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Welcome to the Minnesota SharePoint User Group. September 10 th , 2008 SharePoint Governance - Redux. Wes Preston – Inetium. http://www.sharepointmn.com. Agenda. Introductions Governance – Part 1 Break Governance – Part 2 Q & A and Drawings !!. http://www.sharepointmn.com.

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  1. Welcome to the Minnesota SharePoint User Group September 10th, 2008 SharePoint Governance - Redux Wes Preston – Inetium http://www.sharepointmn.com

  2. Agenda • Introductions • Governance – Part 1 • Break • Governance – Part 2 • Q & A and Drawings !! http://www.sharepointmn.com

  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 http://www.sharepointmn.com

  4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint New Horizons – Minnesota (www.newhorizonsmn.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) http://www.sharepointmn.com

  5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointmn.com http://www.sharepointmn.com

  6. Upcoming Schedule Next Meeting Oct 8th 9:00 AM to 11:30 AM Topic: TBD Check www.sharepointmn.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office *New* - Once per quarter we’ll do the Panel Discussion http://www.sharepointmn.com

  7. Conferences • PDC 2008 – October 27-30, 2008http://microsoftpdc.comLos Angeles, CA • SharePoint Connections – November 10-13, 2008http://www.devconnections.com/shows/FALL2008SPLas Vegas, NV http://www.sharepointmn.com

  8. Other Events Minnesota Silverlight User GroupSharePoint + Silverlight presentationTuesday, September 16th12:00pm – 2:00pmMicrosoft Bloomington – see website for details:http://www.ilmservice.com/silverlight Minneapolis Office Developer Interest GroupPanel DiscussionTuesday, September 23rd 5:30 PMUnited Properties Learning Center – see website for details:http://www.sharepointmn.com/MODIG SharePoint Server 2007 – Search Deep Dive Wednesday, October 1st 8:30 AM – 11:30 AMNew Horizons Edina – see website for details:http://www.nhmn.com/resources/events.aspx http://www.sharepointmn.com

  9. Announcements Updated SDKs for the Infrastructure Updates for MOSS and WSSDownload links, details, and instructions available at:http://blogs.msdn.com/sharepoint/archive/2008/08/29/just-published-wss-3-0-and-moss-2007-sdk-1-4-download-and-online-msdn-library.aspx SharePoint Best Practices SeriesDetails on the SharePoint Team Blog at:http://blogs.msdn.com/sharepoint/archive/2008/08/29/announcing-the-sharepoint-best-practices-series.aspx Virtualization Support by MSDetails on the SharePoint Team Blog at:http://blogs.msdn.com/sharepoint/archive/2008/08/18/update-on-virtualization-support-for-sharepoint-products-and-technologies.aspx http://www.sharepointmn.com

  10. SharePoint Governance Governance

  11. 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: • 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 Governance

  12. Governance… • 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 Governance

  13. What Contributes to a Chaotic Deployment • 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 Governance

  14. 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 Governance

  15. Enterprise Search Search

  16. 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, geography • 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 Search

  17. Taxonomy & Navigation 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 Taxonomy & Navigation

  19. Education & Training 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 Education & Training

  21. Break 5 – 10 minutes

  22. Operational Concerns Operational Concerns

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

  24. Testing & Provisioning Testing & Provisioning

  25. 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 Testing & Provisioning

  26. Infrastructure 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 Infrastructure

  28. Development & Configuration 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 Development & Configuration

  30. Project & Operational Management 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 • Charge back service? • Sponsorship of implementation • Platform ownership • Best practices ownership • Ad hoc usage vs. managed/structured usage Project & Operational Management

  32. Information Architecture 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 Information Architecture

  34. References • Governance Resource Center for SharePoint 2007http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx • Joel Oleson (new blog)http://www.sharepointjoel.com/ • 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/?linkid=92333&clcid=0x409 • Microsoft Office SharePoint Portal Server deployment – Project templatehttp://office.microsoft.com/en-us/templates/TC011307771033.aspx http://www.sharepointmn.com

  35. References • Robert Bogue Blog Articles: http://www.thorprojects.com/blog/Part 1: http://www.intranetjournal.com/articles/200611/ij_11_27_06a.htmlPart 2: http://www.intranetjournal.com/articles/200611/ij_11_29_06a.htmlSlide Deck for Bogue presentation:http://thorprojects.com/Files/SharePointGovernance080820.pdf • The older: SharePoint Governance Checklist Guidehttp://office.microsoft.com/download/afile.aspx?AssetID=AM102306291033 • The newer: SharePoint Deployment Guide and Checklistshttp://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033 http://www.sharepointmn.com

  36. Q & A http://www.sharepointmn.com

  37. Thanks to Bill English and Microsoft Press for copies of their new book!(available on Amazon) http://www.sharepointmn.com

  38. Thanks for coming! http://www.sharepointmn.com

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