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PLATINUM SPONSOR. GOLD SPONSORS . Ishai Sagi Extelligent Design (www.exd.com.au). Lessons learned in the past 11 years of implementing SharePoint (and counting). Who Am I?. Director and Solution Architect at Extelligent Design ( www.exd.com.au ) SharePoint MVP since 2007
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PLATINUM SPONSOR GOLD SPONSORS Ishai Sagi Extelligent Design (www.exd.com.au) Lessons learned in the past 11 years of implementing SharePoint (and counting)
Who Am I? • Director and Solution Architect at Extelligent Design (www.exd.com.au) • SharePoint MVP since 2007 • Author of “SharePoint How To” 2007 and 2010 books • Co-Manage the Canberra User Group • Speaker: Australia, Singapore, Germany, Canada • Blog: www.sharepoint-tips.com • Twitter: @ishaisagi • What’s with the hair?
History of SharePoint (2001-2010) What we learned in 2001 What we learned in 2003 What we learned in 2007 What we learned in 2010 Summary of Lessons Learnt My View : Using SharePoint as an Organic, Evolution-driven Information Management System - Empower Your Users Agenda
SharePoint 2001 – It begins • SharePoint Team Services part of office, not part of portal • Hierarchical Database (like the file system) • 100% dashboard, 0% collaboration • Introduction of Web Parts (renamed from “nuggets” in outlook dashboard)
SharePoint 2001 – Some Issues • No one knows how it should be used – theories abound • Disconnected from other Microsoft products (no visual studio development, no connection to CMS or STS) except for office (WebDav) • Competed with Microsoft Content Management Server • Not running .NET
SharePoint 2001 Story – Implementing 1st time • Implementing beta • Lesson learnt…
SharePoint 2001 Story – Record Management • Developed late 2001 • Bought by one client • Served to show how fragile the foundation was • Highlighted issues with what methodology should be used – use the portal’s interface, or develop your own and use the portal as database?
SharePoint 2001 Lessons Learnt • People think of time saved to themselves, not to the company • People are less likely to open their portal than they are to open their emails. • Tasks management must be email integrated, with workflows. • Document management system must be robust,backup and restore must be granular. • Every client wants something different from the same system • Some projects should not use SharePoint…
SharePoint 2003 – Becoming Workable • SharePoint Team Services (renamed WSS) as the basis • Visual Studio development • Web Parts are .NET, but not part of the .NET framework. • No workflows yet (except 3rd party) • WSS brought a focus shift to team collaboration • Introduction of user profiles
SharePoint 2003 – Not There Yet • Limited in big team collaboration (taxonomies not scaling) • Permissions – lost the ability to deny access. No document level permission. Difference in how permissions worked in SPS and WSS. • SPS have “Areas” – which were not 100% WSS. • Still competing with CMS
SharePoint 2003 Project Story • Building a migration application to migrate 2001 to 2003
SharePoint 2003 – Lessons Learnt • Upgrade and migrate are completely different things • Analysis of how you should use the new system is more important than analysis of how your current system works • Installing latest patches onto SharePoint, .NET and Windows can be critical.
SharePoint 2007 – Synergy! • One product to rule them all- everything is standardized on WSS, replaces CMS. • Better taxonomy management (content types and site columns) • Introduction of Business data catalogue • Introduction of Page Layouts and Master Pages • Workflow development as part of the Windows Workflow Foundation
SharePoint 2007 Even Better • Support the .NET Web Parts • Federated Search (as part of a service pack) • Item level security comes back • SharePoint Designer replaces FrontPage and adds power user workflow designer, editing content in a client application.
SharePoint 2007 Project Story • Building intranets for two government agencies • Analysing existing applications to be migrated reveals interesting results • Training end users, developers and Infrastructure experts at the beginning of project • Corporate Directory is the #1 requirement of any intranet • Expectations of performance from the platform sometimes exceed infrastructure capabilities • Used 3rd party applications to migrate, and to enhance
SharePoint 2007 Lessons Learnt • Implement disaster recovery strategy before going live • You cannot have enough training • Geo location aware platform is missing • Active Directory needs cleaning, and maintenance for a proper Corporate Directory
SharePoint 2010 – “Enterprise-y” • Adds enterprise level taxonomy • Adds better integration with external databases (as long as they are simple) • Adds better search (built in, and the optional FaST) • Adds standard development tools (Visual Studio 2010)
SharePoint 2010 Project Story • Implementing SharePoint 2010 as an extranet for a school • Training too late = requirements change too late • Agreement on project flexibility at beginning assures success at the end • Using 3rd party applications to augment the out of the box functionality • List project tasks into three categories: • Must • Should • Would
SharePoint 2010 Lessons Learnt • SharePoint projects plays nice with Agile • Start small, grow only as fast as you can • Making life easier on end users is more important than anything
Summary of Lessons Learnt • Implement backup and disaster recovery right after installing • The importance of pre-training When implementing SharePoint for the first time • Migrate, don’t Upgrade • Start with small objectives, plan for scalability and progress • Building Solutions In SharePoint or Purchasing 3rd party Solutions • Use email integration as best you can (Colligo & OnePlaceMail) • End users should always come first – train them and provide them with easy tools and interfaces to ensure project success
Using SharePoint as an “Evolutionary Collaboration System” • The legacy of Access Databases • SharePoint Lists to the rescue • Survival of the fittest application • See http://www.informit.com/articles/article.aspx?p=1355235
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