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Governance or How to Tame SharePoint 2010

Governance or How to Tame SharePoint 2010. January 31 2012. Matt Tinkler CO-FOUNDER AND CIO. Tyler Bithell Chief Technical Architect PORTALS. Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support.

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Governance or How to Tame SharePoint 2010

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  1. Governanceor How to Tame SharePoint 2010 January 31 2012

  2. Matt Tinkler CO-FOUNDER AND CIO Tyler Bithell Chief Technical Architect PORTALS

  3. Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Sites Composites Communities PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Insights Content Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Search Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

  4. What is Governance? • Governance is an ever evolving process by which SharePoint Owners and Users can insure that they get the most out of their SharePoint Environment. • A Governance Plan is a detailed usage and management tool that, if implemented properly, will help organizations maximize ROI.

  5. WHY GOVERNANCE? Prevent Sprawl Improve user adoption Organize data Protect sensitive data Save bandwidth Sleep at night

  6. Components of Governance People Policies Processes Technology

  7. 5SharePoint Roles INFRASTRUCTURE EXPERT – Farm setup, Installation, Backup, Monitor, SSO GRAPHIC DESIGNER – Custom Theme, Masterpage design, CSS, Style guide, image library BA CONFIGURATOR – UX, Taxonomy\Template design, build-out DEVELOPER – Web services, Custom Web parts, Legacy system integration, JQuery TRAINER – Admin & End User training, group & webinar

  8. People

  9. Barebones Governance • Basic Taxonomy (sitemap): Project sites never part of navigation • Simple Sizing: 50 MB to 500 MB per user • Groups in AD for SharePoint Security • Only Site Owners (or IT) provision new sites • Backups (minimum weekly) • Minimal Training

  10. Enterprise Governance Plan • A living document that outlines and defines: • Organizational vision and goals for the SharePoint Portal • Guiding Principles • Policies and procedures defining • Content management • Security • Operational maintenance and management • Change control • The roles and responsibility of each type of user within your organization

  11. Custom Governance Plan • In addition to all the things covered in barebones… • Develop pro-active roadmap • Size portal using sizing calculator • Establish Site Collection quotas • Develop a look & feel style guide (w\icon library) • Set document retention policies • Set meta data policies • Recommend AvePoint for backups + monitoring • And more…

  12. Creating the Governance Plan

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