| I have been inspired by research done by the Association for Information and Image Management (AIIM) that indicates the large growth of SharePoint as a platform of choice for businesses of all sizes but that this growth is being done with without formal business plans or governance. Having been working with SharePoint for a decade (among other technologies and platforms) as both a consultant and an employee part of IT staff in businesses of all different sizes, I think I have some insight into the reasons behind this.
The first is the SharePoint product itself. It is HUGE! It is so capable of filling so many roles within an organization that it can’t easily be pigeon-holed into categories. Managers and Executives cannot easily point to any particular sales material and call SharePoint just a database platform or just a web site technology or just an ECM platform or just anything else. It crosses bounds. But, it also doesn’t do much out of the box. It, like most true platforms (as opposed to applications) is a framework used to build solutions. Oh, it has web sites and some collaborative tools that are easily created. But, OOB, even they won’t do much for a business.
So, the ease of basic deployment of the platform and basic collaborative functionality leads many IT Pros and managers into a false sense of having a clue. SharePoint won’t solve any business problems by itself. It must be designed, configured, tested and deployed. And that takes people specifically skilled in the platform. But, they can’t begin to get started until the business knows what it needs – what problems need to be solved. And most businesses don’t know that…at least not in writing.
Think of building a house. You buy land, you have a number to a lumber yard that will supply you with all the materials you wish to build your house. You call a construction company and pay them to build the house. You want the house done in 30 days, so they better get started. So they get to your land with all their tools, trucks and people. Now, at this point, any construction foreman worth his paycheck would have everyone stop where they are and do absolutely nothing. You tell them that if it isn’t done by your deadline they will be fired – that should get them motivated. They are professionals (we will assume) so they still do not move. They don’t pick up a single hammer or piece of wood. Why? No blueprints. No architect drawings. No plans.
They have no idea what to build. They don’t know what you want except that you want a house. How big? How many rooms? Where do you want the rooms? How many floors? Basement? How many windows and doors? What kind of roof? What kind of heating/cooling? Where will the plumbing and other utilities be run? What kind of insulation? What materials will make up the walls, floors, ceilings? Which direction will the front door face? What kind of lighting do you want? Room for a laundry? Fireplaces? Built-in book cases? Laundry chutes? Copper pipes or PVC? Garage – how big? Attached? Room above?
Do you get the idea? No one in their right mind would start building a house, where their family’s health and well-being will be centered, without plans.
But, businesses do it every day for things that are so fundamentally important to their business’s health and well-being. They buy software, such as SharePoint, buy servers, get one or two people trained or hired and say, “Build me SharePoint.” But…what do they want built? It won’t matter how many incentives, good or bad, you give for building SharePoint if your IT Pros don’t know what to build. So, many businesses are turning to outside consultants, such as the company for which I work. This is great for my paycheck, but no better for my stress than if I was part of that client’s IT team. They come to us and say, “We don’t know how to build SharePoint. Build me SharePoint. Here’s money.”
But, they have still not provided any plan for what to build.
Now, good consultants will ask a lot of questions and maybe even get some good answers. But, the more they have to ask, the more they have to charge – time is money! By this time the business’s managers are usually wavering over whether to scrap SharePoint altogether or to throw “good money after bad” just to save their jobs and/or reputations. So, they pressure the consultants to deliver “something.” And we do. The better of us will try our best to try to deliver something that will make the client happy enough to not stop payment on the check. And if we’ve been able to actually communicate directly with the business employees (not just chosen representatives who rarely have any idea what their people really need) we might just get lucky and provide some business value.
When I was working for HNTB the first thing I was tasked with when I was hired was helping to come up with a Governance Plan for SharePoint. They had already had SharePoint in a limited distribution for a few years but it wasn’t really used. Some in the company didn’t even know it existed. So we wrote a plan. It ended up being more like rules for use more than a plan for the future. But, it was more than most companies have done prior to a wide roll-out of SharePoint. Later, I was tasked with coming up with just such a plan for growth and development for SharePoint. I did my best, but no one really wanted to state what they wanted out of the platform. They knew they had problems, and I knew some of them could be solved with some implementation of SharePoint or systems integrations tech but I just couldn’t get anyone to commit to particular needs or projected uses. My plan, as good as I tried to make it, was almost completely rejected. Of course, portions of it seemed to come up “piecemeal” as things to do from management. Typical.
But, I don’t bring that up about HNTB to tell you how bad they were. On the contrary! They were leaps and bounds ahead of most businesses that implement SharePoint because they, at least, figured out they needed a plan of some sort. True they deployed and then planned. But, they didn’t do a company-wide rollout until after the plan was completed.
Business managers want measurable results. They want a Return on Investment. And they don’t want to have to wait for a year, or more, to get it. I’m not sure why they are so short-sighted. But that might be due to both the platform (again – it doesn’t work like other software) and the general lack of planning in all aspects of businesses that seems to be very wide-spread. Consultants want to make money and so will deliver “something” that looks good and usually provides some functionality. And usually the business managers are happy to have that something to show off to their superiors to show they haven’t just wasted all that money. The business’s IT Pros can then take it and run with it…but they rarely will be given firm direction. They just build and wait for someone to complain. Then they try again.
It is the rare business that actually sees the value in planning prior to purchase. It is the MOST important part of any SharePoint implementation. Otherwise, when it comes down to it – we’re still building a house without blueprints.
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| My wife, Trudy, will probably shoot me for telling, but I am very proud of her…more than usual even…today.
She was sent home from work at Sprint early today. Why?
A coworker collapsed on her floor and my dear Trudy was informed the coworker was having a heart attack and symptoms were described to her on the way. Trudy was trained by Sprint to be a 1st responder and is the emergency go-to person on her floor for disaster drills and such. She'd been a CNA a long time ago and has been doing CPR & first aid training for 20 years. But, never had she been called upon to actually use such a thing.
