SharePoint Environment Assessment Checklist
SHAREPOINT ENVIRONMENT ASSESSMENT CHECKLIST Item Response Customer Information Customer Name Market Sector Location Address Point of Contact Miscellaneous Date: ________________________ Assessor: ____________________________________________________
Page 1 of 8
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
Page 2 of 8
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
Page 3 of 8
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
Page 4 of 8
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
Page 5 of 8
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
Page 6 of 8
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:
Page 7 of 8
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.
Page 8 of 8