The document contains an agenda and presentation materials for a SharePoint 2010 preparedness forum for business stakeholders. The presentation covers the business case for upgrading to SharePoint 2010, key new features, system requirements, licensing, and considerations for upgrading from SharePoint 2007. It emphasizes targeting the business needs and benefits rather than just the technical capabilities when making the case to stakeholders.
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SharePoint 2010 for Business, Intranet Leadership Forum
1. SHAREPOINT 2010 Kathy Hughes
SharePoint
PREPAREDNESS: MVP
Sydney,
BUSINESS STAKEHOLDERS Australia
Presentation for:
Step Two Designs: Intranet Leadership Forum
Tuesday, July 13th, 2010, Sydney, Australia
kathy@kathyhughes.com
2. AGENDA
The Business Case
What‟s New – Key Features
Server and Client System Requirements
Key Considerations around Upgrading
Licensing
Moving forward: Plan of attack
Q&A
Upcoming SharePoint Events and Resources
SharePoint Designer 2010 Unleashed Book Update
Kathy Hughes
3. WHY: BUSINESS STAKEHOLDERS?
Why should I deploy SharePoint 2010?
Who is/are the business stakeholder/s?
CIO
CTO
IT Manager
Developer
Chief Geek
Finance Manager
Designer
End User
What type of business case will you put forward?
Technical
Business
Kathy Hughes
4. NO. 1 ANNOYANCE WHEN SELLING
Incorrect targeting
Says geek to CTO/Business stakeholder “…IT can do all these
weird and wonderful things”
…(The Geek can‟t wait to show of f all the fancy new features
which will „impress‟ the business stakeholder)
….(The Geek launches into detailed demonstration of how XYZ
works, completely bypassing any related „business‟ benefits)
Says stakeholder to geek “but I still don‟t understand how it‟s
going to benefit my business – where are my cost savings?”
The Geek seems confused, “but I just showed you how it
works, what more do you need?”
CTO/Business stakeholder, “but where are the real business
benefits? What will IT do that my current system does not
do?”…
Kathy Hughes
6. WHY: BUSINESS SECTOR?
When planning one size doesn‟t fit all!
Multiple features, multiple purposes, multiple opportunities
What type of company or business are you selling to?
Health
Fast access to online data
Online Forms (usable data entry forms)
Integration with patient management systems
Finance
Data retrieval and data input from/to external databases
Business Intelligence features
Excel Services – access to online, shared Excel workbooks, pivot tables, LARGE
amounts of data
Dashboards and mash-ups
Marketing
Social interaction features
Storage and access to images and media files
Larger storage capacity!
Government
Require external sites to be W3C standards compliant
Kathy Hughes
7. CONSISTENT REQUIREMENTS
Irrespective of business types:
Search
Navigation
Look and feel
Branding
Document management
Content management
Records management
Office / client application integration
Administration and support
Backup and maintenance
Kathy Hughes
8. FEATURE SUMMARY
Ribbon UI
Business Connectivity Services SharePoint Workspace
InfoPath Form Services SharePoint Mobile
Access Services Office Client and Office Web App Integration
External Lists Standards Support
Workflow
SharePoint Designer
Tagging, Tag Cloud, Ratings
Visual Studio
Social Bookmarking
API Enhancements
Blogs and Wikis
REST/ATOM/RSS
My Sites
Activity Feeds
PerformancePoint Services Profiles and Expertise
Excel Services Org Browser
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration Enterprise Content Types
PowerPivot Metadata and Navigation
Document Sets
Social Relevance Multi-stage Disposition
Phonetic Search Audio and Video Content Types
Navigation Remote Blob Storage
FAST Integration List Enhancements
Enhanced Pipeline Kathy Hughes
9. SHAREPOINT 2010 KEY FEATURES
FAST search integration / Search integration with Windows 7
Basic search now supports wildcard searches and search
suggestions!
Authentication models – Claims based authentication
Secure Store ID replaces SSO!
Cross site collection content types and metadata
HUGE bonus for earlier 2007 search limitations!
New social networking features
Including social tagging and content ratings
Enhanced My Sites and new organizational viewer
Fluent user interface
RIBBON and Wiki pages
Easy and accessible in-browser editing tools
In-place Records Management and multi -step policy
management
Kathy Hughes
10. KEY FEATURES (CONTINUED)
Enhanced Excel Ser vices
Integrates with Excel 2007 / better with 2010 plus Sparkline charts
Take advantage of the new Power Pivot features in Excel 2010/Excel Services –
handles millions of rows of data
Access Ser vices, Visio Ser vices, InfoPath Forms Ser vices (enhanced ),
Word Ser vices
External Content types and Lists (BCS / aka BDC)
Codeless integration with backend systems
Power ful CODELESS workflows
Build InfoPath list forms for enhanced form management and usability
PowerShell commands
STSADM command line tool still exists
SANDBOXED Solutions
Real testing!
