Software Assurance Planning Services

SharePoint
Pre-Engagement
Questionnaire

SharePoint Planning Services Pre-Engagement

Questionnaire

Table of Contents

Overview................................................................................................................................. 1
Project Participants............................................................................................................. 1
All Engagements..................................................................................................................... 2
5, 10 and 15 Day Engagements.............................................................................................. 4
Proof of Concept Lab Facility Requirements.............................................................................7
Lab Server Hardware.......................................................................................................... 7
Proof of Concept User State Information.............................................................................8

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SharePoint Planning Services Engagement Delivery

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Overview
This document helps to provide the consultant that will be performing one of the SharePoint Deployment Planning
Service (SDPS) sessions a better understanding of the customers environment. The process begins by working with
the customer to review the tables below and fill in the requested information as best possible to ensure the scope is
properly identified.
This document also addresses the requirements, such as hardware, source media, and product keys to ensure that any
Proof of Concept portions of the typical five and ten day engagements are successfully completed within the rather
short timeframes that SDPS engagements provide.
Please be sure the hardware and software requirements are thoroughly understood to assure a successful
engagement.
Any and all of the questions in the following sections can be used in a pre-engagement questionnaire. They have been
organized here based on recommended questions for particular engagement lengths.

Project Participants
The following table (which contains an example entry) provides contact information for the representatives of the
business units that will be involved in the engagement.

Name
Chris Jones

Team
Office Support

Role
Manager

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E-mail address
someone@example.co
m

Phone number
123-456-7890

SharePoint Planning Services Engagement Delivery

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All Engagements
The following questions should be asked for all engagements.

Company Characteristics

Value

Customer Identification:
Customer Name
Customer Work Location
(address, special instructions, etc.)
Primary Contact(s) (name, email, phone, etc.)
Business Goals:
In general terms, what are your (the customer)
expectations from this SDPS engagement?
Is there a specific capability area you would like to focus
on?
(ECM, WCM, Social, BI, Search, Apps, Upgrade)
Is the focus of this engagement related to a particular
project or initiative within your organization? If so, please
give details, key stakeholders and any other departments or
initiatives this project touches or influences.
What is the Business Unit we are focusing on?
(e.g. Retail Division of ___ Inc., Department of Revenue for
the State of ___, etc.)
What are the 3-5 Strategic Goals of this Unit?
What are the major issues/problems blocking the
attainment of these goals?
Are the stakeholders for this project identified and onboard?
User Community Readiness
Indicate percent of users covered by readiness type:
In Person Instruction (%):
eLearning/Virtual (%):
Self-Paced/Self Study (%):
On the Job (%):
Other (define) (%):
Testing and Mitigation Procedures
Do you currently have a User Acceptance process (Yes/No):
Do you have a quality assurance (QA) Department or

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SharePoint Planning Services Engagement Delivery

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process (Yes/No):
Do you have a Testing Lab setup (Yes / No):

Client Technology Infrastructure

Value

Desktop Software
What version of the Office System do you have in place?
(i.e. 2003, 2007, 2010, 2013)
What version of Windows do you have in place?
(i.e. Windows 8, Windows 7, Vista, XP, 2000)
Which Web browsers and versions are supported in your
environment?
(i.e. Internet Explorer 7, Internet Explorer 8, Internet Explorer 9,
Internet Explorer 10, Safari, Firefox, etc.)
Describe your user type distribution
Percentage MOBILE users (% & types)
Percentage OFFICE users (%)
Percentage HOME users (%)
Percentage OTHER users (describe) (%)
Percentage of workstations that are:
Percentage Desktops (%)
Percentage Laptop (%)
Percentage Virtual desktop infrastructure (VDI) (%)
Percentage Terminal Services (%)
Percentage SmartPhones (% & types)
Percentage Tablets/Slates (% & types)
Application Demographics:
Number of Known Application Companywide (#):
Number of supported Critical application (#):

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Proof of Concept Engagements
The following questions may be reserved for Proof of Concept engagements, depending on your knowledge of the
client.

Technology Infrastructure

Value

Server Platforms
What server architecture is currently supported in
your organization? (i.e., 32-bit, 64-bit, other)
What server operating systems are used in your
organization?
(i.e. Windows 2000 Server, Windows Server 2005,
Windows Server 2008, Windows Server 2012.
Include service pack levels)
What databases are used in your organization?
(i.e. Microsoft SQL Server 2000, 2005, 2008, 2012,
other database engine. Include service pack levels)
Network Infrastructure
Which of the following network architectures most
close reflects your environment?