Trudy arrived at the coworker's cube, assessed the situation, found the woman had no pulse and was not breathing. She began CPR. Another coworker (a former policeman) assisted so they did a team compression/assisted breathing routine for about 20 minutes until paramedics arrived.
Paramedics took about 30 minutes to get the woman stable enough for transport. They lost her pulse multiple times and had to use paddles to get it back once. They took her to Menorah near the Sprint campus.
Trudy gave her reports to the police and management…then promptly started to emotionally come a bit unglued. Adrenalin had gone bye-bye. Her boss sent her home.
I came home at lunch to give her a BIG hug and talk her through it. She was reliving the incident in her mind – going over all she could have done, should have done, might have done to make it better. I told her she did all she could have done. And that she gave her coworker a chance she would not have had if my dear wife had not been on the scene. And that, though there may have been others that knew CPR, she was the one that stepped up to the plate and actually did it.
We found out about an hour ago that the coworker had a blocked artery in her neck. The doctors were able to remove the blockage, color returned to her face and she was going to make it with a full recovery. This relieved Trudy's mind to an unimaginable extent. It was as if the weight of the universe had just disappeared.
She saved a life today. She did it with CPR, and had some help. But mostly she did it with determination to help a fellow human.
As I said, I am VERY proud of her. I am always proud of her. But today is just a bit more special. For there is one human alive tonite that would not otherwise have been so had my Trudy not been there and been willing to do what needed to be done.
Her biggest hurdle now is all the kudos, congratulations, and public thank you's that she fears are coming her way. She doesn't do well in the spotlight, as some of you may know. She isn't comfy with accolades. So we'll deal with it. But, today….feel good. She smiled.
So, now you all know. Just keep it quiet…LOL
Kevin Hughes
(Trudy's husband)
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| Windows SharePoint services 3.0 and Microsoft Office SharePoint Server 2007 are fast becoming the best of breed for comprehensive enterprise collaborative and content management platforms. There are many articles written about how to use the main features of SharePoint that focus on these strengths. A major feature to bring these capabilities together is called SharePoint Workspaces. However, this is often one of the areas that still seems a mystery to many administrators, managers and users. I hope to consolidate some information, perhaps answer a few questions and draw from my experiences to put forth some suggestions for their use.
Document Workspaces
The first thing many think of when referring to SharePoint is Document Management. Document management and sharing are probably the most important features of Windows SharePoint Services. You can use these features to create, manage, and share documents easily. Because these features are integrated with Office 2007, you can easily find them and use them. Additionally, you can take advantage of these features when you use a Web browser to search, browse, or collaborate on documents that are stored on a SharePoint site.
A Document Workspace site helps you to coordinate the development of one or more related documents with other people. The site provides tools to share and update files and to keep people informed about the status of those files.
The Document Workspace template can be used for sharing and managing documents with others. The template includes features that are used to share and update files, keeping others informed on the status of those files.
What's included in the template::
- Document library
- Announcements list
- Tasks list
- Members list
- Links list
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By using a Document Workspace site, you and your colleagues can coordinate the development of one or more related documents. The site provides tools to share and update files and to keep people informed about the status of those files. You and your colleagues can work together on a Document Workspace site to develop a document in the following ways:
- Work directly on the copy located on the Document Workspace site
- Work on a local copy and update the copy regularly on the Document Workspace site
You and other workspace members can also use a Document Workspace site to publish announcements, assign tasks, share relevant links, and receive alerts about changes to site content. You can create a Document Workspace site for a short-term project and delete the site when the project ends or keep the site permanently.
By default, site owners have the required permission level to create Document Workspace sites within an existing site. If you are a site owner and want to enable other site members to create Document Workspace sites, you can use custom permissions settings to grant permission to create sites to the SharePoint group to which the team members belong.
Meeting Workspaces
After Document Management, Collaboration features are the most prominent. Team sites, shared calendars, document libraries, wikis and discussion lists make up the bulk of these features and are covered in depth in multiple places.
When planning meetings, Microsoft Exchange Server and Outlook allow organizers to compare attendees' calendars and send out meeting invitations. Exchange 2007 also allows users to reserve conference rooms when sending out meeting invitations. Microsoft Office SharePoint Server 2007 lets you go one step further. MOSS 2007 can augment Outlook's meeting planning capabilities by creating meeting workspaces.
A Meeting Workspace is a Web site for gathering all the information and materials for one or more meetings. If your meeting materials — such as agendas, related documents, objectives, and tasks — are often scattered, a Meeting Workspace site can help you keep them all in one place.
A Meeting Workspace serves as a way to prepare for a meeting and a way to report the meeting's outcome once it's done.
- Before the meeting, publish the agenda, attendee list, and documents that you plan to discuss.
- During the meeting, add the tasks, record the decisions, and review the related documents.
- After the meeting, publish the minutes, add other follow-up information, and track the status of the tasks.
For example, suppose that you wanted to hold a meeting to discuss your organization's latest press release. You would probably want to make sure that everyone attending the meeting had a copy of the press release. Instead of manually distributing hard copies of the release in the meeting, you could include it in the Meeting Workspace. This way, all meeting attendees have access to the press release ahead of time.
Note: A Meeting Workspace isn't a forum for holding a meeting. The actual meeting will take place in person, over the phone or through an online collaboration forum such as Microsoft LiveMeeting. The Meeting Workspace does not take the place of the meeting's venue.
It is typically a good idea for the initiator of the meeting to navigate to the workspace and prepare it for the meeting. How it is prepared would depend on the template chosen during the creation of the workspace but typically would include the following items:
- Objectives - the objectives about meeting about the document
- Attendees - this is the list of people that have been invited to the meeting via Outlook. More users can be added on an ad-hoc basis.
