SharePoint Rapid Assessment Checklist

SharePoint Environment Assessment Checklist

SHAREPOINT ENVIRONMENT ASSESSMENT CHECKLIST

Item Response Customer Information Customer Name

Market Sector

Location Address

Point of Contact

Miscellaneous

Date: ________________________

Assessor: ____________________________________________________

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SharePoint Environment Assessment Checklist Item Customer Needs Short term/Immediate (1‐3 months)

Midterm (3‐12 months)

Long term (12‐24 months)

Specific Challenges

Response

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SharePoint Environment Assessment Checklist Item SharePoint General Information Number of SharePoint Farms

Physical location of farms

Purpose of each farm?

Testing farm? Mirror?

Development farm?

SharePoint Versions (2007, 2010, 2013)?

OS Versions (2008, 2008 R2, 2012, x64)?

Response

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SharePoint Environment Assessment Checklist Item Farm I Infrastructure Primary Purpose (portal, teamsite, repository, etc)

Typical uses (document storage, search, calendar, BI, portal, data/lists)

Server Location

Topology (WFE, App, DB)

Administration # Web Applications

# Collections

# Sites

Services (Search, Managed Metadata, Excel, Word, Secure Store, PerformancePoint, Visio, User Profiles)

Cross‐farm Services?

Total Size (GB) Security # Users (standard, power, admin)

Authentication Type (NTLM, Kerberos, Claims)?

Standard SharePoint security groups (read, contribute, designer, owner)?

Response

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SharePoint Environment Assessment Checklist Item

AD security groups incorporated into SP groups?

Customizations?(Masterpage, CSS, Theme, Webparts(sandbox, farm)) Backup/recovery Documented Verified Service Level Agreements created?

Recovery Level Objective (RLO) Recovery Time Objective (RTO) Recovery Point Objective (RPO) Stakeholders Identified/Involved?

Response

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SharePoint Environment Assessment Checklist Item Farm II Infrastructure Primary Purpose (portal, teamsite, repository, etc)

Typical uses (document storage, search, calendar, BI, portal, data/lists)

Server Location

Topology (WFE, App, DB)

Administration # Web Applications

# Collections

# Sites

Services (Search, Managed Metadata, Excel, Word, Secure Store, PerformancePoint, Visio, User Profiles)

Cross‐farm Services?

Total Size (GB) Security # Users (standard, power, admin)

Authentication Type (NTLM, Kerberos, Claims)?

Standard SharePoint security groups (read, contribute, designer, owner)?

Response

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SharePoint Environment Assessment Checklist Item AD security groups incorporated into SP groups?

Customizations?(Masterpage, CSS, Theme, Webparts(sandbox, farm)) Backup/recovery Documented Verified Service Level Agreements created?

Recovery Level Objective (RLO) Recovery Time Objective (RTO) Recovery Point Objective (RPO) Stakeholders Identified/Involved?

Response

NOTES:

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SharePoint Environment Assessment Checklist

REFERENCES • •

Planning Guide for Server farms and environments for Microsoft SharePoint Server 2010: http://www.microsoft.com/en‐us/download/details.aspx?id=21097.

Plan for server farms and environments (SharePoint Server 2010): http://technet.microsoft.com/en‐us/library/cc789337(v=office.14).aspx.

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