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Planning worksheets for SharePoint Server 2010

Published: May 12, 2010

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This article provides links to worksheets that you can use to record information that you gather and decisions that you make as you plan your deployment of Microsoft SharePoint Server 2010. Use these worksheets in conjunction with — not as a substitute for — Planning and architecture for SharePoint Server 2010.

Planning worksheets by task

For this task Use this worksheet To do this

Plan sites and site collections (SharePoint Server 2010)

Site planning data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167837)

Plan top-level site collections and sites, and record decisions about site themes and navigation.

Plan site navigation (SharePoint Server 2010)

Site planning data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167837)

Plan top-level site collections and sites, and record decisions about site themes and navigation.

Plan for using themes (SharePoint Server 2010)

Site planning data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167837)

Plan top-level site collections and sites, and record decisions about site themes and navigation.

Plan incoming e-mail (SharePoint Server 2010)

Plan incoming e-mail worksheet (http://go.microsoft.com/fwlink/p/?LinkId=200542)

Plan incoming e-mail to enable SharePoint sites to receive and store e-mail messages and attachments in lists and libraries.

Plan content deployment (SharePoint Server 2010)

Content deployment data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167835)

Plan the export and import servers in the farms in your content deployment topology, and to plan the content deployment paths and jobs.

Plan managed metadata (SharePoint Server 2010)

Term sets planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=163486)

Determine basic taxonomy, including term, usage, owner, and group.

Plan managed metadata (SharePoint Server 2010)

Detailed term set planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=163487)

Determine taxonomy, including detailed identifying characteristics such as measurements.

Plan managed metadata (SharePoint Server 2010)

Managed metadata services planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=164578)

Plan to share metadata information by using managed metadata services and connections.

Document management planning (SharePoint Server 2010)

Document management participants worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165871)

Identify document management planning stakeholders and record document management practices.

Document management planning (SharePoint Server 2010)

Analyze document usage worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165873)

Record information gathered when analyzing document usage.

Document management planning (SharePoint Server 2010)

Policy worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165883)

Plan information management policies for content types.

Records management planning (SharePoint Server 2010)

In-place records planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=185011)

Identify record types and content types to be stored in normal document libraries.

Plan for backup and recovery in SharePoint Server 2010

Backup and recovery planning workbook (http://go.microsoft.com/fwlink/p/?LinkID=184385)

Help you plan strategies for backup and recovery for a SharePoint Server 2010 environment.

Document management planning (SharePoint Server 2010)

Document management planning (SharePoint Server 2010)

Plan a content type.

Plan and prepare for upgrade (SharePoint Server 2010)

Upgrade worksheet (http://go.microsoft.com/fwlink/p/?LinkId=179928)

Record information about your environment while you prepare for upgrade.

Metadata-based routing and storage planning (SharePoint Server 2010)

Content Organizer settings worksheet (http://go.microsoft.com/fwlink/p/?LinkId=189018)

Determine and record how the content organizer settings in your site can be an effective part of your metadata-based content routing and storage solution.

Metadata-based routing and storage planning (SharePoint Server 2010)

Content Organizer rule worksheet (http://go.microsoft.com/fwlink/p/?LinkId=189019)

Plan rules that will be an effective part of your metadata-based routing and storage solution.

Audience and content targeting planning (SharePoint Server 2010)

Audience and content targeting worksheet (http://go.microsoft.com/fwlink/p/?LinkId=214814)

Plan for audience and content targeting.

Document management planning (SharePoint Server 2010)

Content type and workflow planning worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165878)

Plan how to integrate content types and workflows.

Planning worksheets by title

Use this worksheet For this task To do this

Audience and content targeting worksheet (http://go.microsoft.com/fwlink/p/?LinkId=214814)

Audience and content targeting planning (SharePoint Server 2010)

Plan for audience and content targeting.

Analyze document usage worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165873)

Document management planning (SharePoint Server 2010)

Record information gathered when analyzing document usage.

Backup and recovery planning workbook (http://go.microsoft.com/fwlink/p/?LinkID=184385)

Plan for backup and recovery in SharePoint Server 2010

Help you plan strategies for backup and recovery for a SharePoint Server 2010 environment.

Content deployment data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167835)

Plan content deployment (SharePoint Server 2010)

Plan the export and import servers in the farms in your content deployment topology, and to plan the content deployment paths and jobs.

Content Organizer rules worksheet (http://go.microsoft.com/fwlink/p/?LinkId=189019)

Metadata-based routing and storage planning (SharePoint Server 2010)

Plan rules that will be an effective part of your metadata-based routing and storage solution.

Content Organizer settings worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167835)

Metadata-based routing and storage planning (SharePoint Server 2010)

Determine and record how the content organizer settings in your site can be an effective part of your metadata-based content routing and storage solution.

Content type and workflow planning worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165878)

Document management planning (SharePoint Server 2010)

Plan how to integrate content types and workflows.

Detailed term set planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=163487)

Plan managed metadata (SharePoint Server 2010)

Determine taxonomy, including detailed identifying characteristics such as measurements.

Document management participants worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165871)

Document management planning (SharePoint Server 2010)

Identify document management planning stakeholders and record document management practices.

In-place records planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=185011)

Records management planning (SharePoint Server 2010)

Identify record types and content types to be stored in normal document libraries.

Managed metadata services planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=164578)

Plan managed metadata (SharePoint Server 2010)

Plan to share metadata information by using managed metadata services and connections.

Plan incoming e-mail worksheet (http://go.microsoft.com/fwlink/p/?LinkId=200542)

Plan incoming e-mail (SharePoint Server 2010)

Plan incoming e-mail to enable SharePoint sites to receive and store e-mail messages and attachments in lists and libraries.

Policy worksheet (http://go.microsoft.com/fwlink/p/?LinkID=165883)

Document management planning (SharePoint Server 2010)

Plan information management policies for content types.

Site planning data worksheet (http://go.microsoft.com/fwlink/p/?LinkID=167837)

Plan sites and site collections (SharePoint Server 2010)

Plan site navigation (SharePoint Server 2010)

Plan for using themes (SharePoint Server 2010)

Plan top-level site collections and sites, and record decisions about site themes and navigation.

Term sets planning worksheet(http://go.microsoft.com/fwlink/p/?LinkId=163486)

Plan managed metadata (SharePoint Server 2010)

Determine basic taxonomy, including term, usage, owner, and group.

Upgrade worksheet (http://go.microsoft.com/fwlink/p/?LinkId=179928)

Plan and prepare for upgrade (SharePoint Server 2010)

Record information about your environment while you prepare for upgrade.

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