- Agenda - the list of items that need to be discussed concerning the document.
- Document Library - this is where all the documentation needs to be uploaded for sharing and discussion.
When you create a Meeting Workspace site, you select a template. A template provides a basic structure and appearance for your Meeting Workspace site. A template is just a starting point — you can add or delete items and change the appearance of the site after you create it. The following templates are available:
Basic Meeting Workspace
The Basic Meeting Workspace template can be used to create a site for planning, organizing, and tracking meetings. A meeting workspace is useful for managing a reoccurring meeting, such as a weekly team meeting. There are useful features you can use to track topics, documents, attendees, and so forth.
What's included in the template:
- Objectives list
- Agenda
- Attendees list
- Document library
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| Blank Meeting Workspace
The Blank Meeting Workspace template can be used to create a meeting workspace that is initially empty, containing no sample content or features. Add your own libraries, lists, and Web Parts to make this site work for your team meetings.
What's included in the template:
- Empty page where you add your own content
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| Decision Meeting Workspace
The Decision Meeting Workspace template can be used to create a site for meetings that involve reviewing documents and recording decisions. Included in the template are features that help you record decisions and action items based on those decisions. All of this helps a team stay focused on the outcome of a meeting.
What's included in the template:
- Objectives list
- Attendees list
- Agenda
- Document library
- Tasks list
- Decisions list
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| Decision Meeting Workspace
The Decision Meeting Workspace template can be used to create a site for meetings that involve reviewing documents and recording decisions. Included in the template are features that help you record decisions and action items based on those decisions. All of this helps a team stay focused on the outcome of a meeting.
What's included in the template:
- Objectives list
- Attendees list
- Agenda
- Document library
- Tasks list
- Decisions list
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| Multipage Meeting Workspace
The Multipage Meeting Workspace template can be used to create a site that helps you plan, organize, and capture the results of a complex meeting or a series of meetings. Use the site to manage meetings that require in-depth supporting materials that need to be stored on separate pages.
What's included in the template:
- Objectives list
- Attendees list
- Agenda
- Two pages that can be customized
- Ability to add 10 pages per meeting
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Advantages of using workspaces
Workspaces give many advantages when used in conjunction with traditional management and collaborative practices.
- People can now have meetings on-line without having to travel to a fixed location to have a meeting. This is even more effective if combined with other technologies like "Office Communication Server" for audio and video.
- Single copies of documents can be viewed, discussed and edited by all people involved in a project or meeting, avoiding the need for consolidation of multiple versions of each document afterwards.
- All discussions concerning a document is stored as metadata in the workspace and therefore linked to the document without having to alter the document itself.
- When sharing or communicating about a particular document or meeting emails sent out via Outlook only need contain a link to the workspace. This keeps the number of copies of a document to a minimum and relieves the concern about maximum document size that can be transferred via a particular email system.
- The workspace is secure as only the people invited to the meeting can attend the workspace.
Where can I create workspaces?
You can create workspaces in any location you could normally create a web, or sub-site. They may exist in any site collection – including SharePoint My Sites. Document Workspaces and Meeting Workspaces are both SharePoint sites and a new site is created every time you invoke one.
To create a workspace, you must have permission within SharePoint to create it. If you can create a site, you can create a document workspace. However, this can mean that Document and Meeting Workspace sites can easily multiply and get lost. If your users are mostly contributors, it will not be as much of an issue because they would not, by default, have permissions to create new sites.
Administrators and site owners have the required permission level to create Workspace sites. If you are an administrator or site owner and want to enable other team site members to create Workspace sites, you can grant permission to create sites to the group that the team members belong to.
Where should I create workspaces?
Where these workspaces get created, by whom and any other policies should be outlined in your governance plan. Each company is different and has different needs for collaboration, document management and security.
Some guidelines I have used in the past:
- In a high-security environment one might consider creating a site collection specifically for users to create all their workspaces. Whether this is done by a single person with Create Sites permissions who responds to requests, or by granting permissions on the top-level site to create sites is a matter of resources. Note, that if users can't create sites, they cannot create meeting workspaces from MS Outlook.
- Create custom permission levels in the site collections that allow create sites. Create a sub-site in the site collection. Grant the create sites permission at the sub-site to all who you wish to give that right to.
- Or, once the custom permission level is created, grant it wherever in the site collection you need.
- Allow workspaces to only be used in conjunction with the users' My Sites. They are essentially site collection administrators of their My Site, so can create them anyway.
Essentially, the choice is yours and, as with most things SharePoint, you have many options. You are not locked into any one particular way of doing things throughout your environment unless you choose to be.
How do I manage Workspaces?
As an administrator managing the storage space and usage of sites throughout the environment is always a concern. Because workspaces are sub-sites, there is no built-in tool to allow a automatic review and disposal as there is with site collections.
Your governance plan and retention policies should state how users are going to use workspaces.
In general, I have used the following guidelines:
Document Workspaces:
- The user creates a workspace for one document.
- Once the document is completed and approved, it must be published elsewhere for long-term storage and search.
- The document workspace should then be deleted when they are done working in it.
Meeting Workspaces:
- The user creates a workspace for a single meeting (single or recurring).
- Once the meeting or meeting series is completed, all contents must be consolidated and published elsewhere for long-term storage and search.
- The meeting workspace should then be deleted when the meeting(s) are completed.
Of course this assumes that you have a well-defined governance plan, publishing procedures, and informed users. And the only ways to "enforce" this is through manual review and/or third-party management tools.
One way to assist your users in managing their own content is to enforce site collection quotas. If they are reaching the limit of their quota, they may begin deleting old workspaces themselves. Or, you can suggest they do so if they haven't thought of it.
Conclusion
Workspaces are quite powerful and full of features that can enhance the collaborative efforts throughout your company. But, like many things in SharePoint, we have to educate the users, not only on what they are, but how to use them. And then we have to educate them and ourselves on how to manage them. When used and managed properly they are wonderful additions to any company.
