Building SharePoint Enterprise Platforms - Off the beaten path
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O f f t h e B e a t e n P a t h . . . . Building SharePoint Enterprise Platforms
w i th Andy Ta l bo t
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Who?
Andy Talbot
SharePoint Architect | #SUGUK IOM Leader |
MCSE: SharePoint | Isle of Man & UK Nomadic |
Coauthoring ‘SharePoint Survivors Guide’
/AndyTalbot @SharePointAndy SharePointAndy.com
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Shocke r !
We won’t talk about Azure today, as I’m going to cover this as a new dedicated session (sorry!)
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Con ten t Cove r ed
This session includes: • Pain points • Lessons learnt • Sensible questions • Common sense thoughts
…you decide what applies to you!
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Sha r ePo i n t On-P rem IS AL IVE ! “When it comes to the cloud, we’re “all in,” but we’re also realistic. We have a large on-premises installed base that’s important to us, and we’re committed to future releases of the server.” – Jared Spataro, Senior Director, Microsoft Office Division, “Yammer and Enterprise Social Roadmap Update” March 2013 Ref: http://www.collabshow.com/2013/10/21/sharepoint-still-not-dead-and-even-on-prem-is-not-dead/
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Unde r s t and you r V i s i o n
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Produc t Capab i l i t i e s
• Do you understand what you are trying to achieve?
• Will you have service separation?
• What is the purpose/s of the platform?
• Understand different capability behaviours e.g. Collaboration apps will be read/write intensive VS WCM read intensive
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Gove r nance
Governance is SERIOUS stuff and you can’t afford to not think about it. “SharePoint Governance is a guideline of rules within your organisation, including what, why, when, where and how #SPGovManifesto” – Andy Talbot The SharePoint Governance Manifesto’ - http://bit.ly/AmazonSPGovManifesto
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Gove r nance Ax i s There are multiple governance axis, but from a platform perspective, at a minimum you should have considered : • Organisational • Informational • Operational
Part of the story: http://blog.aditi.com/enterprise_social/sharepoint-governance-an-inside-out-perspective-part-2/
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Good Gove r nance
• Consensus Orientated • Participatory • Follows the rule of law • Effective and Efficient • Accountable • Transparent • Responsive • Equitable and Inclusive
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Qua l i t y Assu r ance
• Can you afford not too?
• Enforces quality
• What’s more expensive; testing or loss of service?
• It should be baked into deployments and configuration change/s
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Unde r s t and t e s t t y pes • Understand what to test AND when
• Update test plans when you change
something:
- Platform changes - New developments
• Don’t undervalue your QA team REF: http://www.sharethepoint.com/Learn/Blog/Lists/Posts/Post.aspx?ID=122
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Go a l i t t l e d eepe r
Understand what each type of test area means
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RAC I
R RESPONSIBLE: • Who is/will be doing this task? • Who is assigned to work on this task?
A ACCOUNTABLE: • Who’s head will roll if this goes wrong? • Who has the authority to take decision?
C CONSULTED: • Anyone who can tell me more about this
task? • Any stakeholders already identified?
I INFORMED: • Anyone whose work depends on this task? • Who has to be kept updated about the
progress?
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RAC I E xamp l e
DAD MOM SON DAUGHTER Choose a recipe
C A/R C C
Grocery Shopping
R
Pre-heat the oven
R
Prepare ingredients
A R
Bake dinner in oven
A/R
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Ro l e s & Respons i b i l i t i e s Introduce clear separation of duties e.g. • SharePoint Architect • Configuration Manager • Platform SMEs • Functional SMEs • Support SMEs • Trainers • Testers • Product Managers • Requirement Gatherers
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Ro l e s & Respons i b i l i t i e s
Different each role comes a mix of responsibilities. e.g. • Leadership • Support • Management • Planning • Performance • Strategy Understand who is responsible for what in your organisation
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Re l e a se Managemen t
Typical responsibilities: • Deployment Management • Environments Management • Release Process Management • Build Management • Configuration Management • Change Management
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Be ca r e f u l . . . .
