Governance – how does information & security drive your architecture<br />Randy Williams<br />Enterprise Trainer & Evangel...
Randy Williams<br />Enterprise Trainer & Evangelist – AvePoint<br />20 years in IT<br />developer, consultant, trainer, au...
Objectives & Agenda<br />Defining Governance<br />Management Controls and Scopes<br />Information Architecture vs. Managem...
Defining Governance<br />
GOVERNANCE<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />Search<br />
Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organi...
Governance defines the people, processes, policies and technologiesthat deliver a service<br />Alternate definition<br />
GOVERNANCE<br />People<br />Process<br />Policy<br />SERVICE<br />Technology<br />
Architecting Governance<br />
SharePoint<br />http://intranet<br />PRODUCTION FARM<br />HR<br />Finance<br />http://teams<br />http://intranet<br />http...
Management Controlsand Scopes<br />Fundamentals<br />
Management controls and scopes<br />SharePoint Service Isolation<br />Service Application Configuration and Data<br />Bloc...
Management controls and scopes<br />It’s about containers (scopes)<br />Security (permissions)?  We understand that…<br />...
Information Architecturevs. Management<br />Fundamentals<br />
Info Architecture vs. Info Management<br />Information Architecture<br />Organize and describe content<br />Metadata<br />...
Information Architecture<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Si...
Info Architecture vs. Info Management<br />Information Architecture<br />Info Management<br />Organize and describe conten...
Service Architecture<br />PRODUCTION FARM<br />http://teams<br />http://intranet<br />http://apps<br />http://teams<br />h...
SharePoint<br />http://intranet<br />PRODUCTION FARM<br />HR<br />Finance<br />http://teams<br />http://intranet<br />http...
Architecting Governance<br />Four-Step Process to<br />
Architecting Governance<br />
Classifying requirements<br />Business<br />Business purpose of the solution <br />Technical<br />Project<br />Budget, dea...
Requirements to Architecture<br />Solicited<br />Derived<br />
Architecting Governance<br />
FARM<br />Management controls and scopes<br />WEB APPLICATION<br />Zone<br />Service Application<br />CONTENT DATABASE<br ...
Requirements  multiple web apps<br />Blocked file types<br />DNS namespace (URL)<br />Web site service isolation<br />Web...
More requirements  multiple web apps<br />SharePoint Designer controls<br />Impact of upgrade<br />Functional web applica...
Requirements  multiple zones<br />Anonymous access<br />Anonymous policy<br />SSL<br />Authentication providers<br />User...
Guidance: Web apps and zones<br />INTRANET: published intranet content<br />http://intranet<br />COLLABORATION: business u...
Requirements  Multi-farm architectures<br />Code isolation<br />Dev / Test / Staging / Production<br />Access<br />Public...
Requirements  multiple site collections<br />Ownership<br />Primary & secondary site collection administrators (Central A...
Content lifecycleexample<br />FARM<br />http://intranet<br />http://teams<br />HR<br />Finance<br />HR<br />Finance<br />B...
Requirements  content databases<br />Storage Management<br />Location of database<br />Which SQL Server(s) host the datab...
Architecting Governance<br />
FARM<br />Sites, lists, libraries, and folders<br />WEB APPLICATION<br />Zone<br />Service Application<br />CONTENT DATABA...
Architecting Governance<br />
The Great Divide<br />Management requirements  more “containers”<br />Web applications<br />Site collections<br />Content...
“Behind the scenes”<br />FARM<br />http://teams<br />http://intranet<br />http://apps<br />Site Collection<br />HR<br />Si...
Presentation to the user<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Si...
Overlay Information Architecture<br />Navigation<br />Manually-configured Quick Launch and top link bar (global navigation...
Navigation<br />FARM<br />http://teams<br />http://intranet<br />http://apps<br />Site Collection<br />/<br />HR<br />Engi...
Presentation to the user<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Si...
Overlay Administration<br />Administration “single pane of glass” across<br />Site collections<br />Web applications<br />...
DocAve to the rescue…<br />
Infrastructure Management<br />Architect<br />Manage<br />Grow<br />
one example<br />
DocAve Administrator<br />50<br />PROD103<br />How you position a service to customer is very important! It must  be simpl...
SharePoint Administration<br />Central Admin<br />Too many setting pages…<br />WebAppSettings<br />WebAppSettings<br />Sit...
The Future<br />© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system...
