SharePoint 2010 Deployment Assessment Questionnaires

If you are at the client deploying new SharePoint 2010 installation, use this questionnaire to install and configure the new SharePoint 2010 environment in the organization. This can be during pre-sales process to assess the client requirements and needs. I am planning to update this over time.

  • Basic Information
    • Do you have any existing SharePoint 2007 environment and planning to upgrade to the SharePoint 2010 environment?  If yes, please refer the SharePoint 2007 Upgrade and migration section. If no, are you planning to build new SharePoint 2010 farm?
    • What is the main purpose of the SharePoint 2010 environment? Intranet, Extranet, Document Management System, Digital Asset Management, , or Web Content Management
    • How many users are using the SharePoint 2010 environment? Internal vs. External Users.
    • What is average usage of the SharePoint 2010 environment? Light, Typical, Heavy, or Extreme
    • Do you have any compliance or regulatory needs to isolate the SharePoint Security and SharePoint Content? This would allow you to make single farm vs. multi-farm decisions.
    • Does your SharePoint environment support multi-lingual sites for international users?
    • Do we have any user adoption policy for SharePoint 2010 and end-user training plans?
    • Do we have any governance plans to support the ongoing growth of the SharePoint 2010 usage?
    • Do we have any wireless users accessing SharePoint environment? What are the mobility needs?
  • Feature Analysis
    • Do you plan to use the SharePoint Foundation 2010 or SharePoint 2010 Standard Edition or SharePoint 2010 Enterprise Edition?
    • Do you like to configure the Enterprise Search or High-end FAST search product?
    • Do you have any immediate needs of SharePoint 2010 Service Applications? User Profiles, Managed Metadata, Performance Point, Excel Services, Access Services, InfoPath Form Services, Office Web Applications, and Web Analytics Services
    • What are the needs for the basic social features of the SharePoint 2010 – My Sites, Newsfeed, Wikis, Blogs, Ratting, Tagging, Notes, and Bookmarks etc.? What are the needs for advanced social features of the SharePoint 2010 with NewsGator integration – social sites, micro-blogging, newsfeed, and onboarding etc.?
  • Server Infrastructure
    • Please provide your current Server, Desktop, and IT infrastructure standards
      • What version of Windows Server Infrastructure is used in your organization? Windows Server 2003, Windows Server 2008, or Windows Server 2008 R2? 32-bit or 64-bit?
      • What version of desktop operating system is used in the organization? Windows XP or Windows 7
      • What version of Office is currently used in the organization? Office 2007, Office 2010, or other
      • What version of browser is supported by the SharePoint 2010 environment? Internet Explorer 7, Internet Explorer 8, Internet Explorer 9, Mozilla Firefox, Google Chrome
      • Is your SharePoint environment will be deployed on physical servers or virtual servers? If yes, please provide details about preferred virtualization technologies.
      • Is your SharePoint environment accessible from outside of the network? Have you configured any extranet technologies? E.g. UAG
      • Do you have a dedicated Active Directory, Windows Infrastructure, Virtualization, and SQL Server teams?
    • Do you meet following server infrastructure pre-requisites?
      • SharePoint and SQL Server Hardware Requirements – 64bit processor
      • SharePoint Foundation 2010 and SharePoint 2010 are available only as 64bit. It requires 64-bit architecture from top to bottom – 64bit Hardware, 64bit Windows OS, 64bit SQL server, and 64bit SharePoint Server Software. There is no 32-bit version of SharePoint 2010 Products.
      • Windows Server Requirements
        • Windows Server 2008 R2
        • 64-bit edition of Windows Server 2008 Standard with SP2
      • Development Desktops
        • 64-bit edition of Windows 7
        • 64-bit edition of Windows Vista with SP1
      • Database Requirements
        • Microsoft SQL Server 2008 R2
        • 64-bit edition of Microsoft SQL Server 2008 with SP1 and CU2
        • 64-bit edition of Microsoft SQL Server 2005 with SP3 and CU3
      • Browser Support
        • Level 1 – Internet Explorer 7, Internet Explorer 8 (32-bit), Mozilla Firefox 3.5
      • Additional Support
        • Microsoft SQL Server 2008 R2 to work with Power Pivot workbooks
        • Microsoft SQL Server 2008 R2 Reporting Services Add-in for SharePoint Technologies (SSRS) to use Access Services for SharePoint Server 2010
        • Microsoft Server Speech Platform to make phonetic name matching work correctly for SharePoint Search 2010
    • How would you like to configure advanced SharePoint needs?
      • What are your needs for high availability, disaster recovery, backup and restore, and redundancy? Do you have any preferred backup and disaster recovery software? Are you planning to use the OOB SharePoint backup and restore methodologies or use the Microsoft Data Protection Manager?
      • Are you planning to configure and implement SharePoint environment for international users? How are you planning to deploy the SharePoint topology – Geographic topology or Centralized Farm? Are your users will be connected via LAN or WAN to access SharePoint environment?
      • Do you have contact number for your Microsoft representative for licensing discussion?
  • Security
    • Are all your users access the SharePoint 2010 content using their active directory accounts or via multiple authentication systems?
    • Are you planning to have least-privileged SharePoint 2010 installation and configured environment?
    • What are your server anti-virus standards for the Windows Server infrastructure? E.g. MacAfee
    • What are your SharePoint Antivirus needs for SharePoint environment to scan the uploaded documents? E.g. Forefront Antivirus for SharePoint
    • What is your server security updates and patches schedule? Do you install only critical updates? Do you allow automatic updates? Do you test or evaluate the windows update before patching up the production servers?
    • What are your standards for the SharePoint Service Accounts? What are your domain accounts AD password policies? Do you need service accounts configured with automatic password?
  • Monitoring
    • What are your plans to monitor the SharePoint and SQL Server environment? If yes, what technology you prefer?
    • Does your organization use the SCOM and System Center? Are you planning to use SQL and SharePoint Management Pack?
  • Integration
    • Do you have any incoming or outgoing email configured? Can you please provide us the SMTP server and Exchange email-relay configuration?
    • Is your SharePoint environment is integrated with any other Microsoft or Non-Microsoft technologies
      • Microsoft Dynamics CRM
      • SQL Server Reporting Services
      • Lotus Notes
      • SAP
      • OCS or LYNC
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