1. http://www.sharepointmn.com Welcome to the Minnesota SharePoint User Group September 10 th, 2008 SharePoint Governance - Redux Wes Preston – Inetium

2. Agenda Introductions Governance – Part 1 Break Governance – Part 2 Q & A and Drawings !! http://www.sharepointmn.com

3. 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.sharepointmn.com

4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com)www.inetium.com Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint New Horizons – Minnesota (www.newhorizonsmn.com)www.newhorizonsmn.com Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com http://www.sharepointmn.com

5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointmn.com http://www.sharepointmn.com

6. Upcoming Schedule Next Meeting Oct 8 th 9:00 AM to 11:30 AM Topic: TBD Check www.sharepointmn.com for updates!www.sharepointmn.com Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office *New* - Once per quarter we’ll do the Panel Discussion http://www.sharepointmn.com

7. Conferences PDC 2008 – October 27-30, 2008 http://microsoftpdc.com Los Angeles, CAhttp://microsoftpdc.com SharePoint Connections – November 10-13, 2008 http://www.devconnections.com/shows/FALL2008SP Las Vegas, NVhttp://www.devconnections.com/shows/FALL2008SP

8. Other Events Minnesota Silverlight User Group SharePoint + Silverlight presentation Tuesday, September 16th 12:00pm – 2:00pm Microsoft Bloomington – see website for details: http://www.ilmservice.com/silverlight http://www.ilmservice.com/silverlight Minneapolis Office Developer Interest Group Panel Discussion Tuesday, September 23rd 5:30 PM United Properties Learning Center – see website for details: http://www.sharepointmn.com/MODIG http://www.sharepointmn.com/MODIG SharePoint Server 2007 – Search Deep Dive Wednesday, October 1st 8:30 AM – 11:30 AM New Horizons Edina – see website for details: http://www.nhmn.com/resources/events.aspx http://www.nhmn.com/resources/events.aspx http://www.sharepointmn.com

9. Announcements Updated SDKs for the Infrastructure Updates for MOSS and WSS Download links, details, and instructions available at: http://blogs.msdn.com/sharepoint/archive/2008/08/29/just-published-wss-3-0-and-moss-2007-sdk-1-4- download-and-online-msdn-library.aspx http://blogs.msdn.com/sharepoint/archive/2008/08/29/just-published-wss-3-0-and-moss-2007-sdk-1-4- download-and-online-msdn-library.aspx SharePoint Best Practices Series Details on the SharePoint Team Blog at: http://blogs.msdn.com/sharepoint/archive/2008/08/29/announcing-the-sharepoint-best-practices- series.aspx http://blogs.msdn.com/sharepoint/archive/2008/08/29/announcing-the-sharepoint-best-practices- series.aspx Virtualization Support by MS Details on the SharePoint Team Blog at: http://blogs.msdn.com/sharepoint/archive/2008/08/18/update-on-virtualization-support-for-sharepoint- products-and-technologies.aspx http://blogs.msdn.com/sharepoint/archive/2008/08/18/update-on-virtualization-support-for-sharepoint- products-and-technologies.aspx http://www.sharepointmn.com

10. SharePoint Governance Governance

11. 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

12. 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

13. 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

14. 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

15. Enterprise Search Search

16. What do users search for today? How do they search today? What search functionality is available to you? WSS, MOSS, Search Server, Express, FAST Integrate information architecture with search planning – Managed Properties… Search strategy, taxonomy, geography Best Bets, highlighting, thesaurus, noise, etc… People Search 3 rd party tools: Search ‘rating’, wildcard search… Consolidated search page – Search Center Search scoping, tabs, results (design and configuration) Surface information beyond SharePoint content (File shares, BDC, other…) Federated Search functionality Potential for staffing – managing crawling, scopes, results tuning, etc Search

17. Taxonomy & Navigation

18. Consistency throughout site (navigational elements) What types of site collections and webs are being used? 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

19. Education & Training

20. Plan as part of time and budget for implementation and adoption User Training and resources Help desk training, knowledge articles, etc… 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 Office SharePoint Server 2007 Training: Stand-alone and Portal editions Education & Training

21. Break 5 – 10 minutes

22. Operational Concerns

23. Service Level Agreements (SLAs) Communication with users / clients Staffing Monitoring Scheduled maintenance windows Disaster recovery Quotas Reporting Database management Operational Concerns

24. Testing & Provisioning

25. 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

26. Infrastructure

27. Interaction with other/existing systems and infrastructure E-mail / Exchange / Messaging Active Directory Firewalls DNS Load balancing (MS, F5, etc…) Clustering Database SAN / Disk Environments: Development, Stage/Test, Production Hardware and topology Backup and recovery Infrastructure

28. Development & Configuration

29. Identify tools allowed SharePoint Designer PowerShell Site definitions and templates, list templates Source code and build control Support Standards and best practices Features and Solutions Branding, themes, master page and layout page development Consistency with existing corporate branding Data View Web Parts Ghosting / Customizing Development & Configuration

30. Project & Operational Management

31. 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

32. Information Architecture

33. 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

34. References Governance Resource Center for SharePoint 2007 http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx Joel Oleson (new blog) http://www.sharepointjoel.com/ http://www.sharepointjoel.com/ CodePlex links: http://www.codeplex.com http://www.codeplex.com SharePoint Governance and Manageability – CodePlex http://www.codeplex.com/governance http://www.codeplex.com/governance SharePoint Gear Up http://sharepoint.microsoft.com/gearup/Pages/default.aspx http://sharepoint.microsoft.com/gearup/Pages/default.aspx SharePoint Products and Technologies Governance Plan http://go.microsoft.com/fwlink/?linkid=92333&clcid=0x409 http://go.microsoft.com/fwlink/?linkid=92333&clcid=0x409 Microsoft Office SharePoint Portal Server deployment – Project template http://office.microsoft.com/en-us/templates/TC011307771033.aspx http://office.microsoft.com/en-us/templates/TC011307771033.aspx http://www.sharepointmn.com

35. References Robert Bogue Blog Articles: http://www.thorprojects.com/blog/ Part 1: http://www.intranetjournal.com/articles/200611/ij_11_27_06a.html Part 2: http://www.intranetjournal.com/articles/200611/ij_11_29_06a.html Slide Deck for Bogue presentation: http://thorprojects.com/Files/SharePointGovernance080820.pdf http://www.thorprojects.com/blog/ http://www.intranetjournal.com/articles/200611/ij_11_27_06a.html http://www.intranetjournal.com/articles/200611/ij_11_29_06a.html http://thorprojects.com/Files/SharePointGovernance080820.pdf The older: SharePoint Governance Checklist Guide http://office.microsoft.com/download/afile.aspx?AssetID=AM102306291033 http://office.microsoft.com/download/afile.aspx?AssetID=AM102306291033 The newer: SharePoint Deployment Guide and Checklists http://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033 http://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033 http://www.sharepointmn.com

36. Q & A http://www.sharepointmn.com

37. Thanks to Bill English and Microsoft Press for copies of their new book! (available on Amazon) http://www.sharepointmn.com

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