Managing and Implementing Microsoft SharePoint 2010 Projects

Copyright......Page 3
Dedication
......Page 0
Table of Contents......Page 5
Acknowledgments......Page 12
Preface......Page 13
Design Conventions......Page 19
Project Planning in SharePoint......Page 21
Adopting Project Governance in SharePoint Is Vital......Page 23
How Does SharePoint 2010 Help Project Management?......Page 24
What Is Project Governance in Relation to Content Management Systems?......Page 25
Project Management of SharePoint Provides Project Governance......Page 26
Failed Scenarios: When SharePoint Isn’t Implemented Properly......Page 28
Perspectives of Project Governance: What Is Wrong with Scenarios 1 Through 4......Page 29
Project Governance Can Be Set Only by Establishing a Client SharePoint Context......Page 30
What This Book Is Not About......Page 31
What Is the SharePoint 2010 Project Mantra?......Page 32
Your First Steps......Page 34
Know Your SharePoint 2010 Features......Page 36
Collaboration Features......Page 37
Content Management Features......Page 39
Business Intelligence Features......Page 40
Platform Features......Page 41
Engage the Right People......Page 44
How to Perform an Effective SharePoint 2010 Implementation......Page 45
Negotiate an Appropriate Scope......Page 46
Deciding What Not to Do Is As Important As Deciding What to Do......Page 48
Avoid Biting Off More Than You Can Chew......Page 49
Renegotiate the Scope If Necessary......Page 50
Avoid Having to Whittle Your Scope Down to Nothing......Page 51
Your Best Project Tool Is Your Plan......Page 53
Summary......Page 55
Before You Get Started......Page 56
Create the SharePoint 2010 Quality Plan......Page 59
Project Organization and Responsibilities......Page 61
Risk Management......Page 63
Design and Development Life Cycle......Page 64
Configuration Management......Page 67
Verification and Validation Plans......Page 68
Acceptance and Delivery......Page 69
Project Overview......Page 70
Milestones and Deliverables......Page 73
External Dependencies......Page 74
Assumptions and Restrictions......Page 75
Work Breakdown Structure......Page 76
The Build Phase......Page 78
Program Schedules......Page 79
How to Establish a Program Schedule......Page 82
Resource Requirements......Page 83
Summary......Page 84
SharePoint Planning and Control: Start As You Mean to Go......Page 85
All SharePoint 2010 Projects Must Be Planned and Controlled to Ensure Success......Page 87
Both Project Manager and Technical Authority Are Essential......Page 88
The SharePoint 2010 Architect Is Approved by the Project Manager and Technical Authority......Page 89
Other Authorities Required Within the Project Organization......Page 90
Prepare the Plans During the Startup Phase......Page 91
The SharePoint 2010 Project Plan Is Used to Monitor Progress and Control All Resources......Page 92
Tasks Must Be Planned to Meet the Delivery Schedule......Page 93
Management of Resources Is the Key to Success......Page 94
The SharePoint 2010 Quality Plan Will Define Who Does What and How......Page 95
Do You Understand the Customer Requirements?......Page 96
Create a Record of All Technical Work......Page 97
All Technical Work Requires at Least One Review!......Page 98
Manage the Configuration of SharePoint 2010......Page 99
Summary......Page 103
Building Your SharePoint 2010 Team......Page 104
What Is the Terms of Reference Document, and Who Creates It?......Page 105
Project Manager Role......Page 106
Terms of Reference......Page 107
Terms of Reference......Page 108
Terms of Reference......Page 109
Interfaces: Teams in the Organization......Page 110
Role of the Teams......Page 112
Terms of Reference......Page 114
Business Analyst Role......Page 115
Terms of Reference......Page 116
Information Analyst Role......Page 117
Interfaces: Consultants from Outside the Organization......Page 119
Developers: Are They Needed in a SharePoint Implementation Project?......Page 121
Education and Training......Page 123
Strategy Brief......Page 124
Architectural Design......Page 125
Engagement Summary......Page 126
Presentations and Demo Sites......Page 127
Summary......Page 128
Building SharePoint 2010 Resources......Page 130
What Procedures Detail Rules Concerning SharePoint Project Resource Data?......Page 131
Using SharePoint 2010 Sites for Project Recording......Page 132
Building SharePoint 2010 Resources: The Tasks Ahead......Page 135
What Is the Output of the Resource Gathering?......Page 139
SharePoint Business Analyst......Page 140
SharePoint Architect and Technical Authority......Page 141
Summary......Page 143
Describing SharePoint Business Architecture......Page 145
Hardware Architecture......Page 146
Software Architecture......Page 147
Information Architecture......Page 148
How Is Information Architecture Defined?......Page 149
Summary......Page 150
When to Customize SharePoint 2010 and Some Reasons for Doing It......Page 152
SharePoint 2007 Development Environment Options......Page 155
Examining the Development Options......Page 156
Development Governance......Page 160
Installing a Development Environment with Microsoft SharePoint 2010 and Microsoft Visual Studio 2010......Page 162
Summary......Page 163
What Is SharePoint Governance?......Page 164
Governance and Culture......Page 165
What Does SharePoint Governance Look At?......Page 166
The Model......Page 167
Who Governs?......Page 168
Strategy Team......Page 169
Tactical Team......Page 170
Statement of Operations......Page 171
Governance......Page 172
Summary......Page 175
SharePoint Configuration Management......Page 176
Configuration Management Applies to SharePoint......Page 178
Understanding the Components......Page 179
When to Apply Configuration Management in SharePoint......Page 180
The Project Manager Specifies the Configuration Management Policy......Page 181
How to Apply Configuration Management in SharePoint......Page 182
Bring the SharePoint Item Under Control As It Develops......Page 184
Establish a Configuration Baseline for Each Item......Page 185
Changes to Configured Items Must Be Controlled......Page 186
Summary......Page 188
Making Sure SharePoint Meets User Requirements......Page 189
Data Growth Planning......Page 192
Content Usage Policies and Governance......Page 194
Training and Education Planning......Page 195
Roles That Need Training......Page 198
Monitoring and Maintenance Planning......Page 199
Summary......Page 201
Producing the System Specification......Page 203
SharePoint 2010 Concepts......Page 204
64-Bit vs. 32-Bit Architecture......Page 207
Topology......Page 208
Before You Begin Documentation......Page 210
Functional Requirements......Page 212
Performance Requirements......Page 213
Human Requirements......Page 215
Availability, Reliability, and Maintenance......Page 216
Interface Requirements......Page 218
Test Requirements......Page 219
Integration Testing......Page 223
Design Constraints......Page 224
Summary......Page 225
Learning from the Inside Out......Page 227
Everything Cannot Be Learned......Page 230
Components of the One-Stop Shop......Page 231
Summary......Page 234
Releasing SharePoint to the Client......Page 235
Build the Pilot System......Page 236
Build the Production System......Page 239
Test SharePoint 2010 Production......Page 245
Training Users When Production Is Ready......Page 246
Summary......Page 247
SharePoint Is Implemented, Now What?......Page 249
Get Signoff and Work Through the Closure Checklist......Page 251
Confirm the Resources Necessary for Business As Usual......Page 254
Establish and Maintain Governance......Page 255
Summary......Page 257
Index......Page 261
Team rebOOk
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