboard
– Empower developers and users
• Integrated Health Analyzer
– Runs when necessary
– Alerts anomalies
– Fixes when it can

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Health and Monitoring Demo
• IT Management
– Health Analyzer
– Web Analytics
– Developer Dashboard

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Demo Screenshot – Web Analytics

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Demo Screenshot - Developer
Dashboard

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Demo Screenshot - Health Check

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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

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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?

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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

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Resources: Microsoft and KMA
• From Microsoft:
– Business Intelligence: http://www.microsoft.com/bi/
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
– BI Blog: http://blogs.msdn.com/b/bi/

• From KMA:
– Online content, blogs, articles available through www.kma-llc.net
– Monthly live seminars/webinars
– Upcoming Events:
– SPTechCon (Boston) October 2010
– SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
– Standard Offerings
– SharePoint Health Check - 1-2 day fixed price engagement
– SharePoint 2010 Readiness 2 day fixed price engagement
– SharePoint Deployment Planning Services (SDPS)
– Information Architecture and Taxonomy Quick Start
– [Microsoft Office] Business Value Planning Services (BVPS)

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Q&A

• Open
Questions
• Contact Me
• Ask the Experts
• Prizes!

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Thank you…
• Contact Details
– Email cmcnulty@kma-llc.net
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: http://twitter.com/cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty

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Thank You!

PLEASE COMPLETE
THE SESSION SURVEY

KMA SharePoint Saturday San Francisco IT

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