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| A few weeks ago I took a new position with a new company, leaving the world of corporate America behind. I'm now working in the consultant arena as a SharePoint Architect with Valorem Consulting Group, LLC. This was definitely a case of knowing the right people at the right time. I know they wouldn't have hired me if they didn't think I could do the job, but the timing was only on my side because I'd already had a professional relationship with one of the Managing Partners. We had spoken and/or attended the same SharePoint Saturday events and seen each other around the local SharePoint User Groups. So, I have a new gig.
A long time ago, in a galaxy far, far away (Missouri), I was part of a small consulting group (Avalon Technologies – you may have heard of it). I worked as a Technical/Network Architect with them and pretty much ran the technical staff. But, we were small – our contracts were small – and while it paid the bills, none of us were getting rich any time soon. I enjoyed the work, though, even if it was a bit on the feast or famine side. I loved going from project to project, designing solutions, making people happy – and then going on to something else. But, nothing lasts forever…
Went for contract jobs for a bit and they were lucrative. But, it was VERY sporadic. Fortunately I'd made enough with the contract jobs to afford to teach for a bit. So, I got my MCT (MS Certified Trainer), a few other certifications to go behind my name, and brought my hard-won, real-world experience to the classroom. That lasted until I got an offer I just didn't think I could refuse – going back to working with SharePoint (not just teaching it) full time – and for twice what I was making as an MCT. So…I jumped….into corporate America. Sigh…
Oh, it was good for a little while. I'm getting to that age where I look for some long-term stability and even think of retirement from time to time. The environment took some getting used to…a whole different world that I had glimpsed on a short-term basis as a consultant and contractor, but never had to deal with long-term. Eventually…well…some of you know the story. Let's just say I could see the writing on the wall. I needed to get out of the corporate cube-farm.
Valorem is an ideal kinda place for me right now. It's consulting…with SharePoint (thank you, Microsoft for being my meal ticket for the last 15 years)…and the position is salary-based. That's good and bad – steady paycheck vs. huge chunks-o-change after projects. At this point in my life, I'll take the salary (how much is a secret ;) ). Now my only trouble is that I'm falling into my old work/sleep habits. I am based out of my house, so I work at home…and never really leave work. That means I tend to work an average of 12-16 hours each day. Then I sleep for 2-5 hours and get up and do it all again. The other time is meals, doing things with the wife, etc. I don't mind. I really like being able to set my own hours. I have to make sure to be awake, alert and present for any meetings with other Valorem people or especially clients. But, that's not really that hard.
I'm having a blast getting back into this new/old way of life. It's not for everyone. But, it seems right for me. At least right now.
Have a great day! |
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Just when I thought it was safe to answer the phone, I just received a call on my cell phone from Robert Johnson, security code CH3399, from the US Government Grants & Treasury department. The phone number was 212-121-2121 (Somewhere in NY but no listing in reverse lookup).
He called with a nice speech about how I had been selected to receive a grant from the government as a reward for paying my taxes and bills on time. Some were getting $4000, some were getting $9000, but I had been selected out of 17000 to receive $7000.
I had not applied for a grant, nor had I heard of this sort of thing before. In any case, Robert Johnson preceded to tell me again that I was selected out of 17000 Americans to receive this grant.
He had a heavy Indian accent, but I figured that everyone was outsourcing now, so I let him continue. I let him finish and he proceeded to give me a Money Approval number and told me to call his manager since he was not authorized to release such a large amount. His manager, John Spencer, would explain how to claim the grant.
He had me call John Spencer at 323-617-5965 (This number is a landline based in Los Angeles, CA and is unpublished.)
I did call John Spencer and he explained (also with an Indian accent) that in order for me to claim my grant, I would have to through some verification, and for that process they use Western Union, since they don't ask for customer's personal information, such as bank accounts, social security numbers, & etc. He told me that I had to go to a Western Union, and "deposit" $198.72 into a account as a security deposit. Then he would release funds in the amount of $7198.72 which I would then get from Western Union. He stated that once I was at Western Union he would stay on the phone with me. I would give him the MTCN number and he would use that to verify the deposit and release the funds. This was to verify my identity so that the funds would not go to the wrong person.
At this point, I knew it was a scam. I didn't know what it was called, but I knew better. Fifteen minutes later, John Spencer called my cell phone again from the same number I had called. But, I let it go to voice mail.
I looked this up on the internet and found that the US Secret Service, the FTC and the FBI all refer to this as an Advance Fee Scam - a version of the Nigerian 4-1-9 scheme that's been going around for years.
I filed reports with all three agencies, but they did say that since I was not harmed I'd never really know what happened, if anything. And since these individuals usually use stolen cell phones and aliases, they are extremely hard to track down.
At least it didn't cost me anything but my innocence. |
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The new Quest Site Administrator Reports OnDemand that was released yesterday is pretty.
You get it at http://www.quest.com/reportsforsharepoint
Description from Quest's website:
"This new free web hosted tool allows you unlimited core Site reporting as well as a portal to content within SharePointforAll. You can run a site storage usage report on any SharePoint 2007 or 2010 site that you have access to. This tool is currently in Beta so visuals may change from time to time and updates are available immediately as soon as we update the app.
Site Administrator Reports OnDemand is hosted in Microsoft's new Cloud platfrom Azure and leverages Silverlight for its visuals."
You get a single page report with the following data:
- Site Metrics – summary of the number of sub-sites, total lists, document libraries, doc size, and a total content storage size.
- Site Sizes – the sizes of individual sites in a collection
- Document Sizes – largest files
- Document Type Sizes – storage usage by document type
- Storage Space Distribution – Content vs. versioning
The displays can be changed from data to bar or pie charts.
