Managing and Implementing Microsoft SharePoint 2010 Projects

Copyright......Page 3
Dedication
......Page 4
Table of Contents......Page 8
Acknowledgments......Page 16
Preface......Page 18
Design Conventions......Page 24
Project Planning in SharePoint......Page 26
Adopting Project Governance in SharePoint Is Vital......Page 28
How Does SharePoint 2010 Help Project Management?......Page 29
What Is Project Governance in Relation to Content Management Systems?......Page 30
Project Management of SharePoint Provides Project Governance......Page 31
Failed Scenarios: When SharePoint Isn’t Implemented Properly......Page 33
Perspectives of Project Governance: What Is Wrong with Scenarios 1 Through 4......Page 34
Project Governance Can Be Set Only by Establishing a Client SharePoint Context......Page 35
What This Book Is Not About......Page 36
What Is the SharePoint 2010 Project Mantra?......Page 38
Your First Steps......Page 40
Know Your SharePoint 2010 Features......Page 42
Collaboration Features......Page 43
Content Management Features......Page 45
Business Intelligence Features......Page 46
Platform Features......Page 47
Engage the Right People......Page 50
How to Perform an Effective SharePoint 2010 Implementation......Page 51
Negotiate an Appropriate Scope......Page 52
Deciding What Not to Do Is As Important As Deciding What to Do......Page 54
Avoid Biting Off More Than You Can Chew......Page 55
Renegotiate the Scope If Necessary......Page 56
Avoid Having to Whittle Your Scope Down to Nothing......Page 57
Your Best Project Tool Is Your Plan......Page 59
Summary......Page 61
Before You Get Started......Page 62
Create the SharePoint 2010 Quality Plan......Page 65
Project Organization and Responsibilities......Page 67
Risk Management......Page 69
Design and Development Life Cycle......Page 70
Configuration Management......Page 73
Verification and Validation Plans......Page 74
Acceptance and Delivery......Page 75
Project Overview......Page 76
Milestones and Deliverables......Page 79
External Dependencies......Page 80
Assumptions and Restrictions......Page 81
Work Breakdown Structure......Page 82
The Build Phase......Page 84
Program Schedules......Page 85
How to Establish a Program Schedule......Page 88
Resource Requirements......Page 89
Summary......Page 90
SharePoint Planning and Control: Start As You Mean to Go......Page 92
All SharePoint 2010 Projects Must Be Planned and Controlled to Ensure Success......Page 94
Both Project Manager and Technical Authority Are Essential......Page 95
The SharePoint 2010 Architect Is Approved by the Project Manager and Technical Authority......Page 96
Other Authorities Required Within the Project Organization......Page 97
Prepare the Plans During the Startup Phase......Page 98
The SharePoint 2010 Project Plan Is Used to Monitor Progress and Control All Resources......Page 99
Tasks Must Be Planned to Meet the Delivery Schedule......Page 100
Management of Resources Is the Key to Success......Page 101
The SharePoint 2010 Quality Plan Will Define Who Does What and How......Page 102
Do You Understand the Customer Requirements?......Page 103
Create a Record of All Technical Work......Page 104
All Technical Work Requires at Least One Review!......Page 105
Manage the Configuration of SharePoint 2010......Page 106
Summary......Page 110
Building Your SharePoint 2010 Team......Page 112
What Is the Terms of Reference Document, and Who Creates It?......Page 113
Project Manager Role......Page 114
Terms of Reference......Page 115
Terms of Reference......Page 116
Terms of Reference......Page 117
Interfaces: Teams in the Organization......Page 118
Role of the Teams......Page 120
Terms of Reference......Page 122
Business Analyst Role......Page 123
Terms of Reference......Page 124
Information Analyst Role......Page 125
Interfaces: Consultants from Outside the Organization......Page 127
Developers: Are They Needed in a SharePoint Implementation Project?......Page 129
Education and Training......Page 131
Strategy Brief......Page 132
Architectural Design......Page 133
Engagement Summary......Page 134
Presentations and Demo Sites......Page 135
Summary......Page 136
Building SharePoint 2010 Resources......Page 138
What Procedures Detail Rules Concerning SharePoint Project Resource Data?......Page 139
Using SharePoint 2010 Sites for Project Recording......Page 140
Building SharePoint 2010 Resources: The Tasks Ahead......Page 143
What Is the Output of the Resource Gathering?......Page 147
SharePoint Business Analyst......Page 148
SharePoint Architect and Technical Authority......Page 149
Summary......Page 151
Describing SharePoint Business Architecture......Page 154
Hardware Architecture......Page 155
Software Architecture......Page 156
Information Architecture......Page 157
How Is Information Architecture Defined?......Page 158
Summary......Page 159
When to Customize SharePoint 2010 and Some Reasons for Doing It......Page 162
SharePoint 2007 Development Environment Options......Page 165
Examining the Development Options......Page 166
Development Governance......Page 170
Installing a Development Environment with Microsoft SharePoint 2010 and Microsoft Visual Studio 2010......Page 172
Summary......Page 173
What Is SharePoint Governance?......Page 174
Governance and Culture......Page 175
What Does SharePoint Governance Look At?......Page 176
The Model......Page 177
Who Governs?......Page 178
Strategy Team......Page 179
Tactical Team......Page 180
Statement of Operations......Page 181
Governance......Page 182
Summary......Page 185
SharePoint Configuration Management......Page 186
Configuration Management Applies to SharePoint......Page 188
Understanding the Components......Page 189
When to Apply Configuration Management in SharePoint......Page 190
The Project Manager Specifies the Configuration Management Policy......Page 191
How to Apply Configuration Management in SharePoint......Page 192
Bring the SharePoint Item Under Control As It Develops......Page 194
Establish a Configuration Baseline for Each Item......Page 195
Changes to Configured Items Must Be Controlled......Page 196
Summary......Page 198
Making Sure SharePoint Meets User Requirements......Page 200
Data Growth Planning......Page 203
Content Usage Policies and Governance......Page 205
Training and Education Planning......Page 206
Roles That Need Training......Page 209
Monitoring and Maintenance Planning......Page 210
Summary......Page 212
Producing the System Specification......Page 214
SharePoint 2010 Concepts......Page 215
64-Bit vs. 32-Bit Architecture......Page 218
Topology......Page 219
Before You Begin Documentation......Page 221
Functional Requirements......Page 223
Performance Requirements......Page 224
Human Requirements......Page 226
Availability, Reliability, and Maintenance......Page 227
Interface Requirements......Page 229
Test Requirements......Page 230
Integration Testing......Page 234
Design Constraints......Page 235
Summary......Page 236
Learning from the Inside Out......Page 238
Everything Cannot Be Learned......Page 241
Components of the One-Stop Shop......Page 242
Summary......Page 245
Releasing SharePoint to the Client......Page 246
Build the Pilot System......Page 247
Build the Production System......Page 250
Test SharePoint 2010 Production......Page 256
Training Users When Production Is Ready......Page 257
Summary......Page 258
SharePoint Is Implemented, Now What?......Page 260
Get Signoff and Work Through the Closure Checklist......Page 262
Confirm the Resources Necessary for Business As Usual......Page 265
Establish and Maintain Governance......Page 266
Summary......Page 268
Index......Page 272