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Welcome to the Nebraska SharePoint User Group

Welcome to the Nebraska SharePoint User Group October 9 th , 2008 SharePoint Governance Corey Erkes – Inetium Agenda Introductions Governance – Part 1 Break Governance – Part 2 Q & A and Drawing User Group Goal / Objectives

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Welcome to the Nebraska SharePoint User Group

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  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

  6. Upcoming Schedule Next Meeting November 3rd 9:00 AM to 11:00 AM Topic: TBD Check www.sharepointne.com for updates! Ongoing Schedule 1st Wednesday of every month 9:00 to 11:00 am Microsoft Office

  7. Conferences • Heartland Developer’s Conference – October 15–17, 2008 • http://heartlanddc.com/OmahaOmaha, NE • PDC 2008 – October 27-30, 2008http://microsoftpdc.comLos Angeles, CA • SharePoint Connections – November 10-13, 2008http://www.devconnections.com/shows/FALL2008SPLas Vegas, NV

  8. 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

  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/SDPS/FAQ.htm#q1

  10. SharePoint 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 (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.

  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

  13. What Contributes to a Chaotic Deployment • Site Proliferation with no Plan (Self Service Site Creation) • 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

  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

  15. Enterprise 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 • 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

  17. 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

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

  24. 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

  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/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

  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

  36. Q & A

  37. Thanks for coming!

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