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Software Build Definition template Software Build Definition template 170 specifications, configuration management to con-trol 49 SQL connectivity rules 125 instance for SharePoint 2010

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256. Software Build Definition template

Software Build Definition template 170

specifications, configuration management to

con-trol 49

SQL

connectivity rules 125

instance for SharePoint 2010 96

layer testing 206

service accounts access 202

SQL Server 94, 193

installing 226

SQL Services

security provision between SharePoint and 96

team role in SharePoint install 95

staffing profile 64

Staffing section in implementation 84

Stage environment 59

and production environment 168

stakeholders 25 See also clients

buy-in 3

consensus 189

environment approval by 224

identifying 42

standardization in SharePoint implementation 1

Startup phase of implementation

plan preparation during 73

“Statement of Works” document, source code

availability in 146

State role 193

static capacity requirement for SharePoint 199

stealth install 8, 10

storage costs, records-retention policy and 132

storage needs, quotas and 158

storage resource management (SRM) 179

Strategy Brief session 107–108

Strategy Team for Governance Committee 154

subcontractors 102

deliverables expected from 54

and external dependencies 55

ownership of SharePoint tools and 146

Subsystems Level test 209

subtasks 58

success 137

Success Criteria task 118

supportability of SharePoint 7

support for SharePoint, description 156

support training 233

sustainability 7

System Center Operations Manager, management

pack 186 System Development Life Cycle (SDLC) 145 system requirements for hardware 130 System Specifications document 79, 189 availability, reliability and maintenance 202–204 benefits 190

contents 190, 196 design constraints 210–211 functional requirements 198 human requirements 201–211 integration testing 209–211 interface requirements 204 overview 198

performance requirements 199–201 standard approach to recording 196–197 system management requirements 202 test requirements 205–209

topology 194–196

t

Tactical Team for Governance Committee 154, 155 tasks

for building resources 118 delegating 30, 58

for implementation project phases 117 listing in One-Stop Shop 218

planning to meet delivery schedule 75–76

in Project Plan Build phase 161 for resource documentation building 118–122 for SharePoint install 225–227

in Work Breakdown Structure 57–58 taxonomy

organizational 133 SharePoint provisions for 100–101 System Specifications on 199

team 15 See also project manager

building 107–110 business analyst 98–100 communications 106 developers 104–107 external consultants 102–107 information analyst 100–102 interfaces in organization 93–97 member responsibilities 68 Project site for 115 role 95–97 SharePoint 2010 administrator 92 SharePoint 2010 One-Stop Shop 93

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users See also training 257

SharePoint architect 91–92

Terms of Reference (TOR) 97

testers 106

TOR for each member 88

team building in Project Startup Checklist 43

Team Productivity, risks 44

Team Site Administrator, training needs 184

technical authority

project manager and 70–71

SharePoint architect and 124–126

technical client 25

technical design 130

technical personnel 1

technical resources 13, 114

client understanding of customization

require-ments 137

technical reviews 90

technical support

levels of teams 156

ongoing 41

technical team 34, 42–43

training in SharePoint 41

technical work

record of 79–80

review 80

technologies, required for SharePoint 2010 94

templates 204

Terms of Reference (TOR) 68, 88–89, 241

for business analysts 99–100

for external consultant 104

for information analysts 102

posting to SharePoint One-Stop Shop 107

for project manager 70, 71, 89–91

for SharePoint administrator 92

for SharePoint architect 91–92

for SharePoint One-Stop Shop 93

for SharePoint teams 97

test environment 59, 139

for installation 79

scope 142

separation from other environments 146

testers 106

testing 80

backups 176

pilot system 223

production environment 231

types of 207–208

Testing documents 126

third-party products 31

third-party support See subcontractors

three-tier farm, deployment 195 time analysis for network 63 timeframe

for customization work 139

of SharePoint implementation 7, 54 tracking, configuration management capture of information on 49

training 60, 106–107, 232–233 See also education

in One-Stop Shop 218 planning 181–185 roles needing 184–185 Statement of Operations on 157 Training Coordination group 184 transaction log shipping 238 two-tier farm, deployment 194

