“solutions that empower your...

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“Solutions that Empower your Workforce”PurposePurpose of this mentoring is to provide the client’s Insourcing/staff with a comprehensive approach to planning, developing and deploying enterprise SharePoint Server 2013 solutions. The mentoring provides project directed training in project management, business and architectural planning (capabilities and gap analysis) development, deployment and transition to operations. Upon completion of the Mentoring program, the client staff will be able to assess, plan, build, deploy and transition SharePoint 2013 solutions.

Phases (TOGAF model)The Phases within the ADM are:

• A Preliminary Phase describing the preparation and initiation of activities required to meet the business directives for a new enterprise-architecture, including defining the Organization Specific Architecture framework and the definition of principles

• Phase A – The Vision – describes the first phase of an architecture development cycle. It includes information about defining the scope, identifying the stakeholders, describing the architecture as a whole, and obtaining approvals

• Phase B – Business Architecture describes the development of a Business Architecture to support “The Vision” described in Phase A

• Phase C – Describes the development of Information Systems Architecture for a project that includes the development of data and application architectures

• Phase D - Describes the development of the Technology Architecture

• Phase E – Opportunities & Solutions conducts the initial implementation planning and the identification of delivery vehicles for the architecture defined in the previous phases

• Phase F - Migration Planning addresses the formulation of a set of detailed sequence of transition architectures with a supporting Implementation and Migration Plan

• Phase G - Implementation Governance provides an architectural oversight of the implementation

• Phase H - Architecture Change Management establishes procedures for managing change to the new architecture

Sharepoint 2013 Mentored Training Framework

Prepared by Phil Costanzo Phone 877-697-2434 x746

GSA Schedule 35F-174DA - Exp [email protected]

the sagegrpmentoring.comProject Directed Mentoring

& Training Solutions

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Solution Building Blocks are components in the architecture that will be used to implement the required capability. For example, a network is a solution building block that can be described with complimentary artifacts and put to use to realize the solution for the client. This is summarized in figure two below.

ArchitectureDeliverables

Re-Usable BuildingBlocks

Architecture Repository

Catalogs

Matrices

Diagrams

Building Blocks

Describing

Architecture Deliverable

Other Deliverables

Which are

Architecture Deliverables

Artifacts

Catalogs

Matrices

Diagrams

Building Blocks

Describing

Relationship between Deliverables, Artifacts and Building Blocks

The Sage Group CONFIDENTIAL Project Directed Mentoring & Training Solutions of 12

Fig. 2


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A.Architecture

VisionH.Architecture& Change

Management

Preliminary

G.Implementation

Governance

E.Opportunities

andSolutions

D.TechnologyArchitecture

B.Business

Architecture

C.Information

SystemsArchitectures

F.MigrationPlanning

CUSTOMERRequirementsManagement



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Preliminary StageOverview of SharePoint

• What is SharePoint? • Infrastructure • Intranets, Extranets, and Public Facing Sites • Collaborative tools • Office integration • Business processes and workflows • Business intelligence • Central administration

Phase A: Architecture Vision (and Scope) Module SpecificationsPhase A – The Vision – describes the first phase of an architecture development cycle. It includes information about defining the scope, identifying the stakeholders, describing the architecture as a whole, and obtaining approvalsMentoring Topics • How does this initiative fit into the business vision? • Determine the nature of the application and who it will serve. • Perform initial Gap Analysis with existing architectural building blocks. º Do you need to create functionality (new building blocks)? º Are there existing data stores in place or do you need to create a new ones? º Will the infrastructure be Cloud based, on premise based, or a Hybrid model? º What are your current Data Sources? º What are the existing Applications? • Capabilities – do we have the resources in place to take this on? • Stakeholder analysis – Is there buy in from all appropriate levels of management? • Requirements survey.

