Transcript SharePoint Governance

RJB Technical Consulting
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Microsoft Office SharePoint Server 2007
Governance
Russ Basiura
RJB Technical Consulting
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[email protected]
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RJB Technical Consulting
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What is ‘Governance’ ?
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TechNet:
Governance is the set of roles, responsibilities, and processes that you put
in place in an enterprise to guide the development and use of a solution
based on SharePoint Products and Technologies.
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Robert Bogue:
Governance is managing the deployment of information technologies.
Managing, like project management, is concerned with the risks, the
costs, and the usefulness of the solution once it has been created. Thus
when we define governance we are attempting to manage risk, cost, and
adoption
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Governance…
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This isn’t rocket science
SharePoint is both broad and deep: There are a LOT of details to consider
A lot of governance is common knowledge
What does it mean to bring SharePoint into the environment
• Who will support it?
• What is technology impact?
Adoption – more than just an afterthought
• Plan for it
• Get acceptance and feedback from users
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What Contributes to a Chaotic Deployment
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Site Proliferation with no Plan
Server Proliferation – IT doesn’t meet needs of dept.
No Quotas, No Blocked File Types, No Policies
Unreliable Service (No SLAs) memory leaks from bad untested, unsupported
code
• Unreliable support
• No strategy, no training
• Lack of Growth & Usage Reporting
No Communication
No security audits or security policies (information leaks)
No life cycle management or cleanup
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What Contributes to a Successful Deployment
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CXO sponsored strategy (stakeholder buy in)
Well Communicated Strategy & Service Offering
Consolidated Well Managed Server Farms
Consistency, Standards, Branding, Usage Policies
Security Policies and Enforcement, Information Management Policies
Easy to use and powerful Search
On Demand/Accessible Training and Support
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Search
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What do users search for today? How do they search today?
Integrate information architecture with search planning
Best Bets, highlighting, etc…
3rd party tools: Search ‘rating’
Consolidated search page – Search Center
Search scoping, tabs, results (design and configuration)
Surface information beyond SharePoint content (BDC, other…)
Potential for staffing – managing crawling, scopes, results tuning, etc
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Taxonomy & Navigation
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Consistency throughout site (navigational elements)
SharePoint knowledge required in order to understand relationship between
the various objects (site collections, webs, lists, etc…)
Alignment with information architecture – search scoping
Branding considerations – using themes and custom master pages to help
identify location within a portal
Provide an overall picture – site map – to communicate the big picture to
users
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Education & Training
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Plan as part of time and budget for implementation and adoption
User Training and resources
Help desk training
Administrator training (site administrators)
IT Pro training
Developer training
Internal user groups, lab sessions, support sites
Local resources – training partners, user groups, etc…
Identify and communicate best practices
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Operational Concerns
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Monitoring
Scheduled maintenance windows
Disaster recovery
Service Level Agreements (SLAs)
Quotas
Reporting
Database management
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Testing & Provisioning
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Content owners and editors – test the process and outcome
User testing
• Navigation
• Search
Feedback method
Repeatable test plans
Lifecycles and processes
Security guidelines
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Infrastructure
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Interaction with other/existing systems and infrastructure
• E-mail / Exchange / Messaging
• Active Directory
• Firewalls
• DNS
• Load balancing (MS, F5, etc…)
• Clustering
• Database
Environments: Development, Stage/Test, Production
Hardware and topology
Backup and recovery*
Infrastructure
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Development & Configuration
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Identify tools allowed
Site definitions and templates, list templates
Source code and build control
Support
Standards and best practices
Branding, themes, master page and layout page development
• Consistency with existing corporate branding
Data View Web Parts
Ghosting
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Project & Operational Management
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Communication planning: who, what, when, how, etc…
Deployment process
Change Management
Service Level Agreements (SLAs)
Roles and Responsibilities
Charge back service?
Sponsorship of implementation
Platform ownership
Best practices ownership
Ad hoc usage vs. managed/structured usage
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Information Architecture
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Consistent understanding of the information architecture – how information is
organized and presented to users
Product knowledge to apply the information architecture to the SharePoint
tool
Site maps
Wireframes and storyboards
Content types
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References
• Robert Bogue Blog Articles
Part 1:
http://www.intranetjournal.com/articles/200611/ij_11_27_06a.html
Part 2:
http://www.intranetjournal.com/articles/200611/ij_11_29_06a.html
• SharePoint Governance Checklist Guide
http://go.microsoft.com/fwlink/?linkid=91896&clcid=0x409
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References
• CodePlex – SharePoint Governance and Manageability site
http://www.codeplex.com/governance
• Joel - SharePoint Governance topics
http://blogs.msdn.com/joelo/archive/tags/Governance/default.aspx
• TechNet
http://technet.microsoft.com/en-us/sharepointserver/bb507202.aspx
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Thanks for coming to our
PhillySharePoint Day!!
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