governance
DESCRIPTION
GovernanceTRANSCRIPT
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Gouvernance
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From Chaos to Corporate Governance: 10 Steps for Success
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What is Chaos? What is Governance?
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• Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them
• Server Proliferation – IT doesn’t meet needs of my dept.– How long does it take to create a site for a project?
• Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document?
What is Chaos?
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Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
SharePoint Governance5
Source: The Burton Group
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SharePoint Governance• People
– Roles and responsibilities
• Process– How to accomplish common tasks such as creating a
new site or requesting new business requirements
• Technology– Leveraging the features to enforce policies through
technology
• Policy:– Collection of principles - What site owners,
designers, developers should / shouldn’t do
6
Source: The Burton Group
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1) Exec Sponsor 2) Governance Plan: Clear Goals, Vision, Mission and
Metrics3) Skilled Team(s)4) Training5) Service Definition & Service Model6) Easy to search and discover: Information Architecture7) Standards and Policies8) (ITIL/MOF) Configuration and Release Management
Processes9) Culture and Adoption10) K.I.S.S.
10 Steps to Ensure Success
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Exec Sponsor
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Governance Plan: Clear Goals, Vision and Mission Statement
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Governance Goals and Vision
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Skilled Team(s)& Training
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SharePoint Specialist Skills
BusinessIntelligence
BusinessForms
SearchContent
Management
Collaboration
PortalPlatformServices
SharePoint Infrastructure
Specialist
SharePoint Architect
SharePoint Creative Designer
SharePoint Business Analyst
SharePoint Developer(s)
SharePoint Trainer
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Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”
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Must Have Training & Resources• IW/KW Site Collection Administrator Training * – Most
Important (Champs, Gurus, Pros) 1 day• Train key IT Pros, developers, designers –
(1 week typical, add incentive for certification)• Brown Bags and Informal Internal end-user training for
business processes• Service Offering Site: Online Resources
– Training CBTs, Videos, FAQs– Policy References, Education site with tutorials and
manuals– End User Training Kit
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Service Definition & Service Model
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Containment Hierarchy
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Tiered Service Offerings/Hosting
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Two Types of Service Models
Ou
t of th
e b
ox
Cu
stom
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Commodity Hosting ExamplesServiceServiceOfferingOffering
Adhoc Structured
Short term Long term
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10 Steps to Ensure Success
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Easy to search and discover: Information Architecture
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Portal Information Arch exampleBuild initial site architecture and delegate
HomeHome
PayrollPayroll
SupportSupportT & E T & E
R & DR & D TrainingTraining
ExecutiveExecutive SalesSalesFinanceFinance ProductionProduction ITIT Customer Support
Customer Support
BODBOD
Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators
Source: The Burton Group
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Commodity + Application Hosting Model
Permanent Central PortalEnterprise SearchEnterprise Browse
CorporateBusiness TaxonomyWith DivisionalStakeholders
PerUser
Ad Hoc SelfServicew/ Life CycleManagement
Permanent Division PortalsBusiness Process Division News, ScorecardsGroup Reporting
Semi StructuredGroup, Team, ProjectSites and Workspaces
Blogs, bios, Social
CentralCentralPortalPortal
ServiceServiceOfferingOffering
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Structured vs. Unstructured Data
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Multi Deployment/Global Model
Incremental Indexingover the WAN
(Federated Search coming soon)
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Building a Service Offering• At what level do I enable self service?
– Where do I want IT to Step In.
• What quota should I allow?• How will data or sites be expired?• How will I provide search or browse?• How does my support scale and support
customizations?
Adhoc Structured
Self
Serv
ice
Sm
alle
r Q
uota
Q
uick
er E
xpira
tion
O
OB
IT P
rovi
sion
ed
La
rger
Quo
ta
P
erm
anen
t
Su
ppor
ted
Dev
env
.
$
$$ C
harg
e Ba
ck
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Supportability Models
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local local InfrastructureInfrastructure
(On premise)(On premise)
Hosted Hosted InfrastructureInfrastructure(cloud or outsourced)(cloud or outsourced)
IT IT InfrastructureInfrastructure
(On premise)(On premise)
Where are you going today?
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Configuration and Release Management
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Process Models for Dev Life Cycle
Release ManagementConfiguration ManagementOperations Monitoring, Security & Patch ManagementCommunications & Service ManagementCode Propagation Testing & Deployment
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SharePoint Tips You Must Know• PACKAGE IT! Features & Solution Deployment
Packages will ensure basic process• Source MUST BE Packaged .wsp or DENY
– Best way to push and manage deployed code– Test, test, test - Be sure to see what happens after
you use it, then remove it– Even Configuration can be pushed via features &
solutions• http://www.codeplex.com/spconfigurator
• Consider virtual environments for Dev, Test/UAT
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Reduce Confusion through Consolidation of 'like' services
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Culture and Adoption
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???
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K.I.S.S.
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• Do you really need that list def, site def, or third party add on?
• Don’t start with BDC and Excel Services requirements if you’re trying to deploy a portal or search…
• Start with Search, it’s an easy win.
Keep It Simple Sharona.
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Resources…
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• Governance Resources on TechNethttp://technet.microsoft.com/en-us/sharepointserver/bb507202.aspx
• Codeplex.com/goverance• Joel’s Blog: http://blogs.msdn.com/joelo• SharePoint Deployment Guide & Essentials
Checklists• SharePoint Planning and Governance
Workshop – Burton Group http://www.burtongroupinstitute.com
Resources
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SharePoint Deployment Essentials & Governance Checklist
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Third Party Management and Governance
• Universal SharePoint Manager 2007 – Farm reporting, Central Management Console, site security analyzer, remove accounts, clone account security
• Quest Site Administrator: enforce global policies, Site Discovery – Freeware for finding servers and sites; SQL & Storage Usage reporting
• Nintex Reporting 2008 – Advanced Usage and Activity reporting for SharePoint. Roles based dashboards for business and IT, built on Silverlight.
• Bob Mixon MVP (Mixon Consulting) – Governance & Information Architecture Training
• Mindsharp.com – OnPath Training, Tools, & Workshops
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Questions?
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Deployment Pre-workSet up a deployment teamWrite up a statement of governanceIdentify key technical requirements
User requirementsInfrastructure and operationalPrimary business processes
Map out high-level site topologyDefine site security standardsDefine design and development standards Write up policies for usageCreate a deployment and rollout plan
– Goal: make it easy for end-users to do the right thing
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Usage Policies
Write up (HR Handbook) Usage Policies– Provide clear instruction on how and when users
should work with SharePoint• What constitutes abuse or misuse of system• How to keep information secure information • When to use SharePoint versus other alternatives
– Provide information on how users can…• Get support and training• Request design and development services• Request new functionality
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Add Servers to the Farm
• psconfig.exe -cmd configdb -connect -server app1 -database SharePoint_Config_Contoso -user contoso\mossfarm -password P@ssw0rd