Sometimes we overlook things (shocking!). Maybe we didn’t stop to consider: • When will product support
stop? • Base or Project cost? • How long can I keep my
resources?
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Stay i n g Cu r r en t
It’s important: • Understand vendor product and
strategy developments • Helps you to plan ahead for
change • Underpins personal
development planning (right?)
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Documen t a t i o n
It’s important: • To be current • Stored in an appropriate place
(e.g. don’t store SharePoint DR docs in SharePoint!)
• Version controlled • Maintained
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Typ i c a l Documen t a t i o n
At a minimum the following should be documented:
• On boarding process • Build & Configuration • DR plan • Development HLD’s & LLD’s • Test plans
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Successive Layers of Defence
• Project Governance • Architecture Governance • Information Governance • Release Management • Quality Assurance
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Sha r ed P l a t f o rms
• Solution delivery aligns to platform capacity
• Changes are communicated to all platform stakeholders
• Peer review opportunities (DWG?)
• Switching on features may affect others (e.g. Auditing)
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Sha r ePo i n t Cen t r e o f E xce l l e nce
See Andrew Woodward’s deck from SPC12: http://channel9.msdn.com/Events/SharePoint-Conference/2012/SPC214
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Resou r ces & Peop l e
• Often we ask for more system resource, but don’t plan for more human resources
• Do we on-board people properly, or are they left guessing on your standards, processes, etc.
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Emb rac i n g Ta l e n t
Ask yourself: • Do you encourage and foster learning
and development? • Do you recognise emerging talent? • Shouldn’t each capability have a base
achievement standard? E.g. Certification, internal standards, etc.
• Does training align with product roadmap?
Technology is nothing without people
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Cap tu r i n g Use r Feedback
Ask yourself: • Do we really LISTEN? • Is it EASY for users to feedback? • Do we REVIEW feedback? • Do we MEASURE THE VALUE of
delivery against customer feedback?
• Do we let GOOD IDEAS DIE?
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Rea l i g nmen t
Sometimes we need to realign for various different reasons, e.g. • Mergers & acquisitions • Improve efficiency and effectiveness • Senior management changes • Market response • Change of strategy
Have we thought about how we would approach this the need arose?
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Who makes the Decisions?
Carefully consider who should AND shouldn’t be making different types of decisions. Worryingly it’s not always the right people, e.g.
• Project Managers making technical
decisions (tick boxing?) • Techies making business decisions • Power Brokers (you know the type!)
Do decisions support the vision? “To Steer…. Governance….”
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Commun i c a t i o n
It’s important to: • Have a communication plan • Get across the intended value • Set expectation • Use it to promote cultural
change • Show that you listened • Promote recent successes • Warn about service disruption
INFORM, Awareness
INVOLVE, Engagement
INTEGRATE, Commitment
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Gu i d i n g P r i n c i p l e s
• Set an internal expectation
• Encourage commitment and
quality
• Encourage early warning of
issues
• Enjoy what you do!
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Support Framework
• Establish triage process • Understand your estate • Identify trends, update training and FAQs • Encourage community feedback, possibly
with Gamification techniques
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Capacity Planning
• Recertification process? • Monitor growth • Storage reduction opportunities • Plan for Site Quotas & Content
Databases • Understand boundaries, limits and
thresholds, and respect them! • Migrations • Site creation control • Auditing • Service Separation • Storage Tiers / IOPS
Does existing hardware
meet company’s
needs
Determine the company’s
future needs
Identify opportunities to consolidate
Determine if existing
infrastructure can support anticipated
growth
Implement Capacity Planning
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Load Planning
• Profile expected traffic patterns (account for time differences in different countries)
• Understand usage age patterns of each web app – determine the best architectures to fit (e.g Collaboration – large read / write)
• Understand caching options and what they do (which can impact platform capacity)
• Office Web Apps (SP2010)
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Get the Balance right
• What will come first, Load or Capacity?
• Do you understand your points of failure?
• Have you planned for the future?
