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Proven Practices for Application Lifecycle
Management with SharePoint
Mary Leigh Mackie
maryleigh.mackie@avepoint.com
@mlmackie
Session Objectives and Takeaways

• SharePoint Application Lifecycle Management
• Managing and Governing ALM in SharePoint
  – Definition and Purpose of Governance
  – ALM Governance and Management Challenges
• SharePoint ALM
  – Out of the box capabilities
  – When to think about additional technology options
• Final Considerations
AvePoint: Who We Are
Global Leader -- Microsoft® SharePoint Infrastructure Management




  “Clearly AvePoint is making the most of both Microsoft technology and the Microsoft
  Partner Network in its quest to create a profitable business.”
              – Jon Roskill, Microsoft Corporate Vice President, Worldwide Partner Group
Application Lifecycle Management
                                           Overview




    © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means,
                                                       without the prior written consent of AvePoint, Inc.
SharePoint is an Application:
Application Lifecycle Management!

  Development     Testing     Staging   Production


    Design       Design      Design      Design



  Front-End     Front-End   Front-End   Front-End




   Solutions    Solutions   Solutions   Solutions
Planning for ALM in SharePoint
SharePoint Development IS an IT Project
• Global change management is required for…
      –   Platform updates and upgrades
      –   Branding
      –   Solutions and customizations: 80-20 Rule
      –   IA restructuring
      –   Etc…




Source: Microsoft TechNet, MSDN, and blogs
Managing and Governing ALM in
         SharePoint




   © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means,
                                                      without the prior written consent of AvePoint, Inc.
Key Players of Governance



                     People




           Policy                Process




                    Technology
Governance Spectrum




          Chaos
                      Restricted
Key Policy Areas of Governance


                                     Project
              IT Assurance
                                   Governance


                                  Technology &
              Information
                                    Business
              Governance
                                    Alignment


                         Continuous
                        Improvement


    http://www.21apps.com/governance/sharepoint-governance-3-0/
Introducing a Governance Plan


                    Integration



                   Applications



                   Collaboration




                     Content
Governance and Site types
Getting the right tools for the job…

• Standard administration
  interfaces
   – Quotas, locks, permissions,
     records management
• Powershell
   – Administrative functions,
     Data protection
• SharePoint services and
  features
   – Managed metadata service
     for classification
   – ISV solutions for
     management
                                   Manual
• SharePoint Designer, Visual               Automated
  Studio
Governing Application Management
         Strictly managed                                          Loosely Managed
         development                                                   Development
         Customizations must adhere to                            Rules about development
         customization policy, deployments and           environments or customizations are
         updates tested and rigorously managed.                                  less rigid.




                         What’s the right balance
                         for your organization?


Determine customization types you want to allow/disallow, and how to
manage them:
 Service level descriptions                         Approved tools for development
 Processes for analyzing customizations             Who is responsible for ongoing code
 Process for piloting and testing                    support
  customizations                                     Specific policies regarding each
 Guidelines for packaging and deploying              potential type of customization (done
  customizations                                      through the UI or SD)
 Guidelines for updating customizations
Options for Extending SharePoint

     • Custom Code
       (Powershell, STSADM,
       .NET)
     • CodePlex
     • Visual Studio
     • SharePoint Designer
     • 3rd Party products/
       services


15
Customizations & Branding

• Isolate custom solutions: Sandbox Solutions
    – Cannot use certain computer and network resources
    – Cannot access content outside the site collection they are deployed
      in.
    – Can be deployed by a site collection administrator.
    – Governed: only a farm administrator can promote a sandboxed
      solution to run directly on the farm in full trust.
•   Master Pages and Page Layouts
•   Themes
•   To “Designer” or not to “Designer”
•   Separate development, pre-production, and production
    environments (keep these environments in sync)
Do I Build or Buy? (Or Neither)
Suggested Evaluation Criteria
Evaluate Out of the Box Features FIRST (80% Rule)
• Supportability and Maintenance (IT skill sets, upgrades,
  debugging)
• Documentation (including Training and Handover)
• Extensibility
• Impact on Infrastructure (Data Protection SLAs, Storage,
  etc)
• Integration with other 3rd parties/customizations
• Cost (of dev or product + training + support, etc) and
  ROI
• Risk (Who is accountable?)
Challenges with SharePoint development

•   Environment setup
•   Platform learning curve
•   Toolset support
•   Team development
•   Versioned releases
SharePoint Lifecycle Management Process
SharePoint Application Lifecycle
         Management
A closer look at:
    • Platform enhancements
    • Tool enhancements
    • Artifact provisioning
    • Automated builds


     © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means,
                                                        without the prior written consent of AvePoint, Inc.
SharePoint 2010 Platform
    Enhancements
Solution (WSP) Packages
                                      • Used to deploy
                                        custom code
                                      • Contains all files and
 Manifest.xml          Assembly.dll
                                        deployment
                                        instructions
                                      • WSP extension
                 WSP                     – Internally a cabinet file
                                      • Created by Visual
                                        Studio
                                      • Farm or Sandboxed
  AppPage.aspx          Image.jpg
Sandboxed Solutions


                       Security and
    Business Agility
                         Stability
List Improvements

•   Scalability and performance
•   Relationships
•   Validation
•   Lookup to multiple columns
•   List index auto creation
•   List query throttling
•   XSLT views
Tool
Enhancements
Visual Studio 2010
Development Environment

•   Windows 7/Vista SP1 support
•   Must be 64-bit
•   Requires min 4GB RAM for Foundation
•   SharePoint 2010 must be installed locally
•   Wizard installs and configures most things
•   Virtualization
SharePoint Tools Continuum



Business Analyst/Process            Designer/IW/Power User             Professional developer
       Designer            Import



                                                                        Code workflows
                                                              WSP
                                    Web part hook up         Package    Event receivers
                                     Views & Forms                       List definitions
                                       Declarative                     Application pages
                           Export
                                       workflows
VS2010 improvements

•   Source control support
•   Built-in SharePoint tooling
•   F5 debugging
•   Visual web parts
•   Server Explorer
•   Package Designer
•   Feature Designer
•   Extensible
But it’s not perfect

•   Backwards compatibility
•   .NET 4.0 support
•   64-bit only
•   Unit testing
•   Web testing
•   Accessibility
Artifact Provisioning
SharePoint Designer

•   Promotion between environments
•   Should certain artifacts be packaged as a WSP?
•   Manual copying and pasting files
•   Restricting use by policy
•   Using third party tools to manage deployments
Deployment in SharePoint 2010

OOTB Capabilities?               What is it missing?
• Deploy / roll-back             • Granular control of rights
  solutions (packages)             (delegation), design
• Activate / deactivate            elements, content, and
  features                         customizations
• Export / import site           • DLLs, GAC files,
  collections, sites, or lists     Customizations,
• More VS2010 integration          Workflows, IIS
  (sandbox)                        configuration
• Visual upgrade (first
  deployment)
Automated Builds
Moving Between Environments

Out of the Box Capabilities With Third Parties
• Perform change in test       • Perform change in test
  environment
• Package as solutions
                                 environment
  whenever possible            • Ability to compare
  (VS2010)                       environments
• Document all changes
• Repeat all changes in        • Deploy to appropriate
  production environment(s)      farm(s)
   – STSADM operations (now    • Produce report of all
     PowerShell scriptable)
   – Define appropriate          changes
     parameters for IIS
   – Make other settings and
     configuration changes
     (VS2010)
Build Process
Build Process
Dev PC                                                               Team Foundation Server
                                             Fix Bugs
                                       (repeat as necessary)
                                            Check In




                    F5 Deploy
  Development


                                                                                                    Nightly build

                                                                                                    -OR-

  Smoke Testing                                                                                     Continuous
                                                                                                    Integration
                                                                                 WSP
                                                                                  Check   in WSP


    Staging                                                                          Build Server
                                Bugs

                                                                                      Team Build
  Warm-blooded
   user testing
                                                                                            Build

                                                                               WSP
                                                                                     SP2010 DLL’s

                                               Install and Activate [script]              Unit Testing
Automated testing
Ensuring Business Continuity
Planning for ALM in SharePoint
Goal: Increase Platform Reliability

• Support increasingly
  stringent business
  requirements for:
   – Content access times
   – SLAs for availability
   – QoS for global users




    © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means,
                                                       without the prior written consent of AvePoint, Inc.
Increase Production Reliability
       Development      Testing         Staging       Production




     • Incorporate Multiple farm approach
     • Plan for Global Change Management
        Need repeatability to ensure success criteria!

41
Load and Performance Testing

• Visual Studio Ultimate
• Stress test code
   – Simulating users
• Highlights overuse of
  creating new SPSite
  objects
• Validates server roles
  and hardware
Data Protection Requirements
Monitor Health and ensure global protection
                                    • Content DB
•   Monitor SharePoint’s health globally
                                 • Search Index
                           • Hive             • Solutions
•
                                 • Web Application
    Protect valuable SharePoint assets                                   Content
                           • GAC              • Cust. Features
                                 • Site Collection
     – Multiple farms
                           • Gallery
     – Custom solutions          • Site                               Customizations
                           • Site Definition
     – Workflows                 • List/Library
                                  • Central Admin DB
     – Content (even externalized!)
                                 • Folder                        SharePoint Configurations
     – Security structure,        • Config DB
                                 • Item/Document
     – Wikis, blogs, MySites        • Version                    Externalized Data (BLOB)
     – Metadata                      • IIS Metabase
                                    • Metadata
                                     • IIS Settings
                                                                  System Configurations
•   Simplify Restore process         • Web.Config
                                     • InetPub                       Binary File (OS /
•   Maintain failover environment?                                     SharePoint)
Q&A
Resources

