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Managing and Implementing Microsoft® SharePoint® 2010 Projects

Book Description

Learn proven techniques and methods for successfully creating a SharePoint system specification. The purpose of a SharePoint system specification for an organization is to expand on the user requirements in order to produce a clear, complete and unambiguous set of documentation. Discover how to describe the intended system in terms of its function, performance, interfaces, and design constraints.

Table of Contents

  1. Managing and Implementing Microsoft® SharePoint 2010 Projects
  2. Dedication
  3. Acknowledgments
  4. Preface
    1. What This Book Is About
    2. Who This Book Is For
    3. How This Book Is Organized
      1. Chapter 1: Introduction
      2. Chapter 2: SharePoint 2010 Project Mantra
      3. Chapter 3: Content of Your SharePoint 2010 Project Plan
      4. Chapter 4: SharePoint Planning and Control: Start As You Mean to Go
      5. Chapter 5: Building Your SharePoint Team
      6. Chapter 6: Building the Resources for Implementation: SharePoint Components and Associated Pieces
      7. Chapter 7: The Business of SharePoint Architecture
      8. Chapter 8: SharePoint Customization
      9. Chapter 9: SharePoint Governance
      10. Chapter 10: SharePoint Configuration Management
      11. Chapter 11: Making Sure SharePoint Meets User Requirements
      12. Chapter 12: Producing the System Specification
      13. Chapter 13: Planning and Implementing the SharePoint One-Stop Shop
      14. Chapter 14: Releasing SharePoint to the Client
      15. Chapter 15: SharePoint Is Implemented, Now What?
    4. Where to Find Additional Information and Updates
  5. Conventions and Features Used in This Book
    1. Text Conventions
    2. Design Conventions
  6. 1. Introduction
    1. Project Planning in SharePoint
      1. Adopting Project Governance in SharePoint Is Vital
      2. How Does SharePoint 2010 Help Project Management?
      3. What Is Project Governance in Relation to Content Management Systems?
      4. Project Management of SharePoint Provides Project Governance
        1. Accountability
        2. Sustainability
        3. Resiliency
        4. Supportability
    2. A Historical Perspective on Project Governance with SharePoint
      1. Failed Scenarios: When SharePoint Isn’t Implemented Properly
        1. 1: By the Back Door
        2. 2: By Stealth
        3. 3: By a “You Get It, I Got It” Approach
        4. 4: By an “Our Technology Is Old; We Want New Stuff, But We’re Not Sure What. IT Help Desk, Please Help Us” Approach
        5. 5: By a “We Want to Share, But We’re Not Sure What; Let Us Find Out and Then We’ll Decide” Approach
      2. Perspectives of Project Governance: What Is Wrong with Scenarios 1 Through 4
        1. 1: By the Back Door
        2. 2: By Stealth
        3. 3: By a “You Get It, I Got It” Approach
        4. 4: By an “Our Technology Is Old; We Want New Stuff, But We’re Not Sure What. IT Help Desk, Please Help Us” Approach
      3. Project Governance Can Be Set Only by Establishing a Client SharePoint Context
    3. What This Book Is About
    4. What This Book Is Not About
  7. 2. SharePoint 2010 Project Mantra
    1. What Is the SharePoint 2010 Project Mantra?
    2. Your First Steps
    3. Know Your SharePoint 2010 Features
      1. Collaboration Features
      2. Search and Management Features
      3. Content Management Features
      4. Business Intelligence Features
      5. Platform Features
    4. Engage the Right People
    5. Ask the Right Questions
    6. How to Perform an Effective SharePoint 2010 Implementation
    7. Negotiate an Appropriate Scope
    8. Deciding What Not to Do Is As Important As Deciding What to Do
    9. Avoid Biting Off More Than You Can Chew
    10. Renegotiate the Scope If Necessary
    11. Avoid Having to Whittle Your Scope Down to Nothing
    12. Your Best Project Tool Is Your Plan
    13. Summary
  8. 3. Content of Your SharePoint 2010 Project Plan
    1. Before You Get Started
    2. Create the SharePoint 2010 Quality Plan
      1. Project Organization and Responsibilities
      2. Risk Management
      3. Subcontract Management
      4. Design and Development Life Cycle
      5. Configuration Management
      6. Verification and Validation Plans
      7. Acceptance and Delivery
    3. Introducing the SharePoint Project Plan
      1. Project Overview
      2. Milestones and Deliverables
      3. External Dependencies
      4. Assumptions and Restrictions
      5. Work Breakdown Structure
    4. The Plan Phase
    5. The Build Phase
    6. The Operate Phase
    7. Program Schedules
      1. How to Establish a Program Schedule
    8. Resource Requirements
    9. Summary
  9. 4. SharePoint Planning and Control: Start As You Mean to Go
    1. All SharePoint 2010 Projects Must Be Planned and Controlled to Ensure Success
    2. The Project Manager’s Responsibilities
      1. Both Project Manager and Technical Authority Are Essential
      2. The SharePoint 2010 Architect Is Approved by the Project Manager and Technical Authority
      3. Other Authorities Required Within the Project Organization
      4. A Review Must Be Held Before Acceptance
      5. Prepare the Plans During the Startup Phase
      6. The SharePoint 2010 Project Plan Is Used to Monitor Progress and Control All Resources
      7. Tasks Must Be Planned to Meet the Delivery Schedule
      8. Management of Resources Is the Key to Success
      9. The Standard Filing Structure Ensures Good Document Access
      10. The SharePoint 2010 Quality Plan Will Define Who Does What and How
    3. Key Procedures for SharePoint 2010 Design Development
