SharePoint Governance An brief guide on SharePoint Governance Jeremy Thake

AGENDA The Scenario Deployment Governance What to expect for deployment Risk of non-conformance End Users vs. Developers Empowering the end user Leveraging the platform Jeremy Thake

Deployment Governance Configuration Management Environmental variables System Settings Automated Deployment Server Admin can run scripts Re-executable in multiple environments Ensure file locations are supported Jeremy Thake

Scenario Time Sheet form with various list driven drop downs Aggregated data from form submissions on various pages InfoPath forms Form Libraries + Custom Lists Content Types Content by Query Web Parts Custom Web Parts Pages Jeremy Thake

What to expect for deployment Functional Specification Technical Specification Release Plan for UAT and Production Install + Rollback scripts Test Plan End User Training Documentation Original Source files Jeremy Thake

Risks of non-conformance Risk of incorrect manual deployments Overwriting out-of-the-box files in Hive Overwriting existing versioned content/data/files Untested Un-versioned deployments Encourages standardised deployment structure No knowledge transfer Jeremy Thake

Empowering the end user “Can you upload a new image on the homepage of the Intranet for me?” Owner of Intranet with full administrative rights to the homepage “Can you add these users so that they can also add documents to our Business Unit Site” Business Unit owner with full administrative rights to the sub site. “Can you put the next three categories in the group by on the list view even though the documents aren’t there yet?” Business Unit owner with lack of understanding on OOTB functionality. Jeremy Thake

End Users Static Content –Text, Images, Documents Dynamic Content –Content By Query Web Parts –Web Parts –Sub Sites Developers Visual Studio –Web Parts –Timer Jobs –Workflows –Event Receivers –Features InfoPath SharePoint Designer Jeremy Thake

Empowering the end user Build them a base Train them Workshops Online in-context tutorials Encourage them Give them confidence Show them what’s been successful Jeremy Thake

Leveraging the Platform You wouldn’t use a Tank to pick up your shopping Transactions Large files High load business systems High load web sites Very interactively real-time interface Jeremy Thake

Resources Made4the.net – Jeremy Thake CleverWorkArounds – Paul Culmsee Jeremy Thake