SharePoint Governance

1
Welcome to the Nebraska SharePoint User Group
October 9th, 2008 SharePoint Governance
Corey Erkes Inetium
2
Agenda

• Introductions
• Governance Part 1
• Break
• Governance Part 2
• Q A and Drawing

3
User Group Goal / Objectives

• Develop and support a local community focused on
  Microsoft SharePoint Technologies
• Educate user group members about SharePoint
  Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions

4
Introductions NESPUG Sponsors

• Inetium (www.inetium.com)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
• Microsoft (www.microsoft.com)

5
www.sharepointne.com

• Website for user group
• SharePoint resource documents
• SharePoint resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations

www.sharepointne.com
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Upcoming Schedule

• Next Meeting
• November 3rd 900 AM to 1100 AM
• Topic TBD
• Check www.sharepointne.com for updates!
• Ongoing Schedule
• 1st Wednesday of every month
• 900 to 1100 am
• Microsoft Office

7
Conferences

• Heartland Developers Conference October 1517,
  2008
• http//heartlanddc.com/OmahaOmaha, NE
• PDC 2008 October 27-30, 2008
  http//microsoftpdc.comLos Angeles, CA
• SharePoint Connections November 10-13, 2008
  http//www.devconnections.com/shows/FALL2008SPLas
  Vegas, NV

8
Announcements

• Updated SDKs for the Infrastructure Updates for
  MOSS and WSSDownload links, details, and
  instructions available athttp//blogs.msdn.com/s
  harepoint/archive/2008/08/29/just-published-wss-3-
  0-and-moss-2007-sdk-1-4-download-and-online-msdn-l
  ibrary.aspx
• SharePoint Best Practices SeriesDetails on the
  SharePoint Team Blog athttp//blogs.msdn.com/sha
  repoint/archive/2008/08/29/announcing-the-sharepoi
  nt-best-practices-series.aspx
• Virtualization Support by MSDetails on the
  SharePoint Team Blog athttp//blogs.msdn.com/sha
  repoint/archive/2008/08/18/update-on-virtualizatio
  n-support-for-sharepoint-products-and-technologies
  .aspx

9
SharePoint Deployment Planning Services

• Software Assurance (SA) benefit , which is a
  pre-defined paid service offering delivered by
  partners to plan an effective SharePoint
  deployment.
• This service offers a 1, 3, 5, 10 or 15 day
  deployment planning service based on your
  individual software assurance benefit level. 
• Customers have to work with a pre-qualified
  Microsoft partner to develop a customized
  SharePoint Portal Server deployment plan for
  their specific environment.
• SDPS helps minimize the cost of up-front partner
  investment.
• https//iwsolve.partners.extranet.microsoft.com/SD
  PS/FAQ.htmq1

10
SharePoint Governance
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What is Governance ?

• 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.
• Robert Bogue (SharePoint MVP)
• 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

• This isnt 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

• Site Proliferation with no Plan (Self Service
  Site Creation)
• Server Proliferation IT doesnt 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

• 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

15
Enterprise Search
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Search

• What do users search for today? How do they
  search today?
• What search functionality is available to you?
• WSS, MOSS, Search Server, Express, FAST
• Integrate information architecture with search
  planning Managed Properties
• Search strategy, taxonomy
• Best Bets, highlighting, thesaurus, noise, etc
• People Search
• 3rd party tools Search rating, wildcard
  search
• Consolidated search page Search Center
• Search scoping, tabs, results (design and
  configuration)
• Surface information beyond SharePoint content
  (File shares, BDC, other)
• Federated Search functionality
• Potential for staffing managing crawling,
  scopes, results tuning, etc

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Taxonomy Navigation
18
Taxonomy Navigation

• Consistency throughout site (navigational
  elements)
• What types of site collections and webs are being
  used?
• 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

19
Education Training
20
Education Training

• Plan as part of time and budget for
  implementation and adoption
• User Training and resources
• Help desk training, knowledge articles, etc
• 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
• Office SharePoint Server 2007 Training
  Stand-alone and Portal editions

21
Break
22
Operational Concerns
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Operational Concerns

• Service Level Agreements (SLAs)
• Communication with users / clients
• Staffing
• Monitoring
• Scheduled maintenance windows
• Disaster recovery
• Quotas
• Reporting
• Database management

24
Testing Provisioning
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Testing Provisioning

• Content owners and editors test the process and
  outcome
• User testing
• Navigation
• Search
• Feedback method
• Repeatable test plans
• Lifecycles and processes
• Security guidelines

26
Infrastructure
27
Infrastructure

• Interaction with other/existing systems and
  infrastructure
• E-mail / Exchange / Messaging
• Active Directory
• Firewalls
• DNS
• Load balancing (MS, F5, etc)
• Clustering
• Database
• SAN / Disk
• Environments Development, Stage/Test, Production
• Hardware and topology
• Backup and recovery

28
Development Configuration
29
Development Configuration

• Identify tools allowed
• SharePoint Designer
• PowerShell
• Site definitions and templates, list templates
• Source code and build control
• Support
• Standards and best practices
• Features and Solutions
• Branding, themes, master page and layout page
  development
• Consistency with existing corporate branding
• Data View Web Parts
• Ghosting / Customizing

30
Project Operational Management
31
Project Operational Management

• Communication planning who, what, when, how,
  etc
• Deployment process
• Change Management
• Service Level Agreements (SLAs)
• Roles and Responsibilities
• Sponsorship of implementation
• Platform ownership
• Best practices ownership
• Ad hoc usage vs. managed/structured usage

32
Information Architecture
33
Information Architecture

• 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

34
References

• Governance Resource Center for SharePoint
  2007http//technet.microsoft.com/en-us/office/sha
  repointserver/bb507202.aspx
• Joel Oleson (new blog)http//www.sharepointjoel.c
  om/
• CodePlex links http//www.codeplex.com
• SharePoint Governance and Manageability
  CodePlexhttp//www.codeplex.com/governance
• SharePoint Gear Uphttp//sharepoint.microsoft.com
  /gearup/Pages/default.aspx
• SharePoint Products and Technologies Governance
  Planhttp//go.microsoft.com/fwlink/?linkid92333
  clcid0x409
• Microsoft Office SharePoint Portal Server
  deployment Project templatehttp//office.micros
  oft.com/en-us/templates/TC011307771033.aspx

35
References

• Robert Bogue Blog Articles http//www.thorproject
  s.com/blog/ Part 1 http//www.intranetjournal.co
  m/articles/200611/ij_11_27_06a.html Part 2
  http//www.intranetjournal.com/articles/200611/ij_
  11_29_06a.htmlSlide Deck for Bogue
  presentationhttp//thorprojects.com/Files/ShareP
  ointGovernance080820.pdf
• The older SharePoint Governance Checklist
  Guidehttp//office.microsoft.com/download/afile.a
  spx?AssetIDAM102306291033
• The newer SharePoint Deployment Guide and
  Checklistshttp//office.microsoft.com/download/af
  ile.aspx?AssetIDAM102552101033

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Q A
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Thanks for coming!