I believe most of that data can already be seen by site collection administrators, but this is a more concise summary that takes the data already available and puts it into a pretty graphic format.
Potential points to consider…
It is available for free to be used by anyone that has local administrator rights on their PC and full control over a site collection/site.
It requires no installation on a server so we have zero control or visibility into who runs them.
The query runs for a long time and may impact performance – especially if more than one is being run at the same time. Report on an average site collection took 66 minutes to generate (6.38 GB)
The reports are stored on the local machine Silverlight storage cache so are not available to anyone else and there seems no way to export. However, the good thing there is that once the report is run, the cached report is available until the admin clicks "Update" to rerun the query.
Lastly, since it uses Quest's website to do the analysis you expose as much data as your credentials allow in SharePoint – even behind firewalls since you've already made the connection. While I am not concerned about Quest itself, it does raise concerns that must be addressed to management and security officers about exposure of internal data to an outside party. And I've seen nothing to which I can refer them on Quest's website. It may be there, but it escapes my search at the moment.
I'm still testing to see if there is impact in large deployments with distributed site collection management. Until then, if anyone has an analysis I would be happy to know what you found.
Play nice and Share. Get the Point?
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| In any effective team a variety of people with different, but complementary, skills and experience come together to achieve a common goal. There may be overlap of skills and experience, but each person on a team will bring some strength that the other team members do not have. The team members may rotate roles as needed, but should be allowed to focus on their strengths which may preclude some members from fulfilling some team roles either by personal choice or a management decision. All should use their strengths to support the team effort – participating in idea generation, problem solving, and decision-making. They should respect and trust one another's skills and abilities, but also respect each other as people. Each should take actions and perform work that is necessary to reach team goals.
The SharePoint environment is best deployed and managed in an enterprise through the use of an effective team. In smaller deployments, one individual may take on multiple roles, but usually will be less effective in some than others – again they will have strengths as well as weaknesses. My experience leads me to believe that in an effective team dedicated to deploying and managing an enterprise SharePoint environment there are five distinct roles of an effective SharePoint team. These are Architect, Developer, Administrator, Site Designer and Manager.
This is not to say you need five individual team members, as some persons may be able to fill multiple roles, or your environment may be large enough to need multiple persons filling some of the roles. Likely roles to often cross over in a single individual team member are Developer & Site Designer, Architect & Developer, Architect & Site Designer, Architect & Administrator. Note that I didn't mention that the Manager should be one of the cross-over roles. I believe that the other four roles are often too focused on the technical aspects of the environment to be effective at managing the team. Of course there are exceptions. Also, it may appear from the example above, that the Architect role may be considered superfluous if it can cross over to most any other role. This all depends on the strengths of your team members, the size of your environment, and the goals of the team. This type of team, as any Information Technology team, is most effective if there are individuals dedicated to the separate roles, although, again, roles may shift or rotate as needed.
It's easy enough to describe these roles using technical terms, discussing programming languages, operating systems, computer hardware & software specifications, network diagrams, etc., but that is only informative to those technical enough to understand what all those things are, how they function and how they work together. Since I currently work in a firm dedicated to designing and building bridges, interstates, airports, stadiums and conference buildings, I thought I would use analogies with a civil engineering spin to describe the roles in an effective SharePoint team.
Architect -
A SharePoint Architect is an Infrastructure Architect and is very much like an architect for a highway interchange or interstate system. This is a specialist in designing transportation infrastructure to allow the most people to get where they need to go as quickly as possible as safely as possible. He needs knowledge both wide and deep regarding the capabilities of all the associated technologies, materials and skills that go into building this infrastructure. He has to know what materials work together to create sturdy, enduring surfaces. He must know how much load they can bear at what weather conditions over how much time in order to use the correct materials for flat roads vs. overpasses vs. steep grades, in desert heat or blizzard. He must know how to take information about population distribution and growth trends and turn that into traffic patterns to be able to project and/or alleviate congestion areas. He must understand meteorology, geology, chemistry, physics, & calculus, to be able to determine grades, inclines, drainage, structural stability, wind shear, friction, expansion, etc. so that rates of speed can be maintained around curves, bridges, and interchanges without having cars slide down, or have to drive too fast to keep on the curve, or have pylons that fall under the lateral stress. He must know the men and machines that lay the asphalt pour the concrete, and hang the steel - their capabilities and limitations in order to not design something that can't be built.
He uses existing materials and technologies for his designs. He may apply them in traditional ways or come up with new innovations in how to use particular material combinations together or how to apply techniques and technologies to different materials than they had been intended for. He must keep up to date on new techniques and new technologies and also know when to phase out the old ideas and machines. He may create designs that take upcoming innovations in materials or equipment into account. He must also know when the requirements call for something completely new and different. He doesn't build the new technology or come up with the new recipe for concrete. He looks for any technology that someone else has built or that may be coming available. Or he specs out what is needed and hands that off to scientists, chemical companies, vehicle manufacturers, and steel mills to develop the new slip-resistant, super strong, last forever, asphalt guaranteed to never crack between -50 and 150 degrees.
The Architect can direct the building of the interstate. He may be able to teach others how to use the technology he's applied to his designs, but that's only because he knows how it all works together. He probably knows enough about running the machines to be able to pour concrete or lay asphalt. Maybe he even can do some steel-work. But that's not his specialty. He may know enough about so many different things that he may be able to develop his own new technology such as a new composite concrete-plastic foam mix. But, he's probably not as good at that as a dedicated scientist. He may make his interchange aesthetically pleasing or at least not offensive. But, that's not his primary concern. It's functionality and efficiency that he's after. Can he design and/or build a school? A shopping center? An industrial park? Perhaps. In a pinch. But it's not his specialty and it may not be pretty...not many like asphalt-colored grocery stores. And kids don't color within the lines – so how are they going to walk down hallways and obey all the traffic patterns laid out so nicely in yellow paint on the floors?