User solutions at site collection level
XSLT List Views – XSLT ever ywhere
CAML is still there too
Custom HELP files
create your own online SharePoint HELP!
New Theming engine – use PowerPoint 2007 or 2010 theme files!
Kathy Hughes
11. PAGE EDITING AND NAVIGATION
In-place page editing – pre-existing styles (customizable)
(W3C) WCAG 2.0 AA and XHTML 1 .0 Strict compliant
Tables have NOT completely gone
InfoPath list forms and Data Form Web Parts still use Tables!
Meets US Section 508
Fluid page layouts
WIKI everywhere
Control styles for consistent look and feel
Flexible navigation controllable via Web interface
Dynamic left-hand and top-level navigation links
Metadata-driven navigation using Site collection or site metadata
tags
Additional level of view by filtering
Video: Interface in 2010
Kathy Hughes
13. CALENDAR OVERLAYS
Similar concept to calendar „rollups‟
Now able to add additional calendars onto an existing team
site calendar
Includes the ability to „overlay‟ calendars from other sites
within a site collection and calendars from Exchange server
Video – Calendar Overlays
Includes option to integrate
Exchange calendars with
SharePoint calendars
Kathy Hughes
15. WHAT YOU WILL NEED TO DEPLOY
SHAREPOINT 2010: SERVERS
SQL Server
SQL 2008 R2 or SQL 2008 + SP1+CU2 (or greater)
SQL 2005 with SP3 (supported though not recommended)
SQL 2008 R2 injects Power Pivot functionality into SharePoint
Windows Server 2008 Standard with SP2 or greater 64BIT
WCF Hotfix (not part of the pre-requisite installer)
Minimum 8GB RAM on production servers (can run with less
RAM on developer servers)
Can I install SharePoint 2010 on Windows 7?
Yes, but on Windows 7 x64 bit
You will need to adjust the compatibility settings in order for the
installer to run
ONLY recommended for local development, i.e. not suitable for
hosting SharePoint in production scenarios
Kathy Hughes
16. WHAT YOU WILL NEED TO DEPLOY
SHAREPOINT 2010: CLIENTS
Based on Of fice 2010 Professional Plus
Outlook 2010
For integration with External Content Types, i.e. associate with Contacts in
Outlook 2010
InfoPath Designer 2010
For creation of custom InfoPath list forms in SharePoint Server 2010
Excel 2010
Power Pivot
Spark lines
Word 2010
SharePoint 2010 content type templates accessibility in backstage
What ver sion of Visio 2010 will I need to develop and work with
SharePoint workflows?
You will require Visio Premium 2010 for SharePoint workflows
You will also need to provide the account using Visio with elevated privileges
Visio 2010 is a separate download to Office Professional 2010!
Kathy Hughes
17. WHAT YOU WILL NEED TO DEPLOY
SHAREPOINT 2010: DEVELOP & DESIGN
Visual Studio 2010
List templates
Deployment tools – including Sandbox option!
Import WSP (site template) files
Import SharePoint Designer workflow files
SharePoint Designer 2010
Design and customization – extend OOB design
Custom and declarative workflows
Business intelligence – integration with SQL and other data sources
Data view and custom XSLT Web parts
Cannot use SharePoint Designer 2010 to edit SharePoint 2007 sites!
Cannot use SharePoint Designer 2007 to edit SharePoint 2010 sites
Kathy Hughes
18. LICENSING!
SharePoint 2010 comes in Three flavours:
SharePoint Foundation 2010 (AKA Windows SharePoint Services 3.0)
Included as part of Windows Server 2008
SQL Express limitations, 4GB storage
SQL Express (Advanced Services) with SQL 2008 R2 – 10GB
SharePoint Server 2010 Standard
SharePoint Server 2010 Enterprise (InfoPath Services, Visio Services,
etc.)
Main changes between SharePoint 2007 and SharePoint 2010
is around internet facing sites
With SharePoint 2007 internet facing sites, you needed to purchase
an internet connector license for non-employees which was licensed
at Enterprise level only, i.e. no Standard connector.
Important – IF upgrading then must upgrade from same
version to equivalent version!
Kathy Hughes
20. FURTHER LICENSING DETAILS
Full version comparison for licensing at:
http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-
Comparisons.aspx
Kathy Hughes
21. KEY UPGRADE CONSIDERATIONS
To Upgrade now or wait
*NO* supported upgrade paths from 2010 Beta 2 or Release
Candidate to the 2010 RTM!
Degree of existing SharePoint 2007 customization
Number of open source and/or 3 rd party tools deployed
Client-side add-ons
Client-side applications, i.e. Of fice
Value-add if moving to Office 2010, i.e. InfoPath Designer 2010, Visio
Premium 2010 for SharePoint 2010 workflows, Word 2010 integrates
well with SharePoint 2010 content type „templates‟, Excel 2010
includes additional features like Spark lines and options for Power
Pivot, External Content Types only integrate with Outlook 2010!
