Your SlideShare is downloading. ×
Best Practices in SharePoint User Management
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Saving this for later?

Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime - even offline.

Text the download link to your phone

Standard text messaging rates apply

Best Practices in SharePoint User Management

3,933
views

Published on

Presented by Dux Raymond Sy …

Presented by Dux Raymond Sy
SPTechCon Boston 2010

Published in: Technology

0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
3,933
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
103
Comments
0
Likes
2
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Best Practices in SharePoint User Management Dux Raymond Sy, PMP Recorded presentation: http://vimeo.com/16145876
  • 2. Twitter: @meetdux #sptechcon #spum Presentation Objectives ¡  In this presentation, you will learn how to best manage SharePoint users ¡   In addition, you will learn ¡  The fundamentals of SharePoint site membership ¡  Effective techniques in identifying user communication and information needs ¡  How to map communication plan to SharePoint site membership ¡  SharePoint user management process
  • 3. Twitter: @meetdux #sptechcon #spum Facilitator: Dux Raymond Sy, PMP ¡  Managing Partner, Innovative-E, Inc. ¡  Author, “SharePoint for Project Management” by O’Reilly Media ¡  For more information, connect with Dux ¡  E-Mail: dux.sy@innovative-e.com ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com
  • 4. Twitter: @meetdux #sptechcon #spum Agenda ¡  Managing SharePoint Users is a Double-Edged Sword ¡  The Basics of SharePoint Site Membership ¡  5 Key Steps to Managing SharePoint Users ¡  Summary
  • 5. Twitter: @meetdux #sptechcon #spum Sound Familiar? “I can’t upload to the Shared Documents library!” “Since you bought me dinner last night, sure, I can grant you Full Control permission.” “Nobody knows who has access to what in our SharePoint environment”
  • 6. Twitter: @meetdux #sptechcon #spum Agenda ¡  Managing SharePoint Users is a Double-Edged Sword ¡  The Basics of SharePoint Site Membership ¡  5 Key Steps to Managing SharePoint Users ¡  Summary
  • 7. Twitter: @meetdux #sptechcon #spum Who Can Access SharePoint Sites? ¡  SharePoint sites are intended for a community of users ¡  Site Membership is defined ¡  During site creation ¡  Even after the site is created ¡  In order to be added as a site member, a user has to be added to SharePoint first ¡  SharePoint users can come from various sources known as authentication providers ¡  Authentication providers are defined from SharePoint Central Administration
  • 8. Twitter: @meetdux #sptechcon #spum Authentication Providers Windows FBA Web SSO OpenID OAuth FB Connect SharePoint Site 1 Site 2 Site 3
  • 9. Twitter: @meetdux #sptechcon #spum Site Membership ¡  How are site members added? ¡  Manually by site owner ¡  User request ¡  What are SharePoint groups? ¡  A convenient way to manage groups of people within a site or who collaborate frequently on many sites in a site collection ¡  How are user permissions defined? ¡  Site permissions ¡  Library/List Permissions ¡  Item-level permissions
  • 10. Twitter: @meetdux #sptechcon #spum Site Access SharePoint Site Shared Documents Calendar Performance Eval Meeting Tasks Dux Members Jerry Elaine George Cosmo C R C No Access
  • 11. Twitter: @meetdux #sptechcon #spum Agenda ¡  Managing SharePoint Users is a Double-Edged Sword ¡  The Basics of SharePoint Site Membership ¡  5 Key Steps to Managing SharePoint Users ¡  Summary
  • 12. Twitter: @meetdux #sptechcon #spum Communication Planning is Key ¡  Determining communication needs and mapping to site access are essential ¡  Both incoming and outgoing ¡  Site owners/managers are responsible 1.  Identify communication requirements 2.  Group site users 3.  Map communication requirements to site permissions 4.  Enforce permission change management 5.  Document & maintain site access information
  • 13. Twitter: @meetdux #sptechcon #spum #1 Identify Communication Requirements ¡  Program Manager ¡  Regular e-mail updates on project milestones and risks ¡  Comptroller ¡  Reviews and updates any change to project finances ¡  Compliance Office ¡  Monitors project process compliance ¡  Reviews and updates project risks ¡  Other Project Managers ¡  Share lessons learned and satisfy continuous improvement process ¡  Read only access to project documents
  • 14. Twitter: @meetdux #sptechcon #spum #2 Group Site Users User Site Group Program Manager Owners Members Visitors Comptroller Owners Members Visitors Compliance Office Owners Members Visitors Other PMs Owners Members Visitors
  • 15. Twitter: @meetdux #sptechcon #spum #3 Map Communication Requirements User Issues Tasks Project Docs Calendar Visitors R R R R Members C C R C FC = Full Control D = Design C = Contribute R = Read
  • 16. Twitter: @meetdux #sptechcon #spum #4 Enforce Permission Change Management Permissions Change request Analyze Log details Inform originator Site Manager decisionGather info Yes No Later Change Permission Schedule Review Log
  • 17. Twitter: @meetdux #sptechcon #spum #5 Document & Maintain Site Access Info
  • 18. Twitter: @meetdux #sptechcon #spum Agenda ¡  Managing SharePoint Users is a Double-Edged Sword ¡  The Basics of SharePoint Site Membership ¡  5 Key Steps to Managing SharePoint Users ¡  Summary
  • 19. Twitter: @meetdux #sptechcon #spum Resources ¡  Screencast: A Primer to SharePoint Security http://bit.ly/spsecurity ¡  Video: Managing SharePoint 2007 Site Permission http://bit.ly/d2oNOw ¡  Workbook: Site Creation Rights Governance Theme http://bit.ly/b590nE
  • 20. Twitter: @meetdux #sptechcon #spum Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux Your feedback will be greatly appreciated http://meetdux.com/feedback
  • 21. Thank You!