Deliverables • Scope Document • Statement of Architecture Work • Draft Architecture Definition Document. º baseline architecture and target architecture • IT perspective º Upgrade of Existing SharePoint environment or new installation? º Conceptual and functional considerations º Scope º Business requirements º IT capabilities

Phase B: Business Architecture Module SpecificationsPhase B – Business Architecture describes the development of a Business Architecture to support “The Vision” described in Phase A

Mentoring Topics • Business capability-based planning • Business Transformation Readiness Assessment • How does this initiative affect the business and overall vision? • Perform business gap analysis • Initial Review of architectural building blocks º Existing SharePoint components º New Components º Out of the box support the business º Custom web apps required? º Custom Workflows required? º Compatible data stores, SQL Server farms º Appropriate servers resources? • Web, Service Apps, Data • Are the current business processes and strategies sufficient? • Use cases scenarios • Business rules documented • Business modelling º Use Case º Activity Models º Class Models • Consider SDLC º Agile, Waterfall • IT Design Patterns • Determine who the people/resources will be to support this initiative • Begin to define and examine the required user experience for the application • What audience is this initiative supporting º UI/Experience for internal audience º UI/Experience for external audience º UI/Experience for multiple devices • Tie back to vision & scope (Architecture Vision)



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Deliverables • Statement of Architecture Work, updated if necessary • Validated business principles, business goals, and business drivers • Elaborated Business Architecture principles • Draft Architecture Definition Document • Draft Architecture Requirements Specification

SharePoint Perspective • Business knowledge of planning and operating SharePoint • Business experience with SharePoint collaborative technology º Foundation Vs. SharePoint Server 2013 º Libraries and lists º Creating and managing document libraries º Designing and managing pages and sites º Managing metadata and content types º Social network tools º Governing SharePoint • Using Word, Excel, PowerPoint • Extending with Excel Services, Visio Graphics, and Access • Office Web Apps 2013 integration • Workflows – Out-of-the-Box and designer 2013 workflows • Resources to support migration from SharePoint 2010 to SharePoint 2013 • SDLC process, SCRUM, etc. • Resource requirements • IT capabilities • Conceptual and functional considerations • Scope

Phase C: Information Systems Architecture Module SpecificationsPhase C – Describes the development of Information Systems Architecture for a project that includes the development of data and application architectures

Mentoring Topics • Review architectural building blocks/resources º Existing SharePoint hardware, software, frameworks º Consider SharePoint required and recommended software, hardware, and tools • Define Candidate Roadmap Components • Do we have the current IT resources to work on this initiative? º SharePoint administrators, developers, server resources º Train, hire consultants, outsource? • Gap Analysis – hardware, software, data, applications, data migration • Focus on the data and application architectures º SQL Server infrastructure and hardware º Existing SharePoint SQL Server databases? º Data migration requirements? º Development of data fields and data records º Most appropriate data pipeline and data source solution º Integration with other data sources? • Put together a SharePoint User Interface Matrix for all platforms º Intranets, team sites, extranets. º New UI or migrate existing • Plan to integrate solution into existing architectural building blocks. • Review Integration tools and features that will be the most efficient º 3rd party tools such as Metalogix • Finalize the Business Architecture • Diagrams: º Conceptual Data diagram º Logical Data diagram º Data Dissemination diagram º Data Lifecycle diagram º Data Security diagram º Data Migration diagram



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• Data Discovery Process: º Collect data-related models from existing Business Architecture and Application Architecture materials • Review existing databases and data content collections in existing SharePoint environment if applicable. º Account for data requirements and align with any existing enterprise data catalogs and models to allow for the development of a data inventory and entity relationship model º Update and develop matrices across the architecture by relating data to business services, business functions, access rights, and applications º Elaborate Data Architecture views by examining how data is created, distributed, migrated, secured, and archived

Deliverables • Draft Architecture Definition Document • Draft Architecture Requirements Specification • Data Architecture components of an Architecture Roadmap • Data and Application part of Technical Specifications

IT Perspective • Does this Application Architecture impact any pre-existing architectures? º Existing SharePoint environment º Existing SharePoint site collections º Existing SharePoint custom applications º Existing SharePoint 3rd party tools º Existing SharePoint databases • Have recent changes been made that impact the Application Architecture? • Are there any opportunities to re-use work from this Application Architecture in other areas of the organization? • Does this Application Architecture impact other projects (planned or in progress)? • Will this Application Architecture be impacted by other projects (planned or in progress)? • Data capabilities • Data sources, data objects, data dictionaries • Application inventory, application building blocks • Consider applications integration

