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