• SharePoint 2010
   – http://sharepoint.microsoft.com/
• SharePoint ALM resource center
   – http://msdn.microsoft.com/en-us/sharepoint/dd552992
• SharePoint Patterns & Practices Group (SPG)
   – http://msdn.microsoft.com/en-us/library/ff770300.aspx
• FREE conference videos & slides
   – http://msdn.microsoft.com/en-
     us/sharepoint/ff405669.aspx
   – http://www.microsoft.com/downloads/details.aspx?Fa
     milyID=f8cb362c-75ad-4cb9-9fbc-3abcdf6afeaf
• SPDisposeCheckStatic Rules
   – http://spdisposecheckstatic.codeplex.com/
AvePoint - SharePoint App Lifecycle Mgmnt

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AvePoint - SharePoint App Lifecycle Mgmnt

  • 1. Proven Practices for Application Lifecycle Management with SharePoint Mary Leigh Mackie maryleigh.mackie@avepoint.com @mlmackie
  • 2. Session Objectives and Takeaways • SharePoint Application Lifecycle Management • Managing and Governing ALM in SharePoint – Definition and Purpose of Governance – ALM Governance and Management Challenges • SharePoint ALM – Out of the box capabilities – When to think about additional technology options • Final Considerations
  • 3. AvePoint: Who We Are Global Leader -- Microsoft® SharePoint Infrastructure Management “Clearly AvePoint is making the most of both Microsoft technology and the Microsoft Partner Network in its quest to create a profitable business.” – Jon Roskill, Microsoft Corporate Vice President, Worldwide Partner Group
  • 4. Application Lifecycle Management Overview © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 5. SharePoint is an Application: Application Lifecycle Management! Development Testing Staging Production Design Design Design Design Front-End Front-End Front-End Front-End Solutions Solutions Solutions Solutions
  • 6. Planning for ALM in SharePoint SharePoint Development IS an IT Project • Global change management is required for… – Platform updates and upgrades – Branding – Solutions and customizations: 80-20 Rule – IA restructuring – Etc… Source: Microsoft TechNet, MSDN, and blogs
  • 7. Managing and Governing ALM in SharePoint © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 8. Key Players of Governance People Policy Process Technology
  • 9. Governance Spectrum Chaos Restricted
  • 10. Key Policy Areas of Governance Project IT Assurance Governance Technology & Information Business Governance Alignment Continuous Improvement http://www.21apps.com/governance/sharepoint-governance-3-0/
  • 11. Introducing a Governance Plan Integration Applications Collaboration Content
  • 13. Getting the right tools for the job… • Standard administration interfaces – Quotas, locks, permissions, records management • Powershell – Administrative functions, Data protection • SharePoint services and features – Managed metadata service for classification – ISV solutions for management Manual • SharePoint Designer, Visual Automated Studio
  • 14. Governing Application Management Strictly managed Loosely Managed development Development Customizations must adhere to Rules about development customization policy, deployments and environments or customizations are updates tested and rigorously managed. less rigid. What’s the right balance for your organization? Determine customization types you want to allow/disallow, and how to manage them:  Service level descriptions  Approved tools for development  Processes for analyzing customizations  Who is responsible for ongoing code  Process for piloting and testing support customizations  Specific policies regarding each  Guidelines for packaging and deploying potential type of customization (done customizations through the UI or SD)  Guidelines for updating customizations
  • 15. Options for Extending SharePoint • Custom Code (Powershell, STSADM, .NET) • CodePlex • Visual Studio • SharePoint Designer • 3rd Party products/ services 15
  • 16. Customizations & Branding • Isolate custom solutions: Sandbox Solutions – Cannot use certain computer and network resources – Cannot access content outside the site collection they are deployed in. – Can be deployed by a site collection administrator. – Governed: only a farm administrator can promote a sandboxed solution to run directly on the farm in full trust. • Master Pages and Page Layouts • Themes • To “Designer” or not to “Designer” • Separate development, pre-production, and production environments (keep these environments in sync)
  • 17. Do I Build or Buy? (Or Neither) Suggested Evaluation Criteria Evaluate Out of the Box Features FIRST (80% Rule) • Supportability and Maintenance (IT skill sets, upgrades, debugging) • Documentation (including Training and Handover) • Extensibility • Impact on Infrastructure (Data Protection SLAs, Storage, etc) • Integration with other 3rd parties/customizations • Cost (of dev or product + training + support, etc) and ROI • Risk (Who is accountable?)
  • 18. Challenges with SharePoint development • Environment setup • Platform learning curve • Toolset support • Team development • Versioned releases
