Quản lý và thực hiện các dự án Microsoft SharePoint 2010 - p 1 docx

Managing and Implementing
Microsoft
®
SharePoint 2010
Projects
Geoff Evelyn
Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
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Copyright © 2010 Geoff Evelyn.
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To Kaye, Fifi, and Skye, the three most important people in my life.
To Max the dog, who sadly passed away early this year, this book is
in remembrance of you.

v
Contents at a Glance
Chapter 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 2
SharePoint 2010 Project Mantra . . . . . . . . . . . . 13
Chapter 3
Content of Your SharePoint 2010
Project Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Chapter 4
SharePoint Planning and Control:
Start As You Mean to Go . . . . . . . . . . . . . . . . . . 67
Chapter 5
Building Your SharePoint 2010 Team . . . . . . . . 87
Chapter 6
Gathering the Resources for SharePoint
Implementation . . . . . . . . . . . . . . . . . . . . . . . . . 113
Chapter 7

The Business of SharePoint Architecture . . . . 129
Chapter 8
SharePoint Customization . . . . . . . . . . . . . . . . 137
Chapter 9
SharePoint Governance . . . . . . . . . . . . . . . . . . . 149
Chapter 10
SharePoint Configuration Management . . . . 161
Chapter 11
Making Sure SharePoint Meets User
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Chapter 12
Producing the System Specification . . . . . . . . 189
Chapter 13
Planning and Implementing the SharePoint
One-Stop Shop . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Chapter 14
Releasing SharePoint to the Client . . . . . . . . . 221
Chapter 15
SharePoint Is Implemented, Now What? . . . . 235

vii
Table of Contents
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xv
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvii
Conventions and Features Used in This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Text Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Design Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Chapter 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Project Planning in SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Adopting Project Governance in SharePoint Is Vital . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
How Does SharePoint 2010 Help Project Management?. . . . . . . . . . . . . . . . . . . . . . . . . 4
What Is Project Governance in Relation to Content Management Systems?. . . . . . . . 5
Project Management of SharePoint Provides Project Governance . . . . . . . . . . . . . . . . 6
A Historical Perspective on Project Governance with SharePoint. . . . . . . . . . . . . . . . . . . . . . . 8
Failed Scenarios: When SharePoint Isn’t Implemented Properly . . . . . . . . . . . . . . . . . . 8
Perspectives of Project Governance: What Is Wrong with Scenarios 1 Through 4 . . . 9
Project Governance Can Be Set Only by Establishing a Client SharePoint Context . 10
What This Book Is About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
What This Book Is Not About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 2
SharePoint 2010 Project Mantra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
What Is the SharePoint 2010 Project Mantra? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Your First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Know Your SharePoint 2010 Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Collaboration Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Search and Management Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Content Management Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Business Intelligence Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Platform Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
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viii Table of Contents
Engage the Right People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Ask the Right Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
How to Perform an Effective SharePoint 2010 Implementation . . . . . . . . . . . . . . . . . . . . . . . 26
Negotiate an Appropriate Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Deciding What Not to Do Is As Important As Deciding What to Do . . . . . . . . . . . . . . . . . . . 29

Avoid Biting Off More Than You Can Chew . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Renegotiate the Scope If Necessary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Avoid Having to Whittle Your Scope Down to Nothing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Your Best Project Tool Is Your Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Chapter 3
Content of Your SharePoint 2010 Project Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Before You Get Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Create the SharePoint 2010 Quality Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Project Organization and Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Subcontract Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Design and Development Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Configuration Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Verification and Validation Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Acceptance and Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Introducing the SharePoint Project Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Project Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Milestones and Deliverables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
External Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Assumptions and Restrictions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Work Breakdown Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
The Plan Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
The Build Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
The Operate Phase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Program Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
How to Establish a Program Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Resource Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Chapter 4

SharePoint Planning and Control: Start As You Mean to Go . . . . . . . . . . . . . . . . . . . . 67
All SharePoint 2010 Projects Must Be Planned and Controlled to Ensure Success . . . . . . . 69
The Project Manager’s Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Both Project Manager and Technical Authority Are Essential. . . . . . . . . . . . . . . . . . . . 70
The SharePoint 2010 Architect Is Approved by the Project Manager and Technical
Authority. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Other Authorities Required Within the Project Organization. . . . . . . . . . . . . . . . . . . . 72
A Review Must Be Held Before Acceptance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Table of Contents ix
Prepare the Plans During the Startup Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
The SharePoint 2010 Project Plan Is Used to Monitor Progress and Control All
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Tasks Must Be Planned to Meet the Delivery Schedule . . . . . . . . . . . . . . . . . . . . . . . . . 75
Management of Resources Is the Key to Success . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
The Standard Filing Structure Ensures Good Document Access. . . . . . . . . . . . . . . . . . 77
The SharePoint 2010 Quality Plan Will Define Who Does What and How . . . . . . . . . 77
Key Procedures for SharePoint 2010 Design Development . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Do You Understand the Customer Requirements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
All Client Loan Items Must Be Controlled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Create a Record of All Technical Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
All Technical Work Requires at Least One Review! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Prove the Product Meets the Customer Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 81
Manage the Configuration of SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Chapter 5
Building Your SharePoint 2010 Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
What Is the Terms of Reference Document, and Who Creates It? . . . . . . . . . . . . . . . . . . . . . 88
Project Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Project Manager Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

SharePoint Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
SharePoint Architect Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
SharePoint 2010 Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
SharePoint Administrator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
The SharePoint 2010 One-Stop Shop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
One-Stop Shop Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Interfaces: Teams in the Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Role of the Teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Business Analysts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Business Analyst Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Information Analysts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Information Analyst Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Interfaces: Consultants from Outside the Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Terms of Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Developers: Are They Needed in a SharePoint Implementation Project?. . . . . . . . . 104
Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Testers—Quality Assurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Education and Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106