8154.SharePoint Operational Governance

8/4/2019 8154.SharePoint Operational Governance

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SharePoint Operational Governance

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About the Speaker

Dan LewisSenior Consultant, Microsoft CorporationU.S. Enterprise ServicesConsulting for IT OperationsMCITP, MCTS, MCAD, MOF

Email: [email protected]: www.sharepointcomic.comTwitter: @sharepointcomic


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Poll

Does your organization have a governance plan in place forMicrosoftSharePoint ?

a. We have one and adhere to the plan.

b. We have one but do not follow it.

c. We are in the process of creating a plan.d. We do not have a governance plan.


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SharePoint and Governance Background


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Microsoft SharePoint Server 2010

Logging service

SharePoint search

FAST

Microsoft Office Web Apps

Microsoft Excelcalculation

Microsoft Visio

Microsoft Access

Sandboxed

User profile

Managed metadata

Web analytics

Business connection

Microsoft InfoPathforms

Conversion

Microsoft PerformancePoint

Workflow capabilities


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SharePoint IT Service

Business goals

Services offered

Users

Service level agreements (SLAs)

Architecture

Team

Management

Once your IT service is defined, the governance plan willassist you in managing the IT service


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Why Do We Need Governance?

Governance is the set of policies, roles, responsibilities,and processes that guides, directs, and controls how anorganization's business divisions and IT teams cooperateto achieve business goals

Avoid a SharePlosion


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Where Do We Start?

Create a SharePoint governance committee of differentstakeholders:

Compliance officers

IT managers

SharePoint administrators Development lead

Business leaders

Executive stakeholders

Work through the different components of a SharePointgovernance plan


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Components of a SharePoint Governance Plan

Vision statement

Roles and responsibilities

Guiding principles

Governance policies and standards:

Information governance

Customization

Security

Operations

Custom


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Vision Statement


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Vision Statement

Describes what you want to achieve with your SharePointenvironment

Answers what value is being delivered

Serves as guidance when you define the governance policies

Does this decision align with our vision statement?

Revisit the vision statement often during the development of agovernance plan to remain on track

Example: Establish a collaborative culture that encouragesknowledge sharing through standards-based capabilitiesacross all departments and divisions of Company XYZ.


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Roles and Responsibilities


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SharePoint Role . . . or Roles?


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Roles and Responsibilities

Describe how a role or group is responsible for ensuringthe SharePoint IT service is successful

Identify who are the decision makers

Can be at the business level, farm level, or site level

An individual is typically in more than one role in smallerenvironments


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Typical Roles and Teams

Teams: SharePoint development team

SharePoint administration team

Windowsadministration team

Microsoft SQL Server

administration team Roles:

Executive sponsor

Business owner

SharePoint farm administrator SharePoint site administrator

SharePoint user


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Poll

How many members are in your organizations SharePointadministration team?

a. 1

b. 2 to 5

c. 6 to 10d. 10 or more


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Guiding Principles


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Guiding Principles

Support the vision statement Default preference for making decisions

Support the organizations standards and best practices

Can fall into different categories:

Content, security, operational, design

Examples:

Classified information will not be stored in ContososSharePoint environment

Only out-of-the-box functionality will be used

Approved master-page layouts will be usedthroughout the Contoso intranet


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Governance Policies


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Governance Policies and Standards

Policies are the definition of rules to be followed whenusing SharePoint

Standards are the description of a standardized bestpractice method of something specific in SharePoint

Policies and standards cover the following areas:

Information

Development

Deployment

Security

Operations

Support

Customizations


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Information Policies

Quota templates Site structure

Self-service provisioning

Permissions management

Site templates

Workflows

Sandboxing

Records management

Metadata services

Publishing


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Information Policies Across Sites

Different types of sites frequently require differentgovernance policies

Published sites typically have greater governance overinformation than team sites, collaboration sites, and My

Site websites Each type of site should have a specific governance plan


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Development and Deployment Policies

Development: Development environment

Including tools that can be utilized

Design principles

Lifecycle

Branding

Sandbox solutions

Deployment:

Methods

Packaging

Updating

Support


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Development Life Cycle

Use separate environments Test, test, test

Track changes


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Security Policies

System administration Farm administration

Permissions

Environment access

Service account passwords

SharePoint Designer

Web application


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Operations Policies

Farm administration SharePoint audits

Site collection

Server updates

SharePoint updates Database maintenance

Log files

Backup and recovery

Monitoring


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Service Level Map


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Service Map Example


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What Does a Service Map Tell Us?

It tells about the: Hardware streams that make up a service

Application streams that make up a service

Types of settings that are needed for the service to

function Supporting services that are needed to ensure that

the service stays available

Customers of the service

Owners of the critical pieces within the service chain


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The Benefits of a Service Map

A service map allows the organization to: Perform a business impact analysis

Build SLAs, operational level agreements (OLAs), andunderpinning contract service requirements (UCs)

Speak in business terms Have accurate availability planning

Determine dependencies for service continuityplanning

Complete release planning efficiently Conduct problem management effectively


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Questions and Answers

Submit text questions by using the Askbutton Dont forget to fill out the survey

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Additional Information


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Key Governance Resources

TechNet: SharePoint Governance Resource Center http://technet.microsoft.com/en-

us/sharepoint/ff800826.aspx

Governance model for SharePoint Server 2010 (diagram)

http://www.microsoft.com/downloads/details.aspx?FamilyI

D=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701 Governance planning (white paper)

http://technet.microsoft.com/en-us/library/ff848257.aspx

Governance implementation (white paper)

http://technet.microsoft.com/en-us/library/ff969355.aspx

SharePoint Server 2010 operations framework and checklists(white paper)

http://technet.microsoft.com/en-us/library/gg277248.aspx
http://technet.microsoft.com/en-us/sharepoint/ff800826.aspxhttp://technet.microsoft.com/en-us/sharepoint/ff800826.aspxhttp://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://technet.microsoft.com/en-us/library/ff848257.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/gg277248.aspxhttp://technet.microsoft.com/en-us/library/gg277248.aspxhttp://technet.microsoft.com/en-us/library/gg277248.aspxhttp://technet.microsoft.com/en-us/library/gg277248.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/ff969355.aspxhttp://technet.microsoft.com/en-us/library/ff848257.aspxhttp://technet.microsoft.com/en-us/library/ff848257.aspxhttp://technet.microsoft.com/en-us/library/ff848257.aspxhttp://technet.microsoft.com/en-us/library/ff848257.aspxhttp://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701http://technet.microsoft.com/en-us/sharepoint/ff800826.aspxhttp://technet.microsoft.com/en-us/sharepoint/ff800826.aspxhttp://technet.microsoft.com/en-us/sharepoint/ff800826.aspxhttp://technet.microsoft.com/en-us/sharepoint/ff800826.aspx


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Speaker Contact Information

Dan LewisSenior Consultant, Microsoft CorporationUS Enterprise ServicesConsulting for IT OperationsMCITP, MCTS, MCAD, MOF

Email: [email protected]: www.sharepointcomic.comTwitter: @sharepointcomic


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2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

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