  • 20. SharePoint Application Lifecycle Management A closer look at: • Platform enhancements • Tool enhancements • Artifact provisioning • Automated builds © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 21. SharePoint 2010 Platform Enhancements
  • 22. Solution (WSP) Packages • Used to deploy custom code • Contains all files and Manifest.xml Assembly.dll deployment instructions • WSP extension WSP – Internally a cabinet file • Created by Visual Studio • Farm or Sandboxed AppPage.aspx Image.jpg
  • 23. Sandboxed Solutions Security and Business Agility Stability
  • 24. List Improvements • Scalability and performance • Relationships • Validation • Lookup to multiple columns • List index auto creation • List query throttling • XSLT views
  • 27. Development Environment • Windows 7/Vista SP1 support • Must be 64-bit • Requires min 4GB RAM for Foundation • SharePoint 2010 must be installed locally • Wizard installs and configures most things • Virtualization
  • 28. SharePoint Tools Continuum Business Analyst/Process Designer/IW/Power User Professional developer Designer Import Code workflows WSP Web part hook up Package Event receivers Views & Forms List definitions Declarative Application pages Export workflows
  • 29. VS2010 improvements • Source control support • Built-in SharePoint tooling • F5 debugging • Visual web parts • Server Explorer • Package Designer • Feature Designer • Extensible
  • 30. But it’s not perfect • Backwards compatibility • .NET 4.0 support • 64-bit only • Unit testing • Web testing • Accessibility
  • 32. SharePoint Designer • Promotion between environments • Should certain artifacts be packaged as a WSP? • Manual copying and pasting files • Restricting use by policy • Using third party tools to manage deployments
  • 33. Deployment in SharePoint 2010 OOTB Capabilities? What is it missing? • Deploy / roll-back • Granular control of rights solutions (packages) (delegation), design • Activate / deactivate elements, content, and features customizations • Export / import site • DLLs, GAC files, collections, sites, or lists Customizations, • More VS2010 integration Workflows, IIS (sandbox) configuration • Visual upgrade (first deployment)
  • 35. Moving Between Environments Out of the Box Capabilities With Third Parties • Perform change in test • Perform change in test environment • Package as solutions environment whenever possible • Ability to compare (VS2010) environments • Document all changes • Repeat all changes in • Deploy to appropriate production environment(s) farm(s) – STSADM operations (now • Produce report of all PowerShell scriptable) – Define appropriate changes parameters for IIS – Make other settings and configuration changes (VS2010)
  • 38. Dev PC Team Foundation Server Fix Bugs (repeat as necessary) Check In F5 Deploy Development Nightly build -OR- Smoke Testing Continuous Integration WSP Check in WSP Staging Build Server Bugs Team Build Warm-blooded user testing Build WSP SP2010 DLL’s Install and Activate [script] Unit Testing Automated testing
  • 40. Planning for ALM in SharePoint Goal: Increase Platform Reliability • Support increasingly stringent business requirements for: – Content access times – SLAs for availability – QoS for global users © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 41. Increase Production Reliability Development Testing Staging Production • Incorporate Multiple farm approach • Plan for Global Change Management  Need repeatability to ensure success criteria! 41
  • 42. Load and Performance Testing • Visual Studio Ultimate • Stress test code – Simulating users • Highlights overuse of creating new SPSite objects • Validates server roles and hardware
  • 43. Data Protection Requirements Monitor Health and ensure global protection • Content DB • Monitor SharePoint’s health globally • Search Index • Hive • Solutions • • Web Application Protect valuable SharePoint assets Content • GAC • Cust. Features • Site Collection – Multiple farms • Gallery – Custom solutions • Site Customizations • Site Definition – Workflows • List/Library • Central Admin DB – Content (even externalized!) • Folder SharePoint Configurations – Security structure, • Config DB • Item/Document – Wikis, blogs, MySites • Version Externalized Data (BLOB) – Metadata • IIS Metabase • Metadata • IIS Settings System Configurations • Simplify Restore process • Web.Config • InetPub Binary File (OS / • Maintain failover environment? SharePoint)
  • 44. Q&A
  • 45. Resources • SharePoint 2010 – http://sharepoint.microsoft.com/ • SharePoint ALM resource center – http://msdn.microsoft.com/en-us/sharepoint/dd552992 • SharePoint Patterns & Practices Group (SPG) – http://msdn.microsoft.com/en-us/library/ff770300.aspx • FREE conference videos & slides – http://msdn.microsoft.com/en- us/sharepoint/ff405669.aspx – http://www.microsoft.com/downloads/details.aspx?Fa milyID=f8cb362c-75ad-4cb9-9fbc-3abcdf6afeaf • SPDisposeCheckStatic Rules – http://spdisposecheckstatic.codeplex.com/