To summarize…<br />
Architecting Governance<br />
Requirements to Architecture<br />Solicited<br />Derived<br />
People<br />GOVERNANCE<br />Process<br />Policy<br />SERVICE<br />Technology<br />
GOVERNANCE<br />MANAGEMENT<br />SERVICE<br />
Q&A<br />Randy Williams<br />randy.williams@avepoint.com<br />
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  • Governance - how does information & security drive your architecture

    1. 1. Governance – how does information & security drive your architecture<br />Randy Williams<br />Enterprise Trainer & Evangelist<br />randy.williams@avepoint.com<br />Twitter: @tweetraw<br />© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.<br />
    2. 2. Randy Williams<br />Enterprise Trainer & Evangelist – AvePoint<br />20 years in IT<br />developer, consultant, trainer, author<br />Three-time SharePoint MVP<br />Speaker at many global conferences<br />randy.williams@avepoint.com<br />http://linkd.in/plEEb1<br />@tweetraw<br />
    3. 3. Objectives & Agenda<br />Defining Governance<br />Management Controls and Scopes<br />Information Architecture vs. Management<br />Four-Step Architecting Governance Process<br />
    4. 4. Defining Governance<br />
    5. 5. GOVERNANCE<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />Search<br />
    6. 6. Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals. <br />Microsoft - http://bit.ly/nmNSbj<br />What is governance?<br />
    7. 7. Governance defines the people, processes, policies and technologiesthat deliver a service<br />Alternate definition<br />
    8. 8.
    9. 9.
    10. 10. GOVERNANCE<br />People<br />Process<br />Policy<br />SERVICE<br />Technology<br />
    11. 11. Architecting Governance<br />
    12. 12. SharePoint<br />http://intranet<br />PRODUCTION FARM<br />HR<br />Finance<br />http://teams<br />http://intranet<br />http://apps<br />Expense Reports<br />Vacation & Sick Day Tracking<br />Financial Performance<br />Benefits<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />/<br />Search<br />Metadata<br />My Sites<br />HR<br />Engineering<br />Finance<br />LoB App<br />Remote<br />Site Collection<br />Expense Reports<br />CRM<br />Research & Development<br />Public<br />Extranet<br />WWW<br />Extranet<br />
    13. 13. Management Controlsand Scopes<br />Fundamentals<br />
    14. 14. Management controls and scopes<br />SharePoint Service Isolation<br />Service Application Configuration and Data<br />Blocked File Types<br />SSL<br />Farm<br />Web Application<br />Service Application<br />Zone<br />Data Storage SLAs<br />Content DB<br />Quotas<br />Ownership(Full Control)<br />Site collection<br />Features<br />Security Permissions<br />Top-level site<br />Sub site<br />List/Library<br />Sub site<br />Security Permissions<br />[Folder]<br />Item / Document<br />
    15. 15. Management controls and scopes<br />It’s about containers (scopes)<br />Security (permissions)? We understand that…<br />Scope unique permissions = site, list/library, folder, item<br />Administrative overhead of multiple containers<br />But…<br />Governance and management<br />is more than just security!<br />
    16. 16. Information Architecturevs. Management<br />Fundamentals<br />
    17. 17. Info Architecture vs. Info Management<br />Information Architecture<br />Organize and describe content<br />Metadata<br />Structure<br />Relationships<br />Inputs<br />Knowledge Management team<br />Librarians<br />Content owners<br />Subject matter experts (SMEs)<br />Outcomes<br />Site map (navigation)<br />Taxonomy<br />Search<br />Targeting (audiences)<br />
    18. 18. Information Architecture<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Sick Day Tracking<br />Financial Performance<br />Benefits<br />
    19. 19. Info Architecture vs. Info Management<br />Information Architecture<br />Info Management<br />Organize and describe content<br />Metadata<br />Structure<br />Relationships<br />Inputs<br />Knowledge Management team<br />Librarians<br />Content owners<br />Subject matter experts (SMEs)<br />Outcomes<br />Site map (navigation)<br />Taxonomy<br />Search<br />Targeting (audiences)<br />Manage the content & service<br />Access levels (permissions)<br />Lifecycle<br />Storage<br />Inputs<br />Information management policies<br />IT usage policies<br />Regulatory environment<br />SLAs<br />Outcomes<br />Access levels<br />Records management<br />Compliance<br />Performance<br />
