Griffon Solutions Introduction To Share Point Administration And Governance

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High level overview of how to manage and govern SharePoint

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Griffon Solutions Introduction To Share Point Administration And Governance

  1. 1. World Class Web Solutions INTRODUCTION TO SHAREPOINT GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM MARCH 9, 2009 THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  2. 2. INTRODUCTION TO SHAREPOINT Agenda SharePoint Administration Overview  Membership and Role Providers  Logical Administration Levels  Farm Administration  Site Collection Administration  Site Administration  List and Library Administration  Workflows  The Importance of Best Practices  Governance  MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  3. 3. INTRODUCTION TO SHAREPOINT SharePoint Administration Overview SharePoint is designed to be flexible and allow multiple ways of  authenticating and authorizing users Authentication and Authorization uses the new standard .NET Provider  model = increases flexibility It is also intended to offload the burden from the IT Team onto end users  – therefore it has to allow delegation of administration The logical concepts in SharePoint – site collections, sites, lists, libraries,  and pages – can all be individually managed by non-technical people OOTB Workflows even allow basic content approval for publishing  SharePoint manages its own groups, allowing staff to self-provision user  permissions Information Management policies can be enforced to handle auditing  and usage, and there is full logging MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  4. 4. INTRODUCTION TO SHAREPOINT Membership and Role Providers Authentication and Authorization uses the new standard .NET Provider  model – Membership and Role Providers OOTB SharePoint uses the Active Directory providers. SharePoint can also  use Kerberos and Windows NT accounts, SQL Server database, and Web Single SignOn (SSO). Other Forms Based Authentication (FBA), ADAM, and LDAP integration  are possible Configurations are done in the web.config of each application = a little  manual In Central Administration you can set up different authentication “zones”  for a web application to support multiple authentication types (example for an Extranet or Internet) Shared Service Provider can import user profiles via these providers  These profiles can be added to SharePoint Groups  MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  5. 5. INTRODUCTION TO SHAREPOINT Logical Administration Levels The following are the major administration levels in SharePoint:  Central Administration – manage the whole farm  Shared Service Provider(s) – groups related settings like  search Site Collection – Settings for toplevel site and all subsites  Site – Manage settings for an individual site and its elements  Page – Each page can be customized  Lists and Libraries – Permissions, metadata, and content  approval Workspace – Documents can have workspaces (= a site)  MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  6. 6. INTRODUCTION TO SHAREPOINT Farm Administration A SharePoint Farm is a collection of servers connected to each other  Farm Administration manages the settings for all of these in 2 logical  levels: Central Administration – manage the whole farm  Shared Service Provider(s) – groups related settings like search  settings or profile imports In Central Administration you can specify the Farm Administrators  Service Accounts are used to run SharePoint services  Automatic Jobs are run on a schedule set by an administrator  Farm Admins can backup and restore entire content databases  IM Policies, Auditing, and Logging settings are specified here  MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  7. 7. INTRODUCTION TO SHAREPOINT Site Collection Administration Each Site Collection can have its own unique settings  Each Site Collection has its own gallery for web parts, master pages, and  site and list templates Features can be turned on or off individually for an entire site collection  Metadata (Site Columns and Content Types) can be managed at the root  Site Collections have a recycle bin for administrators to restore  accidentally deleted content When setting up a new site collection, you have to specify a primary and  secondary administrator Several groups are created OOTB including Viewers, Contributors, and  Owners. Unused site collections can be set to automatically be deleted to free up  space MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  8. 8. INTRODUCTION TO SHAREPOINT Site Administration Each Site can have its own unique settings but will usually  inherit the parent site collection’s settings by default Each Site has its own pages and lists  Features can be turned on or off individually for a site  Metadata (Site Columns and Content Types) can be managed  at the site level too When setting up a new site, you have to specify a site owner  A site is created using a Site Definition (OOTB) OR a Site  Template (OOTB Site Def + customizations) MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  9. 9. INTRODUCTION TO SHAREPOINT List and Library Administration Lists and libraries are created automatically if the site  definition or template includes them. You can always manually add a new list or library Security is inherited from the site level but can be  customized. Per item security is available Users can have permission to read content in a list,  contribute to it (modify content), or manage the list settings Views can be created or customized to show or hide list  columns Settings on a list can include available workflows,  searchability, alerts, and RSS Feeds MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  10. 10. INTRODUCTION TO SHAREPOINT Workflows OOTB Workflows can be used to handle approval and  delegation tasks Available workflows include content publishing approval  (including for web page content) and translation Many people use workflow created in Visual Studio,  SharePoint Designer, or a 3rd party workflow solution to enhance the administration of SharePoint MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  11. 11. INTRODUCTION TO SHAREPOINT The Importance of Best Practices “Best Practices” refers to the fact that in SharePoint there  are many ways to do something, but some ways are better than others Best Practices are encouraged because they avoid common  technical impediments and increase the chance of future modifications being successful Best Practices tend to be created by the SharePoint  community through trial and error, and require discipline to research and apply them Each year there is a dedicated Best Practices Conference and  many blogs speak about these and share their learning MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  12. 12. INTRODUCTION TO SHAREPOINT Governance “Governance” is a Best Practice. It is considered critical to the  best use of a portal It refers to the process of establishing and following a set of Best  Practice policies for managing a SharePoint Farm Examples of Governance topics include: End user training and  support, establishing portal disaster recovery procedures, and content approval and archiving guidelines Governance is usually managed by a top-level team who help  decide what policies will be applied, and how Governance varies for each organization as it is very Business-  focused rather than technical Governance Lifecycle - ongoing process often predating the  creation of the SharePoint Portal and ending after the Portal’s end of life MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE
  13. 13. INTRODUCTION TO SHAREPOINT Summary SharePoint Administration occurs at different levels  Farm, Site Collection, Site, Page, List / Library, Workspace  Authentication and Authorization model is very flexible and  relies on native .NET Provider Model Administrators have lots of control over permissions, look  and feel, and functionality of a portal Workflows can be used to manage content  Best Practices are important for best results with a portal  Governance is a Best Practice that is critical to a portal’s  success MARCH 9, 2009 GRIFFON SOLUTIONS | WWW.GRIFFONSOLUTIONS.COM | INFO@GRIFFONSOLUTIONS.COM THIS CONTENT IS LICENSED UNDER CREATIVE COMMONS 3.0 ATTRIBUTION-SHAREALIKE

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