1. SharePoint Best Practices Daniel A. Galant Mindsharp Daniel.Galant@mindsharp.com

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

3. Governance Search Shared Services Document Management

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

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

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

7. 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

8. 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

9. Resources Mindsharp ◦www.mindsharp.com Discussion Groups ◦sharepointdiscussions@yahoogroups.com CodePlex ◦www.codeplex.com Demo Sites ◦www.wssdemo.com SharePoint Team Blog ◦Blogs.msdn.com/sharepoint