The Architect's customers are entire population centers, municipalities, counties, states or countries.
Developer -
A SharePoint Developer is very much like any Software Developer. And Software Developers fill the role of the scientists, chemical companies, vehicle manufacturers and steel mills in this analogy. They may be proactive or reactive. Proactive scientists and companies would come up with the new formula of asphalt because it can be done. Or, because the need is being projected for all future projects. Or because they want something to sell. Reactive scientists and companies would be taking requirements from someone, like an architect, construction companies, or even another scientist and coming up with a the new asphalt that fills their need. Oh, they need to make sure the color is right. That it hardens in a certain amount of time. That it can either be used with current equipment or they specify, and maybe even design, new equipment. They're not so concerned about existing technology unless part of their requirements require some sort of integration. They are coming up with new technology. New building materials. New machinery.
The developer has plenty of knowledge about existing technology. But probably is a little light on techniques, real-world uses, and actually applying the technology to a problem. The developer may be able to explain the uses of his new tech. Or, he may have just built it and left it to the engineers to figure out how to apply it. If making it pretty was included in the requirements he will make it pretty - but otherwise is just coming up with new, amazing things for himself or others to use.
Can the developer run the machines? Pour concrete? Hang steel? Maybe, but I would guess probably not. He knows about it and may be able to watch it for hours, but that's not his thing. That's old. It already exists. It's boring. Now what about a truck that plows the earth, breaks up rocks, unrolls rebar, pours our new quick-drying concrete, smoothes it flat, then paints those irritating lines in 7 different colors - as long as they're yellow? Hm? Call it the RoadMaster 9000.
The Developer's customers are whoever asks for, or will purchase, this new and amazing stuff he just came up with.
Administrator -
SharePoint Administrators are like any other systems administrators in IT except instead of knowing only one or two systems, they have to be skilled with 4-5 and very familiar with dozens and how they all interact. To continue the analogy, SysAdmins are like the engineers, heavy constructors, and road crews that build and maintain the infrastructure. They are there to take the designs, the machines, and the materials and come up with a plan of action, implement that plan, and get the roads, bridges, interchanges, ramps, ditches, tunnels, etc. built. They are the ones that drive the trucks, pour the concrete, lay the asphalt, weld the steel, and paint the lines. They don't come up with new designs...they just build. They may come up with more efficient methods for working. They are probably the best source of information about deficiencies in current tech or materials. They will even have great and wonderful ideas on how to improve designs, or know exactly how a plan will fail unless modified.
They know how things really work in the real world. They have to build it. Then they have to fix it when it breaks. When the deep cold creates potholes, they have to fill them. When the scorching heat expands a bridge beyond its joints' ability to handle, they repair the cracks. When the surfaces need to be stripped off and reapplied because of normal wear-n-tear, they are the ones that bear the brunt of hazardous drivers, heat, rain, and cold to tear off only the upper layers without damaging the foundation. Then they apply a new veneer using that new asphalt that someone bought for them to use. But, at least they get to drive that new RoadMaster 9000. Boy it sure can lay some road. And it's air-conditioned.
The Administrator's customers are everyone that drives down that road.
Site Designer -
The SharePoint Site Designer is very much like any other web designer - just with different tools at their disposal and a need to understand a multi-layered hierarchy for creating final pages displayed in a web browser. They are also akin to urban planners and real estate developers. They're very, very interested in that new highway system. In fact, they may have even asked for it. They certainly will take advantage of it. They don't build the roads. They use them. They don't care about what machine lays what type of asphalt in what temperature how fast. They just care that there is a new roadway system that they can build around. They design and create the places people live and work. They design and create the "surface streets" that connect to the highway system, the shopping centers, the business & industrial parks (where the developers all work), the traffic lights, the turn lanes, the parking lots. But they also design and build the houses, the restaurants, schools, grocery stores, recreation centers, hospitals, parks, and bike trails. They beautify the neighborhoods. Landscape the roadways. Erect and paint the privacy fences. Use a particular shade of red for traffic lights.
They function very much like the Architect - but their efforts are scoped and scaled to a completely different customer. Their customers are individual communities, businesses, city councils, neighborhood associations, etc. They work with the people. They listen to what the people need. They may contract the company that has the architect to design a new interchange to lower traffic accidents. They certainly complain about the potholes and traffic delays. They are the ones the people go to when they a new place to shop, a new place to work, new sewer systems, a new place for the kids to play, or a new way to get to work. They are also the ones people go to improve and revitalize the old downtown areas and make them thrive once more.
Manager -
I won't presume to tell you managers how to do your job. That is not my place. However, to differentiate the Manager from the Architect -
In this case, the manager is the strategist, the government, the banker, project management, sales, marketing, and collections. They coordinate all the efforts. Determine the rules. Set the standards. Determine the budgets. Pay the bills. Sell the product and collect the money. They know the technology and can sell it or know when someone is blowing smoke in their general direction. They know how to get things done with how many people in how much time. They know how much that RoadMaster 9000 costs. They also know where to buy it cheap. They know how many of them to buy because they listened to the engineers and road crews (SysAdmin) complain about those ancient things they had that were almost 4 years old and didn't have air-conditioning. They know how to get the money, or how to say no. They sell the architect's designs and set the schedules for the road crews. They determine when it's ok to close which lanes during rush hour so the bridge can be resurfaced and take all the heat of the whining and complaining at the city council meetings. They set the shade of the traffic lights because they need to be standardized so we can get a good price.
