SharePoint Best Practices Daniel A. Galant Mindsharp

Overview Each deployment is special. Know the product. Know your Users. Understand how they work.

Governance Search Shared Services Document Management

Governance Information Architecture ◦Taxonomy ◦Metadata Branding ◦Consistent look and feel ◦Page layouts ◦Site templates ◦Navigation

Search Keywords and Best Bets ◦Findability is key ◦Match keywords to metadata Content Sources ◦Fewer is better People Search ◦User profiles ◦Capture tacit knowledge

Shared Services What are they? ◦Search ◦My Sites ◦Profiles ◦Audiences ◦Personalization Links ◦Published Links ◦Excel Services ◦Business Data Catalog

Shared Services SSP Do’s and Don’ts ◦Do create as few as possible – 1 is great ◦Do not have more than 4 ◦Do create Trusted My Site providers for Geographically dispersed deployments ◦Do not consume services across a WAN ◦Do test your design

Document Management Not everything belongs in SharePoint Libraries are for collaboration Require Check-out Versioning Use Content Types Content owners should be Site Admins Folders are better than filters Libraries are better than folders

Resources Mindsharp ◦ Discussion Groups CodePlex ◦ Demo Sites ◦ SharePoint Team Blog ◦Blogs.msdn.com/sharepoint