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Governance - how does information & security drive your architecture

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  • Animation of the settings complexity of SharePoint
  • Transcript

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