SharePoint IT Perspective • Administering and Maintaining SharePoint º Management and Administration of existing SharePoint infrastructure • Migration considerations º Managing and maintaining SQL Server for SharePoint environment º Backing up and restoring a SharePoint environment º Migrating SharePoint • SharePoint Collaboration Components º Intranets, Extranets º Libraries and lists º Customizing and managing libraries for the business º Designing and managing pages and sites º Managing metadata and content types º Social network tools º Governing • Office Applications º Using Word, Excel, PowerPoint º Extending with Excel Services, Visio Graphics, and Access º Office Web Apps 2013 integration º Workflows – out-of-the-box and designer 2013 Workflows • Extending SharePoint with Custom Development and SharePoint Designer º Application development with SharePoint Designer 2013 and Visual Studio 2012 º Business intelligence in SharePoint 2013 with PerformancePoint Services

Deliverables • Draft Architecture Definition Document, containing content updates (see Section 7.5.1). • Draft Architecture Requirements Specification, including content updates (see Section 7.5.2) • Application Architecture components of an Architecture Roadmap


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Phase D: Technology Architecture Module SpecificationsPhase D - Describes the development of the Technology Architecture Mentoring Topics • Interoperability – software and hardware should conform to defined standards that promote interoperability for data, applications, and technology • Gap Analysis • Architectural building blocks • Focus on finalizing the host solution º Cloud, on-premise, or hybrid solution º Building the infrastructure for the appropriate hosting solution º Integrated hardware and software considerations • Conduct another Gap Analysis to make sure all proper building blocks are in place • Modelling process • Diagrams º Environments and Locations diagram º Platform Decomposition diagram º Processing diagram º Networked Computing/Hardware diagram º Communications Engineering diagram Deliverables • Draft Architecture Definition Document • Draft Architecture Requirements Specification • Technology Architecture components of an Architecture RoadmapSharePoint IT Perspective • Consider SharePoint Systems integration º New SharePoint installation and/or SharePoint migration to new versionConsidering Re-usable Architectural SharePoint Components • Planning for and Deploying SharePoint º Architecting a SharePoint 2013 deployment º Installing a simple SharePoint Server 2013 Farm º Advanced SharePoint 2013 installation and scalability º Migrating from SharePoint 2010 to SharePoint 2013 • Administering and Maintaining SharePoint º Managing and administering SharePoint 2013 infrastructure º Leveraging PowerShell for Command-Line SharePoint Administration and Automation º Leveraging and optimizing search in SharePoint 2013 º Managing and maintaining SQL Server in a SharePoint environment º Review sizing of database server farm and consider growth. º Storing BLOBs in SQL Server or file system º Backing up and restoring a SharePoint environment • Securing, Protecting, and Optimizing º Virtualizing SharePoint Components º Foundation Vs. SharePoint Server 2013 º Deploying SharePoint for Extranets and Alternative Authentication Scenarios º Implementing and Validating SharePoint Security º Integration and configuration with Email - Exchange Server Integration, LDAP (active directory), Microsoft Office º Safeguarding confidential data in SharePoint 2013


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Phase E: Opportunities and Solutions Module SpecificationsPhase E - Opportunities & Solutions conducts the initial implementation planning and the identification of delivery vehicles for the architecture defined in the previous phasesMentoring Topics • IT development team participation • Build vs. buy decisions made • Out-of-the-box vs. custom development decisions made • Resource considerations made: º 100% vendor º 50/50 vendor/in-house º 100% in-house • Software Development Life Cycle º Select appropriate development method (SCRUM, KANBAN, LEAN) • Programming methodology/design patterns • How does solution enhance the business vision? • Consolidate and reconcile interoperability requirements/systems integration • Mobile specific IDE’s and programming resources • Select SharePoint specific IDE’s and programming resources • Group these projects into work packages that will deliver the Target Architecture defined in the previous phases • Finalize Gap Analysis and determine how to reach final goal º Once again think of anything that has not been thought of up to this point that can impact the final solution • Assign an Internal Group for UI/User Experience feedback • Process: º Create an overall Implementation and Migration Strategy that will guide the implementation of the Target Architecture and structure any Transition Architectures. The first activity is to determine an overall strategic approach to implementing the solutions and/or exploiting opportunities. There are three basic approaches as follows: • Greenfield: A completely new implementation. • Revolutionary: A radical change (i.e., switch on, switch off ). • Evolutionary: A strategy of convergence, such as parallel running or a phased approach to introduce new capabilities.