U

unified infrastructure 5 uptime guarantees 204 usability, criteria for 201 Usage and Health role 193 user acceptance environment 139 separation from other environments 146 User Acceptance phase 59

user acceptance testing (UAT) 55, 144 user accounts 222

user interface 36

in SharePoint 200 System Specifications for 201, 204 User Profile role 193

user profiles, configuring 228 User Profile Services 55 user requirements 18, 198 capturing 178

implementing SharePoint to match 1 importance 187

and Service-Level Agreements (SLAs) 185 and SharePoint design 213

SharePoint implementation and 175 User Requirements document 79

users See also training

approval of environments 224 decision on web site creation 150 education 16, 76

effect of number on Web servers required 195 information on characteristics 201

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258. user search requests, server role responding to

training strategy 183

Web site customization by 104

user search requests, server role responding to

192

V

validation and verification, web resources 144

vanity URL, redirection with 215

Variables and Settings document 222

Variables and SharePoint 2010 Configuration

docu-ment 125

Verification and Validation Plan 49

requirement to generate 81

Verify and Validate section in Project Startup

Checklist 69

versions 169, 170

virtualization 131

virtual machine (VM) 147

for development environment 141

Windows Server2008 R2 Hyper-V 110

vision

of client 17, 25, 53, 98, 175

for project 28

Visio role 193

Visio Services 19

VMWare/VirtualBox 141

V&V plan See Verification and Validation plan

W

WBS See Work Breakdown Structure (WBS)

Web Analytics role 193

Web Applications section in implementation 85

Web Content Accessibility Guidelines 204

Web front ends (WFEs) 192

server configuration 227

web resources

on accessibility 204

on Business Connectivity Services 20

on capacity needs 179

on certification 138

on dashboards 36

deployment guide 194

on development environment 140

on disaster recovery strategies 238

on document records and control procedures

114

on Enterprise Content Management 150

on file referencing system 77

on information architecture 134 Microsoft case studies 28 Microsoft e-learning courses on SharePoint 183

on Microsoft Project 2010 74

on minimum hardware and software for Share-Point 196

on resource building 118

on rich workflows 21 risk management procedure 45

on Schedule, Timeframe and Budgets 54 SCOM 2007 Management Pack for SharePoint

2010 186

on SharePoint 18

on SharePoint configuration 227

on SharePoint install 226 Software Build Definition template 170

on System Development Life Cycle 145

on system requirements 130 System Specification worksheets 197

on training 218 training resources for administrators 182

on transaction log shipping 238

on user requirements 187

on validation and verification 144 virtual machine for download 147 whitepapers on planning and architecture 197 Web Server Groups 195

Web Server role 192 web sites

controlling user creation 179 user customization of 104 whitepapers on planning and architecture 197 wiki pages 215

Windows operating systems 5 development environment in 140 Windows PowerShell 185

Windows Server 94 Windows Server 2008 R2 Hyper-V virtual machine 110, 147 Windows SharePoint Services (WSS) 18, 226 Word role 193

Work Breakdown Structure (WBS) 75 customization included 137 for development tasks 105 header tasks in program schedule 60

in Project Plan 57–59 set up 63

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worksheets for System Specifications 259

Workflow Manager, training needs 184

work schedule, formulating 42

worksheets for System Specifications 196

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Geoff evelyn enjoys over 25 years in Information Technology with over 10 years of experi-ence in SharePoint, covering development, design, and implementation He specializes in SharePoint information systems design, architecture, implementation, planning, governance and automation—all in the land of SharePoint

Geoff headed the team that introduced SharePoint to the Scottish Highland University in

2001 and then over 30 other Scottish colleges He went on to help implement, manage, and govern SharePoint in many global companies Geoff is a Fellow of Institute of Analysts and Programmers and a member of the Institute for the Management of Information Systems, and has published many articles and guides on SharePoint, all available on his website,

www.stationcomputing.com

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