Number of geographic sites:

Number of geographic sites with more than {xx}
users:
(e.g. xx should be specified according to what
constitutes a large site for this organization)
Link speeds / utilization between central and
remote sites (if applicable):
(this will require additional organization specific site
breakdown details)
Directory and Security
Which directory services are used in your
organization?
(i.e. Active Directory, Novell, LDAP, etc.)
Do you have any specific security requirements in
your organization?
(i.e. NTLM, Claims, Kerberos, Forms-based
Authentication)

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Other Technical Information

Value

Workloads
Are you currently using product(s) that provide
enterprise content management capabilities? If so,
please list.
Are you currently using product(s) that provide web
content management capabilities? If so, please list.
Are you currently using product(s) that provide
enterprise social media, community or social
networking capabilities? If so, please list.
Are you currently using product(s) that provide
business intelligence capabilities? If so, please list.
Are you currently using product(s) that provide ediscovery capabilities? If so, please list.
Are you currently using product(s) that provide
mobile computing capabilities? If so, please list.
Are you currently using product(s) that provide
enterprise search capabilities? If so, please list.
Web Environment
Are you currently using SharePoint in your
Organization? If so, in what capacity is it being
used?
(Team sites, collaboration, forms; we have it
deployed but are only using it for etc.)
Which of the following do you have:
(Indicate Yes/No for each)

Which Web server solutions do you use to server

each of these (i.e. SharePoint, IIS, Apache, others)

Internet sites
Intranet sites
Extranet sites

Internet:
Intranet:
Extranet:

Do you use database backend functionality on your

Web sites? If yes, which DBMSs are used for each?
(i.e. SQL Server 2008, SQL Server 2012, Oracle,
MySQL, etc.)
Do you include search capabilities on your sites? If
yes, which search engine(s) do you use for each?

Internet:
Intranet:
Extranet:
Internet:
Intranet:
Extranet:

If you have an Internet site, does this include any

elements of eCommerce?
Describe eCommerce components.

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Other Technical Information

Value

Other Technology
Other technologies or platforms requiring
consideration:
Business Environment
Which languages are in business use in your
organization?
What products and Client Access Licenses (CALs)
are covered in your license agreement with
Microsoft?
Does your organization have any Regulatory
Requirements with which the engagement should
adhere?
(HIPA, Sarbanes Oxley, FISMA, etc.)
Does your organization have any Operational
Standards with which the engagement should
adhere?
(OSI compliance, ISO Compliance, ITIL Operations
Model, etc.)
Engagement with POC
Have you identified server and client platforms to
be accommodated during the POC phase of this
engagement?
(Please include the specification for the system to
support the SharePoint 2013 virtual machines)
Name the features that you are keen to explore in a 1Search
POC environment:
2Social Media
3Micro-blogging
4Communities
5Sites
6E-Discovery
7Mobile
8Content Management
9Business Intelligence
10 Composites and LOB integration with BCS
11 Not sure

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Proof of Concept Lab Facility Requirements
A SharePoint Deployment Planning Services can include labs to provide a showcase environment in which will you to
experience the technology in action. The following details the information and software and hardware that will be
required for the lab environment. If the resources are not available the labs will be presented as a demonstration
session.
To ensure that the lab environment is successful, the following facility elements will need to be in place and ready to
use prior to the SharePoint Deployment Planning Services project start date:

The designated lab environment requires enough physical space for four people to work comfortably and
should include desk space and seating for this number of people.

The designated lab environment requires 20 power output sockets and power load support for five servers
(and monitors, if no KVM), and other computer devices including laptops and/or workstations.

The designated lab environment requires bench test space for two client machines (a combination of laptop
and desktop client machines) in a location where one server will be positioned.

The designated lab environment requires an area of whiteboard space.

In addition to these hard requirements, it would be beneficial if the following could also be provided in the designated
lab environment:

Audio/visual presentation equipment

Flipchart and pens
Telephone facilities with fixed internal extension number(s)

Lab Server Hardware

As part of the lab setup, sufficient hardware is required to host virtual servers to perform the roles of the SharePoint
2013 WFE, Application, Search, Office Web Application and database services as may be required for the desired
POC.
Please specify the type of hardware to be provided, including configuration information, in order to judge suitability for
the SDPS POC.

Server hardware make / model

Processors

RAM

HDD

WFE Server
App Server
Search Server
Office Web App
Server
SQL Server

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Proof of Concept User State Information
To facilitate the backup / restoration of user state (application settings, local data) a suitable example of user state
must be provided. This can be provided as part of the legacy organization SOE image. To ensure all appropriate
settings are backed up it will be necessary to nominate exactly which applications require user state backed up and
which settings they are. It will also be necessary to provide details of files / folders requiring backup.
A way of capturing this information ready for analysis is to export the registry from an example workstation that has
the desired settings already configured. The copy of the registry should be provided for analysis by the delivery
consultant.
Please provide details of these settings, if available, or complete this table as part of the SDPS process.

Application or Data Name

(e.g. Microsoft Word workgroup
templates)

Workstation 1

(e.g. c:\MyData)

Workstation 2

Workstation
3

(e.g. All *.MYS documents)

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