They tell the Designer that they can't put a chemical plant next to an elementary school playground no matter how much that business pays in taxes...wait, how much was that again? Maybe we can move the school. They set the pay scales, draw up all the contracts, procure all the resources, enable the workers, fight the unions, and wave the flag. They make sure the Architect's designs can be built within budget and that they are not so new and progressive they can't be sold. They ensure that the Developer builds things that are actually useful and sellable, that the Administrator delivers that new road on time and under budget, and that the Designer plans the community with the people in mind. No matter how pretty that tree would be in the spring it can't be in the middle of a major intersection.
But mostly, they keep the team functioning as a team. They recognize the members as individuals. They encourage them to excel and guide them to becoming better people, better employees, and better members of the team. They keep the team on track – techies tend to find tangents, over-think, and "go that-away" unless kept on the straight and narrow. Techies also tend to be a bit literal, which comes from working with computers that don't care what you meant – they know what you did. This often can lead the technical expert to misinterpretation of requirements, ideas, or anything else that isn't spelled out in writing.
The manager's toughest job is figuring out how to make the team mesh together and share knowledge and ideas. Technical experts also tend toward being very confident in their abilities and protective of their knowledge. This usually comes from very few others knowing what the techie is talking about most of the time and having the ever-present danger of someone else taking a piece of code, a drawing, or a recipe, claiming it as their own and getting credit for something they didn't do, or worse, making money from it. Too often the poor manager will be just that culprit, not necessarily intentionally, but because they are the public face of the team to customers and executives, they tend to be associated with what the team produces. And the poorer manager will revel in that glory.
Their customers are basically everyone.
Final -
So, this is my take on SharePoint teams in the enterprise. It is just my opinion based on my experiences and the stories and anecdotes related to me over the years. I'm sure there as many different opinions as there are people that care about this topic.
So, share some good times and go build an effective team – no matter the form.
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| My Domain controller died last week and with it went my SharePoint Web Front End and Exchange server. So, I spent a long weekend installing new hardware and extracting the SharePoint data so that I could bring it over to a new farm in a new domain.
Unfortunately, my backups did not extract properly since I wasn't going to the same versions of the OS or SQL Server. Thought I'd take the opportunity to upgrade to Server 2008 and SQL 2008. Caused me more work.
Fortunately, I could still access the SQL server via cached credentials. And, since I had put Reporting Services in SP Integrated mode it had an installation of MOSS on it. I turned on all the services there and then through a series of nasty hacks got it to recognize itself as the only WFE in the farm. Then I could do a current backup.
Got everything installed into the new domain and created a new farm. Restored all my backups and they worked fine….after I discovered a few things.
In this process one must remember the following:
If moving Sites from one domain to another, make sure the new domain does not duplicate the user account names of the old domain. They will look like they resolve, but you will get errors because the SIDs are different.
- Install everything with a totally new and differently named account. Then remove all the security from your sites and reconfigure it.
- If you miss one or more accounts that are named the same in both domains, they will resolve in the new domain and look like they are working, but will not allow access.
- If you have missed accounts, and are doing an stsadm.exe –o restore operation, you will get an error that "The File Exists". What this means, in this case, is that your CMD session is logged in with one of the duplicated account names and so you are getting a SID conflict. This is VERY poorly documented.
- Be sure to learn exactly where everything is in Server 2008. It, like in Vista, screws around with things in the control panel and even IIS7 looks different.
- While you must allow the IIS6 compatibility selections to be installed since you're using MOSS 2007, you won't actually be able to administer anything with that interface since you have MOSS.
And for my particular situation…
While Exchange and SharePoint can coexist on the same server just fine, one must install Exchange FIRST and then SharePoint. I didn't remember this and really don't want to go reinstall my farm now that I have it working. So, am using an external mail handler while I work on a separate Exchange server.
Now just have to figure out how to get OWA to work when Exchange isn't on the same server as your web server. This isn't a problem at work, but is a pain when I can't do NAT configurations based on domain names…silly SOHO routers don't do that. Maybe I'll have to invest in a business-class router. Been a long time since I've played with the Cisco IOS…even let my CCNA expire. Oh well. That's another blog.
Later. |
| Our trip began well enough and the only things that bothered me revolved around "sticker shock". The conference was fine, but not very enjoyable. Most everything covered, I already knew. Even a few of the speakers brought that up in conversations when I mentioned that I didn't learn much and they were surprised that I had expected to do so. Interesting…
The problem with the conference was that it was TOO frackin big. There were 7600+ attendees, 200+ Microsoft Employees, 120 speakers, and 160 sponsors/exhibitors who brought out their "A Teams" for the event. (This means "booth babes" were more than abundant.) This amount of people meant that everything was run like a poorly managed Army maneuver. Led to meals like cattle and the break-out sessions were filled with 2-400 people each so there was no room for anything but lectures.
This also meant that there was no real chance to do any real social networking since everyone was trying to get time with all the "rockstars" or make that "special" business connection. So, no real time with my close colleagues – even if one attended the unofficial social gatherings.
As for the officially sponsored social gatherings – that's where things started to go wrong for us.
By Tuesday, Trudy and I had toured Vegas, eaten at the Top of the World, gone from New York to Paris to Venice to Rome. We'd seen sharks, the Titanic, and Phantom of the Opera (The best 95 minutes of the week, btw). Tuesday evening was supposed to be a 80's themed beach party with Huey Lewis and the News. I had arranged with one of the event sponsors, KnowledgeLake, to get Trudy and my co-worker's new bride, Linda, into the party even though they were not conference attendees. They really want my business so they agreed to give them VIP passes. We were told these would get them into the party and also into a private cabana for a catered party. Sounded good to me.
