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

Joel Oleson Quest Software http://sharepointjoel.com @joeloleson

8+ Year SharePoint Veteran
First SharePoint Admin
5 Years in MS IT
2 Years in SharePoint Product Team
SharePoint Evangelist Consultant and Trainer
Global Speaker
Has eaten snake, jellyfish and crickets

Confront Reality
Create a Governance Plan
Get an Exec Sponsor
Create the Dream Team
Build Services not Stuff
Define Clear Policies and Standards
Invest in Scalable Information Architecture
Don’t forget Change/Risk Management
Adoption is What Counts
Keep it Simple Stupid.

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
Source: The Burton Group

Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.
Gartner

People
Roles and responsibilities
Process
How to accomplish common tasks such as creating a new site or requesting new business requirements
Technology
Leveraging features and tools to enforce policies through technology
Policy
Collection of principles - What site owners, designers, developers should/shouldn’t do

Exec Sponsor with Vision & Budget Get me SharePoint or You’re FIRED!

Cleverworkarounds.com

Two Types of Service Models Out of the box (Standard) Custom (Dedicated)

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

Are you trying to be a Rockstar with the experience of a newbie?

Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”

Do I charge back for site hosting?
What quota should I allow?
Should I allow SharePoint Designer?
What should I do with online web parts?
Support for Dev & Third party solutions?
Solution Deployments!!! (.wsp)
Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back

SharePoint Governance Model Central Portal Structured Portals And WCM Collaboration

Commodity Hosting Examples Adhoc Structured Short term Long term SharePoint Service Offering

Incremental Indexing over the WAN (Federated Search)

Ready for the Cloud? SharePoint Hosting

SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2

Build initial site architecture and delegate
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

Release Management
Configuration Management
Operations Monitoring, Security & Patch Management
Communications & Service Management
Code Propagation Testing & Deployment

Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390

Do you really need that list def, site def, or wiz bang widget?
Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up…
Start with Collab, Search and Profiles, it’s an easy win.
Watch for Scope Creep it is very easy in SharePoint.

Cutting corners – “My Devs are My Admins”
The SharePoint project is no longer SharePoint (it’s so custom)
“ Production is test and dev, and where I introduce my service packs”
SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)

SharePointForAll.com
Community, betas, announcements, demos, forums, team blog
Migration Manager Reorg Wizard Beta
Restructure your SharePoint Information Architecture

Joel’s Blog – http://www.sharepointjoel.com
SharePoint Governance Resources
http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx
CodePlex Governance Tools
http://www.codeplex.com/governance
Join a SharePoint User Group!

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
Quest Web Parts
Enable rapid development of SharePoint applications
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

© 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.

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

by Joel Oleson

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