RJB Technical Consulting Microsoft Office SharePoint Server 2007 Governance Russ Basiura RJB Technical Consulting

RJB Technical Consulting 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

RJB Technical Consulting 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

RJB Technical Consulting 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

RJB Technical Consulting 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

RJB Technical Consulting Search What do users search for today? How do they search today? Integrate information architecture with search planning Best Bets, highlighting, etc… 3 rd 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

RJB Technical Consulting Taxonomy & Navigation 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

RJB Technical Consulting Education & Training 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

RJB Technical Consulting Operational Concerns Monitoring Scheduled maintenance windows Disaster recovery Service Level Agreements (SLAs) Quotas Reporting Database management

RJB Technical Consulting 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

RJB Technical Consulting Infrastructure Interaction with other/existing systems and infrastructure / 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

RJB Technical Consulting Development & Configuration 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

RJB Technical Consulting 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

RJB Technical Consulting 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

RJB Technical Consulting References Robert Bogue Blog Articles Part 1: Part 2: SharePoint Governance Checklist Guide

RJB Technical Consulting References CodePlex – SharePoint Governance and Manageability site Joel - SharePoint Governance topics TechNet

RJB Technical Consulting Thanks for coming to our PhillySharePoint Day!!