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How to Effectively Govern your SharePoint Content, Deployments, and Developer Customizations

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Pragmatic guidance to SharePoint governance!

Pragmatic guidance to SharePoint governance!

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  • 1. HOW TO EFFECTIVELY GOVERN YOUR SHAREPOINT CONTENT, DEPLOYMENTS, AND DEVELOPER CUSTOMIZATIONS SHAREPOINT DEPLOYMENTS CAN BE DIFFICULT TO MANAGE, ESPECIALLY IF YOU HAVE A LOT OF CONTENT. CHAOS CAN REIGN, ALL THE WAY FROM CONTENT FINDABILITY, TO ENVIRONMENT CONSISTENCY AND STABILITY, AND HOW TO BEST COORDINATE YOUR TEAM. THE SOLUTION LIES WITH IMPLEMENTING GOVERNANCE BEST PRACTICES AND GOOD, CLEARLY DEFINED LEADERSHIP. COME LEARN HOW TO CONTROL THE CHAOS! Phil Wicklund SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 2. About Me? Training & Certifications: • MCTIP: SharePoint 2010 Administration • MCPD: SharePoint 2010 Development • Microsoft’s SharePoint Masters Training (Redmond, WA) Other Notable Experience: • Published Author on SharePoint 2010 (SharePoint 2010 Workflows in Action) • National Speaker at SharePoint Conferences (The Experts Conference-LA, SharePoint Technology Conference-San Fran, TechFuse-MN, SharePoint Saturdays) • SharePoint Blog: www.philwicklund.com About Me: Over 6 years of experience SharePoint Architecture Experience, trained SharePoint architecture and development classes for nationally renown SharePoint- focused training organization.
  • 3. Agenda  Common Pain Points (End Users/Admins, & Architects/Devs)  Governance Strategies  Managing “12 Hive” Customizations  Code Promotion Techniques  Instructor Led Demonstration  New Visual Studio project  Simulate common 12 Hive modifications, including demonstrating how to:  Build a “Hello World” .NET web part  Wrap that web part with a Feature  Add custom actions into the UI  Deploy these customizations with a SharePoint Solution Package  ConclusionSharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 4. Common Pain Points  Findability  Maintaining an Information Architecture  Viral Growth  Retention  Security & Risk Management  Adoption  Training/Support  Capacity Monitoring  Lack of Vision / Quagmire  Version Control  Overwriting Work  Front End Consistency  Team Member Consistency  Too Few Environments   Stability/Promotability  What Changed, Why, and When Administrators / Power End Users Architects / Developers SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 5. Administrative Pain Points? SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 6. Environment Governance Strategies  WHAT areas need to be governed?  Taxonomy / Information Architecture  Physical Infrastructure & Platform Services  HOW will we govern?  How will we hold ourselves accountable?  WHO will it be governed by?  What Roles are in Play?  What skills are needed?  WHY are we doing this?  End user adoption… (ROI) SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 7. WHAT: Taxonomy & IA  The BIG 3:  Who are our users?  What are they trying to do?  How will they do it?  Information Architecture – Where does this go?  Document Compliance (security & retention)  Search (Best bets, keywords, usage, relevancy)  Standards, Templates, and Site Versioning  New Site Request Management (Viral Growth)  Support Tiers SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 8. WHAT: Infrastructure  Goal: Environment Governance Plan  Stability  Consistency  Promotable  “Too few Environments”  Content Database Scaling & Monitoring  “Technical Taxonomy”  Server Load (CPU, Memory, Local Disk, etc.)  Disaster Recovery  Customizations  Documentation
  • 9. HOW: Board(s) of Governors Adoption Starts Here! • Who? What? How? • Vision Statement • Championship • Product Roadmap • IRM • Policies • Findability • Taxonomy • Capacity • Disaster Recovery • Training / Support • Customizations • Project Execution • Content Good/Bad • Q&A • Best Practices • Demonstrations
  • 10. WHO: Roles & Responsibilities  Product Manager  Content Managers  Product Manager  Technical Architect  Database Architect  Findability Architect  Compliance Architect  Change Manager  Training Manager  Support Manager Board of Content ManagersIT Governance Board Policy Governance Board  CIO  Product Manager  Enterprise Risk Management  Business Stakeholders SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 11. WHO: What Skills are Needed? Level 0 (End Users) • Uploading Documents • Discussion Boards • MySites • Tasks & Issues • Calendaring • Blogs • Search Level 1 (Content Managers) • Level 0 plus… • Creating Sub sites & pages • OOB Web Parts • OOB Workflows • Templates • Site Administration • Managing Security Level 2 (Product Manager) • Level 1 plus… • “Theory” and “Why” • Trainer Acumen • OOB vs. Custom • SharePoint Designer Workflows • Site Collections Level 3 (Architect) • Level 2 plus… • .NET Developer • ASP.NET Experience • SharePoint Development Experience • Custom Web Parts • Branding Dev. • Workflow Dev. SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 12. WHO: What Skills are Needed? Level 1.5 (Compliance Architect) • Level 1 plus… • “Theory” behind security • Broken Inheritance • Central Admin Policies • Security Auditing • Search Security Level 2.5 (Findability Architect) • Level 2 plus… • Search Center • Crawler settings • Content Sources • Search Scopes • Best Bets • Usage Analysis • Noise Words • Search Security SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 13. WHY: Phil’s Phantastic Phormula Phor Success  if (Leadership == true) { if (Governance == true) EndUserAdoption = true; } if (EndUserAdoption == true) ROI = true; if (ROI == true) SUCCESS = true; // !!!!
  • 14. Circling Back…  Findability (I)  Maintaining Taxonomy (I)  Viral Growth (C)  Retention (P/I)  Security (I)  Risk Management (P/I)  Adoption (P/I/C)  Training/Support (I/C)  Capacity Monitoring (I)  Lack of Vision (P)  Quagmire (P) Pain – Point SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 15. Developer Pain Points?  Version Control  Overwriting Work  Front End Consistency  Team Member Consistency  Stability/ Promotability  What Changed, Why, and When – Rollback?
  • 16. INSTRUCTOR LEAD DEMONSTRATION Using Visual Studio to deploy SharePoint Customizations SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAConsulting.com
  • 17. Conclusion…  Phil’s Phive Phindings… 1. Identify your vision, roadmap, and risks 2. Identify appropriate roles & accountabilities 3. Govern 1 & 2 accordingly 4. Budget for Dev and Test environments 5. Use Solution Packages for code deployments SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAconsulting.com
  • 18. QUESTIONS & COMMENTS Phil Wicklund SharePoint FREEWARE www.PhilWicklund.com SharePoint CONSULTING www.RBAConsulting.com

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