Quản lý và thực hiện các dự án Microsoft SharePoint 2010 - p 2 pptx

x Table of Contents Building the Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Strategy Brief . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Architectural Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Engagement Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Presentations and Demo Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Chapter 6 Gathering the Resources for SharePoint Implementation . . . . . . . . . . . . . . . . . . . . . 113 Building SharePoint 2010 Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 What Procedures Detail Rules Concerning SharePoint Project Resource Data? . . . 114 Using SharePoint 2010 Sites for Project Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Building SharePoint 2010 Resources: The Tasks Ahead. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 What Is the Output of the Resource Gathering? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Gathering Business Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 SharePoint Business Analyst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 SharePoint Architect and Technical Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Chapter 7 The Business of SharePoint Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Describing SharePoint Business Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Hardware Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Software Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Information Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 How Is Information Architecture Defined?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Further Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Chapter 8 SharePoint Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 When to Customize SharePoint 2010 and Some Reasons for Doing It . . . . . . . . . . . . . . . . 137 Development Environment Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140 SharePoint 2007 Development Environment Options . . . . . . . . . . . . . . . . . . . . . . . . . 140 SharePoint 2010 Development Environment Options . . . . . . . . . . . . . . . . . . . . . . . . . 141 Examining the Development Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Development Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Additional Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Hyper-V Getting Started Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Windows Server 2008 R2 Hyper-V Virtual Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Installing a Development Environment with Microsoft SharePoint 2010 and Microsoft Visual Studio 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Table of Contents xi Chapter 9 SharePoint Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 What Is SharePoint Governance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Governance and Culture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 What Does SharePoint Governance Look At?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Governance Is Not a New Form of Government!. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 The Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Who Governs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Strategy Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Tactical Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Statement of Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Chapter 10 SharePoint Configuration Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Configuration Management Applies to SharePoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Understanding the Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Item Identifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 When to Apply Configuration Management in SharePoint . . . . . . . . . . . . . . . . . . . . 165 The Project Manager Specifies the Configuration Management Policy . . . . . . . . . . . . . . . 166 How to Apply Configuration Management in SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Bring the SharePoint Item Under Control As It Develops. . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Control the Item Prior to Configuration Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Bring the Configured Item Under Configuration Management at the Right Time . 170 Establish a Configuration Baseline for Each Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 A Configuration Status Account Provides History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Changes to Configured Items Must Be Controlled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Chapter 11 Making Sure SharePoint Meets User Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Data Growth Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Content Usage Policies and Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180 Training and Education Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Roles That Need Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Monitoring and Maintenance Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Finding Out What Users Want To Do with SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 187 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 xii Table of Contents Chapter 12 Producing the System Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 SharePoint 2010 Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 64-Bit vs. 32-Bit Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Topology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194 Before You Begin Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 System Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Functional Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Performance Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Human Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 System Management Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Availability, Reliability, and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Interface Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Test Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Integration Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 Design Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Chapter 13 Planning and Implementing the SharePoint One-Stop Shop. . . . . . . . . . . . . . . . . . . 213 Learning from the Inside Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Everything Cannot Be Learned . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Everyone Has Different Needs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Components of the One-Stop Shop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Chapter 14 Releasing SharePoint to the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Build the Pilot System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Build the Production System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Test SharePoint 2010 Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Training Users When Production Is Ready. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Table of Contents xiii Chapter 15 SharePoint Is Implemented, Now What? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Get Signoff and Work Through the Closure Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 Confirm the Resources Necessary for Business As Usual . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Establish and Maintain Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit: www.microsoft.com/learning/booksurvey/ What do you think of this book? We want to hear from you! Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 . . xv Acknowledgments There are so many to thank and praise: First and foremost, my greatest thanks go to my partner, Kaye, and my two daughters, Fifi and Skye; I am utterly blessed to have you in my life. The inspiration for this book came from them, and their support through the long evenings of writing was truly magnificent! To Troy Lanphier, the technical editor for this book, my heartfelt thanks for your tireless work on keeping my thoughts on track and making sure I reworked and further defined sections of the book. To Roger LeBlanc, who brilliantly copyedited the book, my hat’s off to you, sir. Making the book really stand out in terms of formatting and ensuring my “grammar” was correct at all times was due to your awesomeness (if that’s a word!)—many, many thanks. To Sumita Mukherji and Kristen Borg at O’Reilly, thanks a ton for your aid in shepherding this book to the end! And, of course, Kenyon Brown, my acquisitions and development editor, who is the person most responsible for making this book happen; thank you for being there all the time to help me out, giving me guidance on format and style, and directing the book to the relevant people. This made the book a fantastic adventure, and I really hope we can work together again. There must be loads of people at O’Reilly, all aiding this book, so thanks to all of them. Of course, I did get inspiration, aid, and knowledgeable guidance from a host of people—all brilliant technologists, SharePoint champions, architects, administrators, developers, project, and program managers, all of whom I stand in awe. They have helped me properly struc- ture my thoughts and given me guidance and knowledge in areas I could cover but needed review. Several are detailed in the book as well as in their blogs and mine. . xvii Preface What.This.Book.Is.About Any SharePoint 2010 implementation, big or small, follows a process of engaging the client, the business, the support teams, and the users. The success of the implementation is based on the connection made between the business stakeholders and those technical teams responsible for the smooth running of the operation. By following a method that is under- stood by both parties, SharePoint 2010 implementation has focus and a history and is future proof. This book will help you delve into SharePoint 2010 and determine the best way to get SharePoint up and running smoothly. With this practical guide, you’ll gain project manage- ment best practices for implementing SharePoint in your organization and learn expert techniques for tuning your system to match the communication and collaboration needs of your users. In this book, you will discover how to: • Master SharePoint project governance • Plan your SharePoint implementation and build your team • Produce a system specification based on user requirements • Determine the function, performance, interfaces, and design of your SharePoint system • Optimize your hardware, software, and information architecture • Take control of the documentation process during your SharePoint project • Manage the implementation to respond to the evolving needs of your organization To do this, this book will help you: • Detail and understand the client’s current business collaboration processes • Define requirement specifications to match defined user requirements • Design, plan and produce a system specification, including rules for management and governance • Gather requirements from the users; for example, site premise, structure, information analysis, data content typing, organizational structure, and stakeholder management xviii. • Design the solution; for example, taxonomy, metadata, content formatting, capacity, logical and physical design • Define the implementation process; for example, procedures, guidelines for use, gov- ernance, testing, verification, validation, and customization • Design the support environment; for example, create SLAs, backup and restore, disas- ter recovery and business continuity, staffing, and training processes • Detail and carry out the installation and configuration of SharePoint 2010 • Create testing plans and verification exercises to ensure the resiliency and availability of the platform • Define processes to ensure that you can educate and train the users to be productive with the SharePoint implementation Who.This.Book.Is.For If you are responsible for configuring, implementing, designing, or managing a SharePoint environment (or a combination of those roles), or if you are considering implementing SharePoint in your organization or for a client, this book is for you. If you are a project manager needing structured guidance on how to successfully implement SharePoint into an organization, then you should read this book. If you are a SharePoint architect and need to understand what you must do in order to provide a stable SharePoint environment, this book covers that. If you are a solutions architect and need to understand more about SharePoint in terms of governance, then there are areas in this book for you. If you are a SharePoint administrator and need to know where you fit into the implementation in terms of future support, then there are excellent sections in this book concerning monitoring management. Even if you are totally new to SharePoint and are simply considering using it in your company, and you need to know what it takes to get SharePoint properly imple- mented, this book is for you. . xi x How.This.Book.Is.Organized Chapter.1:.Introduction This chapter presents a basic historical look at project management and content manage- ment systems along with some successes and failures. It also contains a summary of how SharePoint is currently managed, its successes and failures, and why governance (manage- ment of SharePoint) needs to be high on the priority list for those who are implementing SharePoint. Finally, Chapter 1 presents a statement of what the book covers and its scope. Chapter.2:.SharePoint.2010.Project.Mantra This chapter lays out my take on what makes a good project-managed SharePoint imple- mentation. It also describes how to combine procedure, objectives, enthusiasm, and what the initial steps are for those in charge of delivering the product. Chapter.3:.Content.of.Your.SharePoint.2010.Project.Plan This chapter gives guidance on the content of a SharePoint project plan. It defines and describes the requirements of what makes up the project and applies to those new and old to project planning. Chapter 3 covers startup and closure; planning, milestones, dependen- cies, assumptions, risk planning, and more. Also described are the facets of where Share- Point implementation hooks into each of these and how the outputs lead onto further aspects concerning configuration management, acceptance, validation, and testing. Chapter.4:.SharePoint.Planning.and.Control:.Start.As.You. Mean.to.Go Chapter 4 describes the process for planning and controlling SharePoint implementation activities. It provides guidance on the procedures that are relevant to SharePoint deploy- ment. This chapter focuses on and identifies those procedures that should be considered during a typical SharePoint project lifecycle. Chapter.5:.Building.Your.SharePoint.Team A successful implementation is achieved through a dedicated, skilled staff that is given clear goals. The most important thing in deploying SharePoint is to ensure your team is defined properly. This chapter lists the team members, their responsibilities, skillsets, and discusses how each of them contribute to the project. . Chapter 1 presents a statement of what the book covers and its scope. Chapter .2: .SharePoint. 20 10. Project.Mantra This chapter lays out my take on what makes a good project-managed SharePoint imple- mentation under- stood by both parties, SharePoint 20 10 implementation has focus and a history and is future proof. This book will help you delve into SharePoint 20 10 and determine the best way to get SharePoint. product. Chapter.3:.Content.of.Your .SharePoint. 20 10. Project.Plan This chapter gives guidance on the content of a SharePoint project plan. It defines and describes the requirements of what makes up the project and applies to