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January 31 2012

Governanceor

How to Tame SharePoint 2010

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Matt TinklerCO-FOUNDER AND CIO

Tyler BithellChief Technical ArchitectPORTALS

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Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Sites

Composites

ContentInsights

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Confidential Property of B2B Technologies

What is Governance?

• Governance is an ever evolving process by which SharePoint Owners and Users can insure that they get the most out of their SharePoint Environment.

• A Governance Plan is a detailed usage and management tool that, if implemented properly, will help organizations maximize ROI.

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WHY GOVERNANCE?PREVENT SPRAWLIMPROVE USER ADOPTIONORGANIZE DATAPROTECT SENSITIVE DATA SAVE BANDWIDTHSLEEP AT NIGHT

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Components of Governance

People Policies Processes Technology

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INFRASTRUCTURE EXPERT – Farm setup, Installation, Backup, Monitor, SSO

GRAPHIC DESIGNER – Custom Theme, Masterpage design, CSS, Style guide, image library

BA CONFIGURATOR – UX, Taxonomy\Template design, build-out

DEVELOPER – Web services, Custom Web parts, Legacy system integration, JQuery

TRAINER – Admin & End User training, group & webinar

5 SharePoint Roles

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People

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Barebones Governance

• Basic Taxonomy (sitemap): Project sites never part of navigation

• Simple Sizing: 50 MB to 500 MB per user

• Groups in AD for SharePoint Security

• Only Site Owners (or IT) provision new sites

• Backups (minimum weekly)

• Minimal Training

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Enterprise Governance Plan

• A living document that outlines and defines:• Organizational vision and goals for the SharePoint

Portal• Guiding Principles• Policies and procedures defining

• Content management• Security• Operational maintenance and management• Change control

• The roles and responsibility of each type of user within your organization

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Confidential Property of B2B Technologies

Table of Contents

Introduction .................................................................................................................... 1

Audience ............................................................................................................................................ 2

Business Goals ................................................................................................................. 3

Technical Strategy ........................................................................................................... 4

Teams.............................................................................................................................. 5

Strategy Team .................................................................................................................................... 5

Tactical Team ..................................................................................................................................... 6

Governance Policies ......................................................................................................... 9

Information Governance Policies ................................................................................................ 10

Quota Templates ........................................................................................................................................... 10

Site Structure ................................................................................................................................................ 11

Self-Service Provisioning ............................................................................................................................... 11

Permissions Management ............................................................................................................................. 11

Asset Classification (Data Security) ............................................................................................................... 12

Lifecycle Management .................................................................................................................................. 12

Branding and Templates ............................................................................................................................... 12

Data Protection ............................................................................................................................................. 13

Customization Policy ..................................................................................................................................... 13

Site Templates ............................................................................................................................................... 13

Workflows ..................................................................................................................................................... 14

Sandboxing .................................................................................................................................................... 14

Records Management ................................................................................................................................... 15

Metadata Services ......................................................................................................................................... 15

Fluid Application Model ................................................................................................................................ 16

External lists .................................................................................................................................................. 17

Microsoft Business Connectivity Services (BCS) ............................................................................................ 18

Language Support ......................................................................................................................................... 18

Publishing ...................................................................................................................................................... 19

Development, Deployment, and Support Governance Policies ...................................................... 19

Development Environment ........................................................................................................................... 20

Design Goals .................................................................................................................................................. 20

Development Process ................................................................................................................................... 20

Versioning and Source Control ..................................................................................................................... 21

Deployment Method ..................................................................................................................................... 21

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Custom Governance Plan

In addition to all the things covered in barebones…

• Develop pro-active roadmap• Size portal using sizing calculator• Establish Site Collection quotas• Develop a look & feel style guide (w\icon library)• Set document retention policies• Set meta data policies• Recommend AvePoint for backups + monitoring• And more…

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Creating the Governance Plan