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Understanding SharePoint Reporting


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With a quick overview on how to approach SharePoint governance planning, this presentation walks through some of the differences/changes between out-of-the-box reporting in SharePoint 2007, 2010, …

With a quick overview on how to approach SharePoint governance planning, this presentation walks through some of the differences/changes between out-of-the-box reporting in SharePoint 2007, 2010, 2013, and SharePoint Online in Office365. It also includes guidance on how to extend what comes OOTB.

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  • 1. What I’ll cover today: • What is the role of reporting in my SharePoint governance strategy? • Around which areas of SharePoint should I capture data? • What data is available out of the box in SharePoint 2007, 2010, and 2013? • What are the best practices for capturing the data that SharePoint doesn’t provide?
  • 2. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration • Co-founded and sold a software company to Rational Software. At E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, and Seagate • Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management. • Twitter: @buckleyplanet Blog: Email:
  • 3. From Microsoft Press Order your copy at Tackle 10 common business problems with proven SharePoint solutions, including: • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 4. Improving Collaboration since 2007 • Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms • Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 • Over 3,000 global customers Dramatically improve the management of SharePoint • Innovative products that improve security, scalability, reliability, “deployability” • Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) • Coach enterprises on SharePoint best practices • Give administrators the most innovative tools available • Anticipate customers’ needs • Deliver best of breed offerings • Stay in lock step with SharePoint development and market trends
  • 5. Definitions
  • 6. Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.
  • 7. A governance strategy is never static – it is a living, breathing process. It is a set of rules that you should live by, not die by! Your governance strategy needs to be adaptable to meet the growing, changing needs of your business.
  • 8. SharePoint out of the box is a powerful platform But many organizations don’t think they have the time, money, people to spend on planning The same can be said for governance The result? Site sprawl Unfettered content Process lawlessness
  • 9. Governance Strategy Roles and Responsibilities Principles Culture Communication Change Management Risk Management Information Architecture Business Alignment Monitoring and Maintenance
  • 10. Central to your governance implementation is understanding and managing what is happening within your SharePoint environment Identifying, assessing, and prioritizing Measuring and monitoring Reviewing and modifying your governance strategy based on changing data (and risks you identify) Creating policies that secure and protect, but are also flexible enough to meet the growing demands of your organization to collaborate
  • 11. Permissions Usage/Activity Storage Audit Performance
  • 12. Usage and Activity Reporting
  • 13. Audit Reporting
  • 14. Performance Reporting
  • 15.
  • 16. Utilize your established PM methodology Follow these simple, and universal, guidelines for planning: Understand your business objectives Understand your end user expectations Understand your governance model Take feedback, iterate on your plan Make your efforts transparent
  • 17. Make decisions about your platform based on data, not just “best practices” Have a plan for tracking and measuring key performance indicators and analytics Make people accountable by Making the data visible, transparent Clarifying potential impacts Constantly reviewing how data is captured, whether it shows an accurate picture of what is happening
  • 18. Order your copy at Christian Buckley @buckleyplanet presentations blog book governance4hybrid Additional Resources available Business Intelligence in SP2013, Jason Himmelstein Developing and Enforcing SharePoint Governance Policies with Axceler ControlPoint What to Look for in a SharePoint Management Tool The Five Secrets to Controlling Your SharePoint Environment