SharePoint 2007 Deployment Guide and Checklist

Project Planning

ENVISIONING

• Evaluate Microsoft Office SharePoint Server 2007 features
• Formulate preliminary cost/benefit analysis
• Determine project scope (lab, pilot, international/regional deployment, coexistence strategies, etc.)
• Secure executive sponsorship and funding

PLANNING

• Assemble Project Teams, Define Roles
• Review/Detail Technical Requirements
• Review/Detail Preliminary Endu ser and Business Requirements
• Determine Preliminary Design Objectives
• Identify Coexistence Strategies
• Establish Test Lab Environment
• Perform Risk Assessment
• Define Communication Strategy
• Define Education/Training Strategy
• Review Client Software and Hardware
• Create Governance Plan with Mission, Vision, and Strategy
• Plan Server Configuration
• Plan Security
• Plan for performance
• Plan for network upgrades and WAN considerations
• Plan for failover and disaster recovery
• Plan for Localization
• Plan Integration
• Determine need for WSS, MOSS 2007 Standard or Enterprise
• Plan Collaboration Solutions
• Plan Enterprise/Web 2.0 Wikis and Blogging
• Plan Document/Records Management
• Plan Indexing/Search Center & Best Bets/Keywords
• Plan Portal
• Plan Scorecards
• Plan Web Content Management
• Plan Workflows
• Plan Internet Site
• Plan Extranet Partner Solution
• Plan Forms Solution
• Plan Excel Services, KPIs, Reporting Center
• Plan Maintenance
• Plan Content and Navigation Structure

DEPLOYMENT, IMPLEMENTATION, & CONFIGURATION MANAGEMENT

• Deploy Pilot System
• Gather feedback on Pilot and update deployment configuration
• Deploy applicable Development, Test, and Staging environments
• Production Go/No-Go Decision
• Deploy Production System
• Install Hardware
• Install Software
• Configure Software
• Configure server, software, and network dependencies
• Configure Search
• Configure Document Management
• Configure Personal Sites
• Review single sign-on service requirements, consider Kerberos
• Configure Microsoft Office SharePoint Server 2007 for extranet use as desired
• Implement solutions and applicable third party solutions, if any
• Deploy updates to Client Machines as needed
• Test and Evaluate System

POST-IMPLEMENTATION OPERATIONS, OPTIMIZATION, AND BUSINESS REVIEW

• Deployment Complete
• Maintain IT Governance through Service/Business Reviews
• Maintain regular Reporting in Support Operations and Change
• Management Reviews