Share Point Governance: 10 Steps to Successful Deployment by Joel Oleson Best Of SharePoint Conference Chicago


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Best of SharePoint Conference break out session on 10 Steps to successful deployment. This deck is focused on avoiding failed deployments and what is most important in to ensure successful deployments.

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  • Great Presentation, thank you. SharePoint Governance is a complex topic to say the least. After many thousands of hours there is a simple solution to SharePoint Governance. Research suggests that people don't know what they need to know and that makes it a difficult and daunting task. There is a ready to go SharePoint Governance solution at, it's not free but it's well worth a look for businesses that are serious about governance and not SharePoint gurus.
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  • Share Point Governance: 10 Steps to Successful Deployment by Joel Oleson Best Of SharePoint Conference Chicago

    1. 2. Joel Oleson Quest Software @joeloleson
    2. 3. <ul><li>8+ Year SharePoint Veteran </li></ul><ul><li>First SharePoint Admin </li></ul><ul><li>5 Years in MS IT </li></ul><ul><li>2 Years in SharePoint Product Team </li></ul><ul><li>SharePoint Evangelist Consultant and Trainer </li></ul><ul><li>Global Speaker </li></ul><ul><li>Has eaten snake, jellyfish and crickets </li></ul>
    3. 4. <ul><li>Confront Reality </li></ul><ul><li>Create a Governance Plan </li></ul><ul><li>Get an Exec Sponsor </li></ul><ul><li>Create the Dream Team </li></ul><ul><li>Build Services not Stuff </li></ul><ul><li>Define Clear Policies and Standards </li></ul><ul><li>Invest in Scalable Information Architecture </li></ul><ul><li>Don’t forget Change/Risk Management </li></ul><ul><li>Adoption is What Counts </li></ul><ul><li>Keep it Simple Stupid. </li></ul>
    4. 9. <ul><li>Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization </li></ul>Source: The Burton Group
    5. 10. <ul><li>Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. </li></ul>Gartner
    6. 11. <ul><li>People </li></ul><ul><ul><li>Roles and responsibilities </li></ul></ul><ul><li>Process </li></ul><ul><ul><li>How to accomplish common tasks such as creating a new site or requesting new business requirements </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Leveraging features and tools to enforce policies through technology </li></ul></ul><ul><li>Policy </li></ul><ul><ul><li>Collection of principles - What site owners, designers, developers should/shouldn’t do </li></ul></ul>
    7. 14. Exec Sponsor with Vision & Budget Get me SharePoint or You’re FIRED!
    8. 18.
    9. 19. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
    10. 22. Core SharePoint Roles SharePoint Infra Admins Site Collection Administrator(s) Content Administrator SharePoint Developer(s) Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services
    11. 24. Are you trying to be a Rockstar with the experience of a newbie?
    12. 31. Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”
    13. 35. <ul><li>Do I charge back for site hosting? </li></ul><ul><li>What quota should I allow? </li></ul><ul><li>Should I allow SharePoint Designer? </li></ul><ul><li>What should I do with online web parts? </li></ul><ul><li>Support for Dev & Third party solutions? </li></ul><ul><li>Solution Deployments!!! (.wsp) </li></ul>Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back
    14. 40. SharePoint Governance Model   Central Portal Structured Portals And WCM Collaboration
    15. 41. Commodity Hosting Examples Adhoc Structured Short term Long term SharePoint Service Offering
    16. 42. Incremental Indexing over the WAN (Federated Search)
    17. 43. Ready for the Cloud? SharePoint Hosting
    18. 44. SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2
    19. 45. <ul><li>Build initial site architecture and delegate </li></ul>Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD
    20. 47. <ul><li>Release Management </li></ul><ul><li>Configuration Management </li></ul><ul><li>Operations Monitoring, Security & Patch Management </li></ul><ul><li>Communications & Service Management </li></ul><ul><li>Code Propagation Testing & Deployment </li></ul>
    21. 48. Microsoft Operations Framework 4.0
    22. 54. <ul><li>Do you really need that list def, site def, or wiz bang widget? </li></ul><ul><li>Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up… </li></ul><ul><li>Start with Collab, Search and Profiles, it’s an easy win. </li></ul><ul><li>Watch for Scope Creep it is very easy in SharePoint. </li></ul>
    23. 55. <ul><li>Cutting corners – “My Devs are My Admins” </li></ul><ul><li>The SharePoint project is no longer SharePoint (it’s so custom) </li></ul><ul><li>“ Production is test and dev, and where I introduce my service packs” </li></ul><ul><li>SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.) </li></ul>
    24. 56. <ul><li> </li></ul><ul><ul><li>Community, betas, announcements, demos, forums, team blog </li></ul></ul><ul><li>Migration Manager Reorg Wizard Beta </li></ul><ul><ul><li>Restructure your SharePoint Information Architecture </li></ul></ul>
    25. 57. <ul><li>Joel’s Blog – </li></ul><ul><li>SharePoint Governance Resources </li></ul><ul><ul><li> </li></ul></ul><ul><li>CodePlex Governance Tools </li></ul><ul><ul><li> </li></ul></ul><ul><li>Join a SharePoint User Group! </li></ul>
    26. 59. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs <ul><li>Quest Web Parts </li></ul><ul><li>Enable rapid development of SharePoint applications </li></ul>Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control
    27. 62. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.