      1. Do You Understand the Customer Requirements?
      2. All Client Loan Items Must Be Controlled
      3. Create a Record of All Technical Work
      4. All Technical Work Requires at Least One Review!
      5. Prove the Product Meets the Customer Requirements
    4. Manage the Configuration of SharePoint 2010
    5. Summary
  10. 5. Building Your SharePoint 2010 Team
    1. What Is the Terms of Reference Document, and Who Creates It?
    2. Project Manager
      1. Project Manager Role
      2. Terms of Reference
    3. SharePoint Architect
      1. SharePoint Architect Role
      2. Terms of Reference
    4. SharePoint 2010 Administrator
      1. SharePoint Administrator Role
      2. Terms of Reference
    5. The SharePoint 2010 One-Stop Shop
      1. One-Stop Shop Role
      2. Terms of Reference
    6. Interfaces: Teams in the Organization
      1. Role of the Teams
      2. Terms of Reference
    7. Business Analysts
      1. Business Analyst Role
      2. Terms of Reference
    8. Information Analysts
      1. Information Analyst Role
      2. Terms of Reference
    9. Interfaces: Consultants from Outside the Organization
      1. Terms of Reference
      2. Developers: Are They Needed in a SharePoint Implementation Project?
    10. Communications, Testers, Education, and Training
      1. Communications
      2. Testers—Quality Assurance
      3. Education and Training
    11. Building the Team
      1. Strategy Brief
      2. Architectural Design
      3. Engagement Summary
      4. Presentations and Demo Sites
    12. Summary
  11. 6. Gathering the Resources for SharePoint Implementation
    1. Building SharePoint 2010 Resources
      1. What Procedures Detail Rules Concerning SharePoint Project Resource Data?
    2. Using SharePoint 2010 Sites for Project Recording
    3. Building SharePoint 2010 Resources: The Tasks Ahead
      1. What Is the Output of the Resource Gathering?
    4. Gathering Business Requirements
      1. SharePoint Business Analyst
      2. SharePoint Architect and Technical Authority
    5. Summary
  12. 7. The Business of SharePoint Architecture
    1. Describing SharePoint Business Architecture
    2. Hardware Architecture
    3. Software Architecture
    4. Information Architecture
      1. How Is Information Architecture Defined?
    5. Further Reading
    6. Summary
  13. 8. SharePoint Customization
    1. When to Customize SharePoint 2010 and Some Reasons for Doing It
    2. Development Environment Options
      1. SharePoint 2007 Development Environment Options
      2. SharePoint 2010 Development Environment Options
    3. Examining the Development Options
    4. Development Governance
    5. Additional Resources
      1. Hyper-V Getting Started Guide
      2. Windows Server 2008 R2 Hyper-V Virtual Machine
      3. Installing a Development Environment with Microsoft SharePoint 2010 and Microsoft Visual Studio 2010
    6. Summary
  14. 9. SharePoint Governance
    1. What Is SharePoint Governance?
    2. Governance and Culture
    3. What Does SharePoint Governance Look At?
    4. Governance Is Not a New Form of Government!
      1. The Model
      2. Who Governs?
      3. Strategy Team
      4. Tactical Team
    5. Statement of Operations
      1. Governance
    6. Summary
  15. 10. SharePoint Configuration Management
    1. Configuration Management Applies to SharePoint
      1. Understanding the Components
      2. Item Identifications
      3. When to Apply Configuration Management in SharePoint
    2. The Project Manager Specifies the Configuration Management Policy
    3. How to Apply Configuration Management in SharePoint
    4. Bring the SharePoint Item Under Control As It Develops
    5. Control the Item Prior to Configuration Management
      1. Bring the Configured Item Under Configuration Management at the Right Time
      2. Establish a Configuration Baseline for Each Item
      3. A Configuration Status Account Provides History
    6. Changes to Configured Items Must Be Controlled
    7. Summary
  16. 11. Making Sure SharePoint Meets User Requirements
    1. Data Growth Planning
    2. Content Usage Policies and Governance
    3. Training and Education Planning
      1. Roles That Need Training
    4. Monitoring and Maintenance Planning
    5. Finding Out What Users Want To Do with SharePoint 2010
    6. Summary
  17. 12. Producing the System Specification
    1. SharePoint 2010 Concepts
      1. 64-Bit vs. 32-Bit Architecture
      2. Topology
    2. Before You Begin Documentation
    3. System Specifications
      1. Functional Requirements
      2. Performance Requirements
      3. Human Requirements
      4. System Management Requirements
      5. Availability, Reliability, and Maintenance
      6. Interface Requirements
      7. Test Requirements
        1. Moving into Hardware Testing, Software Testing, Connectivity, and Performance
      8. Integration Testing
      9. Design Constraints
    4. Summary
  18. 13. Planning and Implementing the SharePoint One-Stop Shop
    1. Learning from the Inside Out
    2. Everything Cannot Be Learned
    3. Everyone Has Different Needs
    4. Components of the One-Stop Shop
    5. Summary
  19. 14. Releasing SharePoint to the Client
    1. Build the Pilot System
    2. Build the Production System
    3. Test SharePoint 2010 Production
    4. Training Users When Production Is Ready
    5. Summary
  20. 15. SharePoint Is Implemented, Now What?
    1. Get Signoff and Work Through the Closure Checklist
    2. Confirm the Resources Necessary for Business As Usual
    3. Establish and Maintain Governance
    4. Summary
  21. Index
  22. About the Author
  23. Copyright