sharepoint 2010 - it platform upgrade and management
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Presentation at SharePoint Saturday East Bay September 2011 on IT Planning, upgrade and management of SharePoint 2010TRANSCRIPT
9/10/2010 1
IT Platform and Launch Readiness – SharePoint 2010
Chris McNultyKMA
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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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About KMA
o Full-service IT consulting firm established in 1995o 28 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences &
Financial Serviceso 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
SharePoint • 2003: expansion of libraries,
custom columns• 2007: site columns, business
data catalog and content types become widespread; adoption rate leads to explosive growth of SharePoint content
• May 2010: release of SharePoint 2010 SP
2001
MOSS
2007 -
200,000,000
400,000,000
600,000,000
800,000,000
1,000,000,000
1,200,000,000
Users
Users
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What we’ve been hearing…and why we can’t wait
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?
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
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What we’ve been hearing…and why we can’t wait
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?
Some consistent requests from our clients during the SharePoint 2007 lifecycle:
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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
Microsoft SharePoint Server 2010 … the bright frontier
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
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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 CU2Or
• 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!
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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 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
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Upgrade Demo
• PreScan Check• Database Attach• Visual Upgrade
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Demo Screenshot - Pre-Attach TestPS C:\Users\cmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebApplication http://kmamssd01 Category : SiteOrphanError : TrueUpgradeBlocking : FalseMessage : 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 AlertsKnow what is going on
• Unified Logging• Out-of-the-box reports• Richer Web Analytics• Open Schema• SCOM Integration
ULS Logs
Windows Events
Page requests
Feature Logging
Health data
Logging DB
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Proactive Resolution Get ahead of issues
• 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 [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty
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