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Architecture / Topologies
• Properly planned? • Physical & Logical design
Documented? • Use it to understand how to
change your farm/s • Traditional vs Streamlined
topologies
Technical diagrams for SharePoint 2013: http://technet.microsoft.com/en-us/library/cc263199.aspx
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Scaling
• Understand the difference between scaling UP and scaling OUT
• Plan Content Databases (quotas, thresholds, warnings, migration process)
• Understand caches (e.g. Blob, distributed, object, page)
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Monitoring
• System Logs • Performance • Growth • Usage • Functional Requests • Support Issues
….are you being PROACTIVE or REACTIVE?
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Hardware Considerations
• Do you understand your hardware refresh cycle?
• If on a managed platform, do you understand your suppliers refresh cycle and limitations? Understand exit strategies too
• Will purchase restrictions prevent changes in topology
• Does your company have a cloud strategy for the future?
• Do you know what to do if you introduce new hardware (e.g. update SQL Alias, web.config, etc.)
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3rd Party Tools
• Upgrade ready? • Infrastructure requirements
understood? • Training • Support model • Understand your procurement
framework • Licencing, perpetual or annual?
Have with planned for growth e.g. enough seats
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vNext Ready?
• Understand your corporate roadmap
• Be as upgrade ready as possible • Understand deprecated features • Learn architectural changes, both
logical and physical • Microsoft Product Line
Architecture (PLA) "How would Microsoft deploy this technology?" or "how would Microsoft do it?" It was from this simple question that the PLA was born.
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Outsourced Functions
Typical for support and development capabilities. Take time to: • Understand the ‘Continuum of
Cultural Characteristics’ • Agree on standards • Agree communication methods • Understand the QA process • Major public holidays (different
from country to country)
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Patching
• 99.9% uptime really means ‘x’ downtime allowance
• Understand why you’re making a change.
• SP’s, CU’s, PU’s, COD, etc. Understand the differences - http://bit.ly/JUBWLi
• READ THE RELEASE NOTES! It might fix one thing and break another
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What Availability Uptime Really Means Availability % Downtime per year Downtime per month* Downtime per week
90% ("one nine") 36.5 days 72 hours 16.8 hours
95% 18.25 days 36 hours 8.4 hours
97% 10.96 days 21.6 hours 5.04 hours
98% 7.30 days 14.4 hours 3.36 hours
99% ("two nines") 3.65 days 7.20 hours 1.68 hours
99.5% 1.83 days 3.60 hours 50.4 minutes
99.8% 17.52 hours 86.23 minutes 20.16 minutes
99.9% ("three nines") 8.76 hours 43.8 minutes 10.1 minutes
99.95% 4.38 hours 21.56 minutes 5.04 minutes
99.99% ("four nines") 52.56 minutes 4.32 minutes 1.01 minutes
99.999% ("five nines") 5.26 minutes 25.9 seconds 6.05 seconds
99.9999% ("six nines") 31.5 seconds 2.59 seconds 0.605 seconds
99.99999% ("seven nines") 3.15 seconds 0.259 seconds 0.0605 seconds
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Backup & DR
• You’ve planned for it, right? • Test annually • RPO’s/RTO’s still correct? • Have you over engineered? e.g.
If no point in time recovery, why are you SQL full logging?
• Understand what dependent applications and process maybe affected
Facilities & Infrastructure
Processes & Procedures
Operational BC / DR
Plan
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You cannot know it all . . . . .
• SharePoint Centre of Excellence • Developers • BA’s • Trainers • Product Owners • SMEs • Design Working Group • Information Governance (SPIG )
• Steering Committees…
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R e a s o n s f o r Fa i l u r e
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The ‘C’ Word – CHANGE!
“Changing behaviours at work requires changing the environment that surrounds people when they’re at work” Marc D Anderson (@sympmarc)
Is it time for gamification as an approach to facilitating changing behaviours?
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Questions?
“Questions are guaranteed
in life; answers aren't”
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Bye For Now!
Andy Talbot
SharePoint Architect | #SUGUK IOM Leader |
MCSE: SharePoint | Isle of Man & UK Nomadic |
Coauthoring ‘SharePoint Survivors Guide’
/AndyTalbot @SharePointAndy SharePointAndy.com