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.