º Next, determine an approach for the overall strategic direction that will address and mitigate the risks identified in the Consolidated Gaps, Solutions, and Dependencies matrix. The most common implementation methodologies are: • Quick win (snapshots) • Achievable targets • Value chain method (e.g., NASCIO8 methodology)

Deliverables • Architecture Vision, updated if necessary • Draft Architecture Definition Document, updated if necessary, including: º Transition Architectures (see Section 10.5.2), if any • Draft Architecture Requirements Specification, including: º Consolidated Gaps, Solutions, and Dependencies Assessment • Capability Assessment (see Section 3.5.2), including: º Business Capability Assessment º IT Capability Assessment • Architecture Roadmap, including: º Work package portfolio º Identification of Transition Architectures, if any º Implementation recommendations º Implementation and Migration Plan (outline) (see Section 10.5.1) • Final iteration for Business Requirements • Final iteration for Technical Specifications: Data, UI, business logic (MVC)

IT Perspective for SharePoint Development • Use gap analysis, capabilities, roadmap, architecture documents to determine º Suitable Development Frameworks º SDK tools • SharePoint Designer • Visual Studio • PowerShell º Enable business power users º Plan for licensing º Necessary purchases (tools, licenses)



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• SharePoint Out of the Box Technologies º Search º Workflows • Three-State workflow • Approval workflow • Collect feedback • Collect signatures • Disposition approval • Publishing approval º Lists º Document Libraries º Designing and managing pages and sites º Managing metadata and content types º Social network tools º Central administration for maintenance º Using Word, Excel, PowerPoint º Excel Services, Visio Graphics, and Access

• Customized Development (To Supplement Out-of-the-Box Features) º Apply custom development or purchase 3rd party tools to save development resources. • Examples of 3rd Party Tools: Nintex, Metalogix, Infowise

• Common SharePoint Customizations º Customize Business Intelligence in SharePoint 2013 with PerformancePoint Services • BI tools for data analytics • Digital dashboards • Reports for various audiences º Business Intelligence in SharePoint with Business Connectivity Services º Data integration with other enterprise data sources º Extend regular SharePoint forms • UI tabbed interfaces with tab-level permissions • UI advanced input validation • Electronic signatures for list items • Automatically pre-filled forms based on user identity

º Import data from emails or line-of-business applications º Automatically execute actions to create and update data within SharePoint and beyond • Perform actions when item is saved/created, deleted and checked out/checked in • Perform actions based on a timer º Create list data, lists and site via automated processes • Create, Update, and Delete list item or multiple list items in any list or site any site º Create business processes such as approvals and multi-stage input • Run workflow on one or more items in any list or document library º Run stored procedure in database of any type (MS-SQL, Oracle, OLE DB or ODBC) º Manage permissions of sites, lists, folders, attachments and items - break or restore permission inheritance, add or remove users, manage group memberships º Manage Active Directory - create and manage users and groups in Active Directory (SAM, AD DS and AD LDS) º Synchronous and asynchronous execution.



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Phase F: Migration Planning Module SpecificationsPhase F – Migration Planning addresses the formulation of a set of detailed sequence of transition architectures with a supporting Implementation and Migration Plan.

Mentoring Topics • Confirm management framework interactions for the Implementation and Migration Plan • Assign a business value to each work package • Estimate resource requirements, project timings, and availability/delivery vehicle • Prioritize the migration projects through the conduct of a cost/benefit assessment and risk validation • Confirm Architecture Roadmap and update Architecture Definition Document • Complete the Implementation and Migration Plan • Complete the architecture development cycle and document lessons learned

Deliverables • Implementation and Migration Plan • Finalized Architecture Definition Document • Finalized Architecture Requirements Specification • Finalized Architecture Roadmap • Re-Usable Architecture Building Blocks (ABBs) • Implementation Governance Model

SharePoint IT Perspective – Project Implementation • Full IT development team participation. • Allocation of work packages to project and portfolio • Use final architecture document and design documents to build solution. • Assign the appropriate resources that were covered in the previous phases • Do not gold plate. Stick to the plan! • Implement on premise, hybrid or cloud platforms • Implement development frameworks º SCRUM, Kanban, etc. • Implement planned out-of-the-box functionality • Implement planned custom development • Implement planned 3rd party solutions

• SDLC º Plan Work Packages and Assign Resources • Build SharePoint farm • Build SharePoint data objects – Web, Service Apps, Data • Build SharePoint data objects • Migrate data • Code custom business logic • Create sites (intranet, extranet, public facing) • Apply user interfaces – Enable mobile rendering • Implement specific SharePoint features – Search – Sites – Team sites – My sites – Document libraries – Lists – Workflows – Business intelligence – Storage – Social features • Test • Quality assurance • Deploy • Security º Network º Code º Data º Encryption º SharePoint specific • Deployment/Publish º Intranet, Extranet, public sites

