KMA Insight Webinar: SharePoint 2010 Deep DiveDeck

SharePoint On Premise or In the
Cloud?

SharePoint 2010:
IT Platform and Launch Readiness

KMA Insights Webinar Series

May 12, 2010

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

This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

Housekeeping Items

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-#kmasp2010

Feedback
- Webinar Feedback
- Next Steps/Moving Forward

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Twitterhashtag#kmasp2010

This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

ABOUT KMA
o Full-service IT consulting firm established in 1995
o 25 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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Twitterhashtag: #kmasp2010

SharePoint 2010 –
IT Platform Overview
• Chris McNulty
– Working with SharePoint
technologies since 2000/2001
– 20 years consulting and
financial services technology
(Santander, John Hancock,
GMO, State Street)
– KMA’s SharePoint practice lead
– Microsoft
MCSE/MCTS/MSA/MVTS
– BC MBA in Investment
Management

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

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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
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

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
• 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 IT shops that had been deferring
that upgrade should plan accordingly.
• 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

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Client Demo
• New Clients
– Firefox
– Office 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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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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KMA & SharePoint 2010
o KMA is ready to help you today. Here’s how:
• Online content, blogs, articles available through www.kma-llc.net
• Monthly live seminars/webinars, recent topics:
 SharePoint 2010 Collaboration Preview, MOSS/Project Server integration,
SharePoint “in the cloud”, Office 2010 Preview
o Upcoming Events:
• TechEd 2010 (New Orleans) SharePoint Adoption – June 9, 2010
• SharePoint 2010 Webinar – June 23, 2010
o Standard Offerings
• SharePoint Health Check - 1-2 day fixed price engagement
• SharePoint 2010 Readiness 2 day fixed price engagement
• SharePoint Deployment Planning Services (SDPS)
• [Microsoft Office] Business Value Planning Services (BVPS)

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Resources
• From Microsoft:
– SharePoint 2010 site: http://sharepoint2010.microsoft.com
– SharePoint Team Blog:
http://blogs.msdn.com/sharepoint/default.aspx

• From KMA:
– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
– Web: www.kma-llc.net (now powered by SharePoint!) with
white papers, blogs, archived presentations, news, and
events
– SharePoint Deployment Planning Services (SDPS), now
available for 2010 planning

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

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

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In Closing…
- Webinar Feedback
- Upcoming Events & Future Topics

KMA Insight Webinar: SharePoint 2010 Deep DiveDeck

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