Current security protocols in use
SSO?
Kerberos
NTLM
Kathy Hughes
22. MOVING FORWARD: UPGRADE PREP
MUST be running SharePoint Server 2007 SP2 + October 2009
CU or greater
Run the pre-upgrade check
Included in the SharePoint Server 2007 SP2 + October CU updates
the pre-upgrade check STSADM command
Backup and document all existing customizations
Perform special backups of existing content databases
Establish a test environment
Mirror your existing production environment
TEST TEST TEST
Review any existing 3 rd party tools currently in use and check
with vendors about upgrade plans
This could seriously impact the timing around when you upgrade!!
Which upgrade path works best for you?
Kathy Hughes
23. UPGRADE PATHS
In-place upgrade
Use existing hardware
Farm will be offline during upgrade process
(most) Customizations will be available post-upgrade
Farm-wide settings preserved
This approach is recommended for small or non-productive
environments
There is no rollback when using an in-place upgrade – no „un-do‟
button
Requires a solid DR strategy
Other reasons for in-place upgrade include where you want to
upgrade existing SharePoint site templates, i.e. deprecated STP
template format and upgrade to new 2010 WSP format
Kathy Hughes
24. UPGRADE PATHS (CONTINUED)
Database attach upgrade
Detach existing 2007 databases and attach to a new 2010 farm
No existing (2007) server farm settings will be maintained
Requires existing settings to be documented and recreated in new
environment
This approach is recommended where farm level configurations are
minimal!
A prime example is where you have 100‟s of SharePoint audiences
configured in your current 2007 farm and lots of content targets
associated with those audiences. Those audiences and targets will need to
be recreated on the destination 2010 farm.
Kathy Hughes
25. POST-UPGRADE MAINTENANCE
Visual upgrade – initially the SharePoint 2007 look and feel
will remain until you choose to switch to the 2010 UI -
gradual upgrade
Some assemblies may need to be recompiled
Timer jobs for any custom workflows may need to be
recompiled
Check any pre-existing site templates, i.e. the STP format is
deprecated in 2010 and replaced by WSP format
Check any custom themes – 2007 themes are deprecated in
2010 though 2007 themes are installed on 2010 WFE for
legacy purposes
Won‟t work once you switch the UI to 2010 look and feel
Any existing queries which query greater than 5000 items will
fail and you will need to modify those queries
3 rd party upgrades – check with vendors
Kathy Hughes
26. MOVING FORWARD: PLAN OF ATTACK
Infrastructure – server and OS levels
People – get key stakeholders involved
Training – identify levels of training, i.e. developer if in -house
development
Add-ons – carry any existing add -ons over or add new ones
Support – in-house or outsourced / training
Hosted or On Premise
SharePoint Online (licensing)
Costs for hosting
Customizations allowed by host – SPD, DLLs, Custom Web Parts
On Premise costs
IT Support
Service Packs
Development – in-house or outsource
Design – in-house or outsource
Kathy Hughes
28. AUSTRALIAN SHAREPOINT CONFERENCE
2011
8 th and 9 th March, 2011 , The Hilton Hotel, Sydney, Australia
Both SharePoint 2007 and SharePoint 2010 content
Local and international speakers
Sessions include business, vendor, voice of the customer,
case studies and technical
Australian SharePoint User Group booth for Q&A and
demonstrations
Pre and post conference workshops
www.sharepointconference.com.au for updates
Kathy Hughes
29. OTHER SHAREPOINT AND RELATED
EVENTS IN AU
SharePoint Saturdays – Sydney, Brisbane, Melbourne,
Canberra, Adelaide, Perth
See http://www.sharepointsaturday.org for complete listing and
details – FREE but need to register
Of fice DevCon
6 + 7 November, at Microsoft, North Ryde (Sydney) – FREE but need
to register
http://www.officedevcon.com.au
SharePoint user groups
http://www.sharepointusers.org.au/default.aspx
Sydney Business & Technology User Group
Held at Microsoft last Wednesday each month
See http://sbtug.com for details and upcoming events
Kathy Hughes
30. MY BOOK:
SHAREPOINT DESIGNER 2010 UNLEASHED
Due out late 2010
Covers introduction to SharePoint 2010 and SharePoint
Designer 2010, design and customization, business
intelligence and custom workflows
Comprehensive how -tos
Online resources
Ongoing online author forums and errata
http://www.amazon.com/SharePoint-Designer-Unleashed-
Kathy -
Hughes/dp/0672331055/ref=sr_1_15?ie=UTF8&s=books&qid
=1272489690&sr=1-15
Kathy Hughes