    20. 20. Service Architecture<br />PRODUCTION FARM<br />http://teams<br />http://intranet<br />http://apps<br />http://teams<br />http://intranet<br />http://apps<br />Site Collection<br />/<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />/<br />HR<br />Engineering<br />Finance<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />Custom App<br />Search<br />Metadata<br />My Sites<br />HR<br />Engineering<br />Finance<br />LoB App<br />Remote<br />Site Collection<br />Custom App<br />CRM<br />Research & Development<br />Test Farm<br />Public<br />Extranet<br />WWW<br />Extranet<br />
    21. 21. SharePoint<br />http://intranet<br />PRODUCTION FARM<br />HR<br />Finance<br />http://teams<br />http://intranet<br />http://apps<br />Expense Reports<br />Vacation & Sick Day Tracking<br />Financial Performance<br />Benefits<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />/<br />Search<br />Metadata<br />My Sites<br />HR<br />Engineering<br />Finance<br />LoB App<br />Remote<br />Site Collection<br />Custom App<br />CRM<br />Research & Development<br />Public<br />Extranet<br />WWW<br />Extranet<br />
    22. 22. Architecting Governance<br />Four-Step Process to<br />
    23. 23. Architecting Governance<br />
    24. 24. Classifying requirements<br />Business<br />Business purpose of the solution <br />Technical<br />Project<br />Budget, deadlines, etc.<br />Information architecture<br />How content is described, organized and discovered<br />Information management<br />How content is created, secured, maintained, and disposed<br />Service management<br />IT assurance: performance, availability, recovery<br />SLAs<br />
    25. 25. Requirements to Architecture<br />Solicited<br />Derived<br />
    26. 26. Architecting Governance<br />
    27. 27. FARM<br />Management controls and scopes<br />WEB APPLICATION<br />Zone<br />Service Application<br />CONTENT DATABASE<br />User & Group Management<br />Ownership(Full Control)<br />SITE COLLECTION<br />Top-Level Site<br />List or Library<br />[Folder]<br />Subsite<br />Subsite<br />Item or Document<br />
    28. 28. Requirements  multiple web apps<br />Blocked file types<br />DNS namespace (URL)<br />Web site service isolation<br />Web server: server isolation<br />Application pool: process isolation<br />Classic Mode or Claims Based Authentication<br />Self-service site creation, automatic deletion of unused sites<br />
    29. 29. More requirements  multiple web apps<br />SharePoint Designer controls<br />Impact of upgrade<br />Functional web applications (http://apps) not upgraded immediately<br />Business applications in this SharePoint web app have specific functionality<br />They meet business requirements without upgrade<br />Features that are installed to support these applications take time to upgrade<br />Collaborative web sites, intranet, and services upgraded immediately<br />Take advantage of new features of SharePoint vNext<br />Service application connections and configuration<br />Multiple scopes<br />
    30. 30. Requirements  multiple zones<br />Anonymous access<br />Anonymous policy<br />SSL<br />Authentication providers<br />User policy<br />
    31. 31. Guidance: Web apps and zones<br />INTRANET: published intranet content<br />http://intranet<br />COLLABORATION: business unit, department, team, project<br />http://teams<br />EXTRANET: collaboration with customers, vendors & partners<br />http://extranet<br />Zone: https://clients<br />SOCIAL: enterprise social networking and personal content<br />http://people<br />PUBLIC WEB SITE<br />http://www<br />SIGNIFICANT LINE OF BUSINESS APPLICATION<br />http://<LOB> e.g. http://CRM<br />
    32. 32. Requirements  Multi-farm architectures<br />Code isolation<br />Dev / Test / Staging / Production<br />Access<br />Public-facing web site<br />Extranet in Cloud: Partners & Customers<br />Geo-performance<br />Collaboration farm(s) with team sites<br />Feature and process isolation<br />Enterprise SharePoint farm with intranet and enterprise services<br />Enterprise services: search, metadata, social (User Profiles, My Sites)<br />Premium farm(s) for custom applications<br />Consider the implications<br />SLAs<br />Chargebacks<br />Upgrade to vNext<br />
    33. 33. Requirements  multiple site collections<br />Ownership<br />Primary & secondary site collection administrators (Central Admin)<br />The owner and secondary owner attributes of a site collection<br />Full control of site collection + receive site collection email notifications<br />Administration<br />Site collection administrators as defined in the site collection<br />Full control of site collection<br />Quotas<br />Locks<br />SharePoint Designer restrictions<br />Features<br />Sandbox Solutions<br />Search settings<br />Audit settings<br />User & group management<br />Multiple scopes<br />
