Share Point Best Practices Conference Hild


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Share Point Best Practices Conference Hild

  1. 1. Enforce Governance by Provisioning Sites with Workflows<br />
  2. 2. Ed Hild<br />Microsoft<br /><br /><br />Technology Architect at the Microsoft Technology Center. Author of Pro SharePoint Solution Development. Callout in the SharePoint Best Practices book.<br />
  3. 3. Agenda<br />Review some vocabulary<br />Why managing site provisioning is important<br />Site provisioning examples:<br />Out-of-the-Box Self Service Provisioning<br />Using a Visual Studio .NET workflow<br />Using SharePoint Designer<br />Leveraging the Out-of-the-box workflows<br />Review<br />
  4. 4. Vocabulary:Site versus Site Collection<br />Customers<br />Customer A<br />Customer B<br />Customer C<br />Project 1<br />Project 2<br />Project 3<br />Project 4<br />Project 5<br />
  5. 5. Vocabulary:Important facts about site collections<br />Can be provisioned at a managed path<br />Content must reside within a single content database<br />Supports quotas<br />Defines an inheritance tree for security<br />Supports site use confirmation and deletion<br />A<br />B<br />C<br />1<br />2<br />3<br />4<br />5<br />DB<br />
  6. 6. Vocabulary:Questions to ask yourself<br />At what level will quotas be maintained?<br />Are there different SLAs for different customers?<br />Do we need to distribute content across content databases?<br />Do I have to prevent accidental access across customers or projects?<br />Will the customer sites require their own developed web parts?<br />What will the naming conventions be for URLs?<br />
  7. 7. Worst Practice:ie What not to do<br />Don’t build out your taxonomy without answering the previous questions.<br />You may have difficulty meeting SLA<br />Backup and Recovery procedures may be untimely<br />You could run into scalability problems<br />You may not be able to use OOB capability to help you identify stale content <br />You may not be in a position to enforce governance policies<br />
  8. 8. Vocabulary:Out-of-the-Box Provisioning Controls<br />Site Collections<br />Self service site creation<br />Turned on or off in Central Admin for a Web Application<br />Allows user to create site collections within managed paths<br />Allow user to specify title, URL, and template<br />Sites<br />Permissions granted within the top-level site<br />Allows user to specify title, URL, and template<br />
  9. 9. Self-service site provisioning<br />Best Practice: Configure self-service site provisioning to create site collections for ad-hoc collaboration processes.<br />
  10. 10. Vocabulary:Defining Governance<br />“Governance develops and manages consistent, cohesive policies, processes and decision-rights for a given area of responsibility.”<br />“Governance makes decisions that define expectations, grant power, or verify performance.”<br /> 1/24/2008<br />
  11. 11. Envisioning a Better Way<br />Enable the user to self provision sites but in a constrained way particular to their business process<br />URL naming convention<br />Selection of template<br />Different approval paths<br />Control security settings<br />Audit log<br />Allow the environment to support different provisioning processes<br />
  12. 12. Provisioning with a VS.NET Workflow<br />Developers can use Visual Studio to create workflows that define a process for site provisioning adding approvals, auditing, and control.<br />
  13. 13. Key Concepts<br />VS.NET developers can construct a workflow made up of activities<br />Built using MOSS SDK template if using VS.NET 2005 or the VSTO template in VS.NET 2008<br />A code activity can create site collections<br />Best Practices:<br />Use the Contact helper class <br />RunWithElevatedPrivileges<br />Deploy as a Solution/Feature<br />
  14. 14. Provisioning using SharePoint designer<br />SharePoint Designer can be extended to provide site collection administrators the ability to define workflows for the creation of sub-sites.<br />
  15. 15. Key Concepts<br />Developers can deploy new activities that will integrate into SharePoint Designer<br />SharePoint Designer workflows are built “in production” <br />SharePoint Designer workflows are built against a specific list or library<br />Best Practice:<br />Incorporate SPD workflows as point solutions created by end-users not enterprise-wide workflows<br />
  16. 16. Provisioning using out-of-the-box workflows<br />You can simplify supporting multiple provisioning processes by leveraging the Out-of-the-Box workflows and extending them with an extra step.<br />
  17. 17. Key Concepts<br />You can’t modify the code of the OOB workflows<br />Best Practices:<br />Analyze perspective workflows to see if you can generalize them to this OOB+ pattern<br />Use the Content Approval flag to know when an OOB workflow has completed and then an event handler<br />Storing the provisioning settings externally in another list adds flexibility<br />
  18. 18. Review<br />Most organizations want to add control to how sites and site collections get created<br />URL naming convention<br />Selection of template<br />Different approval paths<br />Control security settings<br />Audit log<br />Workflows can support process for provisioning<br />
  19. 19. Resources<br />Governance Information for SharePoint Server 2007<br />Provisioning a site collection with a custom VS.NET workflow<br />Custom filter provider web part<br />Building Custom Activities for Use in SharePoint 2007<br />Leveraging Out-of-the-Box workflows for site provisioning<br />
  20. 20. Resources<br />
  21. 21. Thank you for attending!<br />Please be sure to fill out your session evaluation!<br />
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