However, the Mandalay Bay staff proved that all the hunches, misgivings, and little signs we had been noticing all week to this point were well founded. The staff did know about the VIP passes, but they weren't letting anyone with them into the party – unless they had also paid $150 for a "Guest Pass". I did phone my contact at KnowledgeLake and he offered to come escort us through – but that ended up taking so long that Trudy and I got tired of the dirty looks we were getting from the MB staff and left. Apparently we weren't the only ones treated like crap that night – as some of the people who HAD paid the extra money to get in were turned away due to the party being "at fire code capacity". Turns out that the party was sold out (which I knew) but they had not actually be checking to see who signed up or bought the tickets, they were just letting any conference attendee into the party – until they were getting in trouble for that fire code thing.
Unfortunately, this made us start really noticing just how much the Mandalay Bay sucked. I've stayed in better Motel 6's. I put our hotel experience in another post.
Back to the conference, I did win a Flip Cam and got lots of swag. I saw as many presentations as I could and was glad I could look at the videos as there were TOO many sessions to take them all.
As for our trip as a whole, we basically enjoyed the week and had a nice time. But this was mainly due to having someone to share the experience with and not the conference or the hotel. Next conference I won't be taking Trudy and she agrees that it was pretty boring for her during the day unless she wanted to spend mucho dinero.
I look forward to the next, hopefully smaller, SharePoint event. I'll probably talk your ear off then.
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| Recently attended the Microsoft SharePoint Conference 2009 held at the Mandalay Bay Hotel & Casino in Las Vegas, NV. Since the conference was there, we booked the Mandalay Bay as our hotel for the stay. This was a mistake I will not repeat as the experience was not something I will soon forget.
Our room cost us $149/night for 7 nights stay. Here in KC, or any place I've stayed over the past 2-3 years (that would be many different places in the country, btw), that would get you a deluxe suite with lots of amenities including breakfast, coffee, wi-fi, clean linens daily, gym, pool, and staff that at least made you feel like you matter – at least until you pay your bill.
At the Mandalay Bay this got a small-ish room with a bed, shower, bath, TV and a toilet. Yes, it all looked nice, but wait…
- Breakfast meant going to one of the many restaurants in/around the casino. This ran an average of $18/person.
- Coffee was gotten either the same place as breakfast or at one of the Starbucks in the casino. Regular coffee ran $5-7.00 at either place, but Starbucks was 'per cup' while the restaurants usually would get you a refill if you waited long enough and asked for it often enough.
- Wi-fi – they had it. But it was $14.99/24 hours/ laptop. Yes, Trudy and I both had laptops. We were told that conference attendees were to receive a discounted rate of $5.99/24 hours/laptop and this would be adjusted at checkout. Well, they front desk knew of the discount but refused it to us because we didn't book our hotel room using the higher "conference rate".
- Clean linens – yes, we got them – once every 3 days. Unless you asked nicely of the maids, which we did, and then we did get them more often. Of course that didn't mean they were comfortable. I've had thicker, softer towels used as grease rags for auto repair work. At least they could use fine-grit sandpaper to scrape your skin after a shower instead of these towels.
- Gym – we had fully planned to continue our daily workouts since there was a gym on premises. That plan changed when we found out that gym access was $30/person/day. This did include basic spa access, but no "special services".
- Pool – yes, there is a fine looking pool area – includes a wave pool, lazy river, beach, and plenty of sun. However, one must wear shoes on the sand – not for the heat, but so you don't walk on all the cigarette and cigar butts in the sand. Don't even think about having any space around your lounge chair – they are practically butted up against each other and leave no room for any sort of normal "beach fun". The Lazy river requires an inflatable ring which will run you $23 to rent it for a day – don't lose it or have $95 added to your bill. It's just a kid's inflatable ring.
- The Staff – well, let's just say prison guards would make you feel more welcome and be more apt to do things for you than the people working at the Mandalay Bay. Everyone expected extra money for doing their job and giving basic customer service. I am perfectly willing to tip, but tend to want GOOD service, not just mediocre to crappy. Most were quite aloof and blatantly uncaring. We were just another source of green bills.
- Let's talk about other things –
- Meals were super expensive. The best deal we got was at the House of Blues. At least they included hash browns and toast with breakfasts. And didn't charge for refills on soda. But, they did lose our room charge card, which caused a painful experience with the front desk. Average meal cost was $25-45 per person. The low end included when we just got coffee and muffins for breakfast. The high end was when we ate "cheap" for dinner one night.
- There were snacks in the room when we arrived. Chips, chocolate, nuts. In any other hotel where we paid so much, these would be complementary. Not at the Mandalay Bay. I had read a review that warned us that these were not complimentary. I learned that the little single-serving Pringles cans would have cost us $5 if we had even moved them from their tray. And the mini bar where the cokes and water were stored (yes there was alcohol as well) would have run us $6/coke and $5/water. You don't even want to know the cost of the alcohol. We saw a price for a bottle of Bacardi that told us we would never drink there - $325/bottle – for regular Bacardi rum and only a 750ml bottle.
- We could have bought many tickets to the things we wanted to see and do at the Mandalay Bay concierge desk. But, that experience wasn't like other concierge's I've dealt with before. Places in KC, New York, New Orleans, etc. have concierges that have connections, get you deals, advise you how to best spend your time/money, and hope for a generous gratuity in return for treating you like you are "somebody". The concierges we dealt with at Mandalay Bay not only didn't seem to care about service, but actually charged more to acquire tickets/services for you through the hotel than it would run to do it yourself. And if you managed to pick up the coupon books stacked around other hotels, then you'd save even more.
Overall, when we stayed at the hotel, our Las Vegas experience was unsatisfactory. When we left the hotel, we had a pretty good time.
Now, add to this the fact that I contracted the H1N1 influenza strain while at the conference and you can imagine that our memories of this experience lean toward not wanting to return – at least not to the Mandalay Bay.
If we had been prepared for the lack of amenities at the hotel, which to me mean things included in the price of the hotel room, and the hotel staff had treated us as I have come to expect from other hotels around the country, then I think we would have had pleasant memories and might even recommend this hotel to others.
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