    34. 34. Content lifecycleexample<br />FARM<br />http://intranet<br />http://teams<br />HR<br />Finance<br />HR<br />Finance<br />Benefits<br />Benefits Page<br />Benefits Page<br />Archived<br />Benefits<br />
    35. 35. Requirements  content databases<br />Storage Management<br />Location of database<br />Which SQL Server(s) host the database<br />Storage platform<br />Redundancy<br />Clustering<br />Mirroring<br />Storage platform features<br />Backup SLAs<br />How long it takes to back up data<br />Recovery SLAs<br />How long it takes to restore data<br />RTO and RPO<br />PowerShell delegation<br />Remote BLOB Storage (RBS)<br />
    36. 36. Architecting Governance<br />
    37. 37. FARM<br />Sites, lists, libraries, and folders<br />WEB APPLICATION<br />Zone<br />Service Application<br />CONTENT DATABASE<br />SITE COLLECTION<br />Top-Level Site<br />Security Permissions<br />Features<br />List or Library<br />[Folder]<br />Subsite<br />Subsite<br />Item or Document<br />
    38. 38. Architecting Governance<br />
    39. 39. The Great Divide<br />Management requirements  more “containers”<br />Web applications<br />Site collections<br />Content databases<br />Out-of-box features scoped to a single site collection<br />Navigation<br />Add a subsite, navigation links created automatically<br />Content management<br />Site columns and content types apply to a subsite<br />Administration<br />Audit reports pull audit information from an entire site collection<br />
    40. 40. “Behind the scenes”<br />FARM<br />http://teams<br />http://intranet<br />http://apps<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />/<br />HR<br />Engineering<br />Finance<br />Site Collection<br />Custom App<br />
    41. 41. Presentation to the user<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Sick Day Tracking<br />Financial Performance<br />Benefits<br />
    42. 42. Overlay Information Architecture<br />Navigation<br />Manually-configured Quick Launch and top link bar (global navigation)<br />Custom link lists (advantage: security trimmed)<br />Custom or third-party navigation controls<br />SPXmlContentMapProvider<br />
    43. 43. Navigation<br />FARM<br />http://teams<br />http://intranet<br />http://apps<br />Site Collection<br />/<br />HR<br />Engineering<br />Finance<br />Site Collection<br />HR<br />Site Collection<br />Engineering<br />Site Collection<br />Finance<br />Site Collection<br />Custom App<br />
    44. 44. Presentation to the user<br />SharePoint<br />http://intranet<br />HR<br />Finance<br />Expense Reports<br />Vacation & Sick Day Tracking<br />Financial Performance<br />Benefits<br />
    45. 45. Overlay Administration<br />Administration “single pane of glass” across<br />Site collections<br />Web applications<br />Farms<br />For…<br />Manage access, audit, manage groups<br />Deploy content<br />PowerShell<br />Third-party administration tools<br />
    46. 46. DocAve to the rescue…<br />
    47. 47. Infrastructure Management<br />Architect<br />Manage<br />Grow<br />
    48. 48.
    49. 49. one example<br />
    50. 50. DocAve Administrator<br />50<br />PROD103<br />How you position a service to customer is very important! It must be simple, reliable and CONSISTENT!!<br />For Administrators looking for simplified management of SharePoint farms, DocAve Administrator is a scalable and feature rich solution that allows you to intuitively manage all your farms down to item level as opposed to other tools that do not offer true multi-farm management<br />
    51. 51. SharePoint Administration<br />Central Admin<br />Too many setting pages…<br />WebAppSettings<br />WebAppSettings<br />Site Collection Settings<br />Site Collection Settings<br />Site Collection Settings<br />Site Collection Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />List Settings<br />Library Settings<br />Site Settings<br />List Settings<br />Library Settings<br />51<br />PROD103<br />
    52. 52. The Future<br />© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. <br />Managing Governance<br />Plans & Rules<br />APIs<br />Data Protection<br />Admin-istration<br />Reporting<br />Storage Optimization<br />Migration<br />Compliance<br />DocAve<br />
    53. 53. To summarize…<br />
    54. 54. Architecting Governance<br />
    55. 55. Requirements to Architecture<br />Solicited<br />Derived<br />
    56. 56. People<br />GOVERNANCE<br />Process<br />Policy<br />SERVICE<br />Technology<br />
    57. 57. GOVERNANCE<br />MANAGEMENT<br />SERVICE<br />
    58. 58. Q&A<br />Randy Williams<br />randy.williams@avepoint.com<br />
    59. 59. © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.<br />
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