Welcome to the Minnesota SharePoint User Group August 8 th, 2007 SharePoint Governance Wes Preston – Inetium

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

Introductions – MNSPUG Sponsors Inetium ( Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( I’m guessing you’ve heard of them

Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations

Upcoming Schedule Next Meeting Sept 12 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Guest Speaker: Bob Sutton from Microsoft Topic: TBD (check for updates) Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

Other Events SharePoint Deep Dive on BI Sept 6 th 8:30 AM to Noon At New Horizons (see their site for more details) SharePoint Server 2007: Connecting people, process and information Sept 27 th 8:30 AM to Noon At New Horizons (see their site for more details)

CRM User Group Meeting Thursday September 20th 8:30 – 9:00 Registration 9:00 – 11:00 Presentation 11:00 – 11:30 Q&A and Networking Microsoft’s Bloomington Office (here)

Twin Cities MPA Free Lunch ‘n’ Learn September 21, 2007 Overview: All-day education event – see below for more information RSVP or for more information The Official Industry Association for Microsoft Office Project

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. Group Presentations/May 2006 MNSPUG.ppthttp:// 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. Group Presentations/June 2006 MNSPUG.ppthttp:// Group Presentations/June 2006 MNSPUG.ppt Workflow: July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint Group Presentations/July 2006 MNSPUG.ppthttp:// 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. Group Presentations/August 2006 MNSPUG.ppthttp:// 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). Group Presentations/September 2006 MNSPUG.ppthttp:// 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. Group Presentations/October 2006 MNSPUG.ppthttp:// Group Presentations/October 2006 MNSPUG.ppt

Blog Posts / News: SDK Refresh: Both WSS and MOSS SDKs have been updated SharePoint Team Blog: Implementing WSS Governance (Governance 3 of 5) Todd Klindt (MVP): New book! – Real World SharePoint 2007: Indispensable Experiences From 16 MOSS and WSS MVPs

Conferences PDC – Cancelled  SharePoint Connections – November 5-8 – Las Vegas, NV Microsoft Office SharePoint Conference 2008 – March 2-6, 2008 Seattle, WA

SharePoint MVP! Eric Raarup – Inetium V.P. recently awarded the Microsoft MVP award for SharePoint.

Agenda Quick Intro Governance – Part 1 Break Governance – Part 2 Q & A

SharePoint Governance Governance

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

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

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

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

Enterprise Search 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 Search

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

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

Break 5 – 10 minutes

Operational Concerns

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

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

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

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

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

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

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

References CodePlex – SharePoint Governance and Manageability site Joel Oleson - SharePoint Governance topics TechNet Inetium Blogs

Q & A

Thanks for coming!