The Day After

SharePointintersection
The Day After

A Post-Deployment SharePoint Survival Guide
Eric Shupps
eshupps@binarywave.com
Sponsored by:
Visit us on the web at www.binarywave.com
Real-time application monitoring, event
management, and operational health
metrics for Microsoft SharePoint
Reduce troubleshooting time by up to 30%
Increase efficiency and improve user satisfaction
Avoid downtime and costly outages
Meet or exceed service level agreements
Maximize investment in current infrastructure
Sponsored by:
3
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About Me
CKS:DEV
The
SharePoint
Cowboy
Patterns
&
Practices
Eric Shupps
www.sharepointcowboy.com www.slideshare.net/eshupps facebook.com/sharepointcowboy @eshupps
4
Agenda
Planning
Adoption
Publication
Operations
Support
Education
5
Planning
Planning
6
Implementation
Day One
We have SharePoint!
Day Two
We have SharePoint!
7
Its Never too Late for a Good Plan
Branding Apps
Search Taxonomy Navigation
Social
Security Content Features
8
Planning Tools
Vision document
Design and planning sessions
Technical
Executive
Business
Support
Governance plan
Functional specifications
Physical and logical architecture
Information architecture
Development and customization
strategy
9
Adoption
Adoption
10
Reasons for Failure
Vision, Goals and Objectives
Poor Communication
Barriers Without Benefits
Inadequate Education
Rules and Restrictions
Resistance to Change
11
Drivers for Success
Plan to Succeed
Create Excitement
Demonstrate Clear Value
Win Quickly and Often
Listen, Accept and Adapt
Solve Core Problems
12
Adoption Tools
Home page and file location defaults
Implementation of key applications
Contests, prizes and giveaways
Recognition
Newsletters
Posters
Executive engagement
Sandbox playground
VIP Groups
Departmental champions
13
Education
Education
14
Assume to Fail
Different doesnt always mean better
More capabilities often results in a
longer learning curve
The current process may be poor but
its familiar
Just because you understand the
technology doesnt mean users will
What you want may not be what the business
wants (or needs)
15
Training Options
Formal Informal
Contextual On Demand
16
Education Tools
Classroom Training
Computer-based Training
Video
Self-paced Tutorials
Task-based Tutorials
Step by step walkthroughs
Rich media (audio/video)
Wiki Pages
Workshops
Contests
Lunch and Learn sessions
17
Publication
Publication
18
Cultivate Contribution
Guidelines
Roles
&
Responsibilities
Ownership Empowerment
19
Publication Tools
Education
How Tos and Tutorials
Publishing Guidelines
Wiki
Acceptable Use Policy
Working Groups
Champions
Demonstrate -> Transition ->
Support
20
Operations
Operations
21
Value
Mission Critical Service
22
Platform
Operational Stability
Incidents Performance
Event
Velocity
Availability Uptime
Error
Rate
Disaster
Prevention
Disaster
Recovery
Data
Protection
23
Monitoring
Hardware
Network
Server Applications
Dependent Applications
Systems
Software
Operating System
Database
Services
Delivery
Response & Resolution Time/Rate
User Satisfaction
24
Provisioning
Service Applications
Web Applications
Site Collections
Sites
Archiving
Permissions
25
Security
Authorized Access
Unauthorized Access
Auditing
Response Plan
Breach Detection
26
Delivery
Features
Components
Enhancements
Applications
Utilities
Customizations
27
Maintenance
Infrastructure
Platform
Applications
3
rd
Party
Service Packs
Updates
Version to Version Upgrades
OS and Hardware
Request Review and Approval
Change Management
Impact Assessment and Scheduling
Fallback/Rollback Procedures
28
Operations Tools
Business continuity plan
Disaster recovery infrastructure,
procedures and frequent drills
Backup/Recovery scripts and/or 3
rd
party products
Comprehensive monitoring tools
Log analysis and intelligence tools
Security risk assessments and
regular/automated auditing
Provisioning policies & automation
Maintenance plan
Change management procedures
29
Support
Support
30
Service Operations
Event Management
Incident Management
Request Fulfillment
Access Management
Problem Management
IT Operations Control
Facilities Management
31
Did you know?
The average SharePoint farm generates
more than 5,000 critical events each day
32
Event Management
Monitoring
Investigation
Assignment Escalation
Review
33
Event Velocity
34
Event Categories
35
Incident Management
Ticketing Triage Routing Tracking Resolution Reporting
36
Support Tools
Service delivery plan
Well-defined policies & procedures
Incident management system
Event management system
Post-mortem reviews
Internal performance measurement
User satisfaction surveys
User feedback mechanism
User engagement opportunities
37
Review
Planning
Adoption
Content
Operations
Support
Education
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