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Welcome to the Iowa SharePoint User Group. August 7 st , 2007 SharePoint Governance. Wes Preston – Inetium. http://www.sharepointia.com. User Group Goal / Objectives. Develop and support a local community focused on Microsoft SharePoint Technologies

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  1. Welcome to the Iowa SharePoint User Group August 7st, 2007 SharePoint Governance Wes Preston – Inetium http://www.sharepointia.com

  2. 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.sharepointia.com

  3. Introductions – IASPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Des Moines Area Community College (www.dmacc.edu) Microsoft (www.microsoft.com) I’m guessing you’ve heard of them http://www.sharepointia.com

  4. www.sharepointia.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations (Also check www.sharepointmn.comfor additional material) www.sharepointia.com http://www.sharepointia.com

  5. Upcoming Schedule Next Meeting October 2nd 9:00 AM to 11:30 AM DMACC, Des Moines Area Community CollegeBuilding/Room: Building 7 Conference Center - Maple Room Ongoing Schedule Every other month 9:00 to 11:30 am DMACC, Des Moines Area Community CollegeBuilding/Room: Building 7 Conference Center - Maple Room http://www.sharepointia.com

  6. Previous Meetings and Resources SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and capabilities that SharePoint 2007 provides. http://www.sharepointmn.com/User Group Presentations/May 2006 MNSPUG.ppt Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are managed using SharePoint.  This presentation also covers SharePoint Content Types. http://www.sharepointmn.com/User Group Presentations/June 2006 MNSPUG.ppt Workflow:  July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint 2007.  http://www.sharepointmn.com/User Group Presentations/July 2006 MNSPUG.ppt Business Intelligence:  August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web parts.  http://www.sharepointmn.com/User Group Presentations/August 2006 MNSPUG.ppt Web Content Management:  September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of SharePoint 2007 that allow end users to publish their own web content (ex: articles).  http://www.sharepointmn.com/User Group Presentations/September 2006 MNSPUG.ppt Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the search capabilities of SharePoint 2007 including leveraging the Business Data Catalog.  http://www.sharepointmn.com/User Group Presentations/October 2006 MNSPUG.ppt http://www.sharepointia.com

  7. Blog Posts / News: SDK Refresh: Both WSS and MOSS SDKs have been updatedhttp://blogs.msdn.com/arpans/archive/2007/07/13/wss-and-moss-sdks-refreshed.aspx SharePoint Team Blog: Implementing WSS Governance (Governance 3 of 5)http://blogs.msdn.com/sharepoint/archive/2007/08/02/implementing-wss-governance-governance-3-of-5.aspx http://www.sharepointia.com

  8. Conferences PDC – Cancelled SharePoint Connections – November 5-8 – Las Vegas, NV Microsoft Office SharePoint Conference 2008 – March 2-6, 2008Seattle, WAhttp://www.mssharepointconference.com/default.aspx http://www.sharepointia.com

  9. SharePoint MVP! Eric Raarup – Inetium V.P. recently awarded the Microsoft MVP award for SharePoint. http://www.sharepointia.com

  10. Agenda • Quick Intro • Governance – Part 1 • Break • Governance – Part 2 • Q & A http://www.sharepointia.com

  11. SharePoint Governance Governance

  12. 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

  13. 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

  14. 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

  15. 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

  16. Enterprise Search Search

  17. Search • What do users search for today? How do they search today? • Integrate information architecture with search planning • Best Bets, highlighting, etc… • 3rd 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 Search

  18. Taxonomy & Navigation Taxonomy & Navigation

  19. 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 Taxonomy & Navigation

  20. Education & Training Education & Training

  21. 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 Education & Training

  22. Break 5 – 10 minutes

  23. Operational Concerns Operational Concerns

  24. Operational Concerns • Monitoring • Scheduled maintenance windows • Disaster recovery • Service Level Agreements (SLAs) • Quotas • Reporting • Database management Operational Concerns

  25. Testing & Provisioning Testing & Provisioning

  26. 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

  27. Infrastructure Infrastructure

  28. Infrastructure • Interaction with other/existing systems and infrastructure • E-mail / 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

  29. Development & Configuration Development & Configuration

  30. 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 Development & Configuration

  31. Project & Operational Management Project & Operational Management

  32. 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

  33. Information Architecture Information Architecture

  34. 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

  35. References • Robert Bogue Blog ArticlesPart 1: http://www.intranetjournal.com/articles/200611/ij_11_27_06a.htmlPart 2: http://www.intranetjournal.com/articles/200611/ij_11_29_06a.html • SharePoint Governance Checklist Guidehttp://go.microsoft.com/fwlink/?linkid=91896&clcid=0x409 http://www.sharepointne.com

  36. References • CodePlex– SharePoint Governance and Manageability sitehttp://www.codeplex.com/governance • Joel - SharePoint Governance topicshttp://blogs.msdn.com/joelo/archive/tags/Governance/default.aspx • TechNethttp://technet.microsoft.com/en-us/sharepointserver/bb507202.aspx • Inetium Blogshttp://blogs.inetium.com http://www.sharepointne.com

  37. Q & A http://www.sharepointne.com

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

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