Confidential Property of B2B Technologies January Governance or How to Tame SharePoint 2010

Confidential Property of B2B Technologies Matt Tinkler CO-FOUNDER AND CIO Tyler Bithell Chief Technical Architect PORTALS

Confidential Property of B2B TechnologiesTech Days 2011 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS

Confidential Property of B2B Technologies

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.

Confidential Property of B2B TechnologiesTech Days 2011

Confidential Property of B2B Technologies 7 Components of Governance P eople P olicies P rocesses T echnology

Confidential Property of B2B Technologies 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 5 SharePoint Roles

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Confidential Property of B2B Technologies 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

Confidential Property of B2B Technologies 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

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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…

Confidential Property of B2B Technologies Creating the Governance Plan