Project and Portfolio Breakdown of Implementation • Allocation of work packages to project and portfolio • Capabilities delivered by projects • Milestones and timing • Work breakdown structure


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Phase G: Implementation Governance Module SpecificationsPhase G – Implementation Governance provides an architectural oversight of the implementation.Mentoring Topics • Confirm scope and priorities for deployment with development management • Identify deployment resources and skills • Guide development of solutions deployment • Perform enterprise Architecture Compliance Reviews • Implement business and IT operations • Perform post-implementation review and close the implementationDeliverables • Architecture Contract (signed) (see Section 11.5.1) • Compliance Assessments • Change Requests • Impact Analysis – Implementation Recommendations • Architecture-compliant solutions deployed, including: º The architecture-compliant implemented system º Populated Architecture Repository º Architecture compliance recommendations and dispensations º Recommendations on service delivery requirements º Recommendations on performance metrics º Service Level Agreements (SLAs) º Architecture Vision, updated post-implementation º Architecture Definition Document, updated post-implementation º Transition Architecture, updated post implementation º Business and IT operating models for the implemented solutionSharePoint IT Perspective • SharePoint Administration º Central Administration • Application management • System settings • Monitoring • Backup and restore • Security • General application settings • Apps • Configuration wizards

º Server Administration º Business UX/UI Administration º SQL Server database storage and backupso SQL storage and sizingo Power users and permissionso Contractso Licenseso Procuremento Training

Phase H: Architecture and Change Management Module SpecificationsPhase H – Architecture Change Management establishes procedures for managing change to the new architecture.

Mentoring Topics • Establish value realization process • Deploy monitoring tools • Manage risks • Provide analysis for architecture change management • Develop change requirements to meet performance targets • Manage governance process • Activate the process to implement change

Deliverables • Architecture updates (for maintenance changes) • Changes to Architecture Framework and principles (for maintenance changes) • New Request for Architecture Work, to initiate another cycle of the ADM (for major changes) • Statement of Architecture Work, updated if necessary • Architecture Contract, updated if necessary • Compliance Assessments, updated if necessary

IT Perspective • Incident Management • Change Management • Help Desk • Procedures



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About The Sage Group“Solutions that Empower your Workforce”

Mission StatementTo provide our clients with future-focused technology and business centric IT Mentoring & Training solutions, supporting their growth objectives in a partner based client-vendor relationship, leading to increased productivity, reduced overall costs and greater employee satisfaction and career growth.

HistoryThe Sage Group has successfully trained and mentored Telecommunications, Information Technology, and Business Transformation professionals for over twenty-five years by positioning itself at the forefront of educational/motivational innovation and sharing industry-specific expertise with eager learners from coast to coast.

Based in Brentwood, Tennessee, The Sage Group routinely broadens its services to address today’s most in-demand skills.

v Through the merger with APT College based in Carlsbad California, The Sage Group has broadened its catalog to include Associate Degree in Telecommunications Technology.

v Regional locations include: New York City, Farmingdale NY, Nashville TN, Burbank CA, and Carlsbad CA

Expertise • Project Directed Mentoring/Training Solutions for Information Technology, Telecommunications, and Business Transformation Professionals.

• Law Enforcement Mentoring and Training Solutions including: Drone Technology, Business Transformation/Project Management, IT Security, Mobile Applications, Predictive Policing, Social Media and Law Enforcement Potential Risks, Facial Recognition, and Augmented Reality Applications.

• Cable Industry Mentoring and Training Solutions including: Fiber Optics, Fusion Splicing, Wireless Technology, Information Technology, Project Management, Data Communications, and Mentor Ride-Along programs

• Vendor-Neutral Solutions

• All Facilitators are MVP certified (or equivalent experience), and possess a minium of 15 years real world consulting and teaching experience

• A Return on Investment Calculator (ROI) is utilized to demonstrate the benefits of our Project Directed Mentoring Solutions.

Project Directed Mentoring & Training Solutions

Phil Costanzo Phone 877-697-2434 x746

Fax [email protected]

thesagegrpmentoring.com

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