Establish Proper Portal Management Standards with a ...
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Establish Proper Portal Management Standards with a Winning Governance Strategy
Adolf AlleschCap Gemini Ernst & Young
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What We’ll Cover …
• Setting the stage for portal governance ! The why! The what! The how
• Developing your portal governance framework:Three key steps
• Fourteen tactical governing areas and deployment• Benchmarking your governance model• 7 key points to take home
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What We’ll Cover …
• Setting the stage for portal governance ! The why! The what! The how
• Developing your portal governance framework:Three key steps
• Fourteen tactical governing areas and deployment• Benchmarking your governance model• 7 key points to take home
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Governance: Ensures Certain Behaviors
• Governance:! In its
simplest form, is “who” is responsible for “what,”and the definition of the decision-making processes around the “what”
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Portal in Particular Needs Governance
Portals
are
complex
Portals’
need for
uniformity
IT
program
track
record
Components: Search, BI, unifiers, Web servers, iViews, security
Audience: Employees, suppliers, customers, retirees, etc.
Process: Portal-enabled reengineering
IT program’s success rate?
Business perception of IT investment?
Federated portals, multidivisional access
Intranet, extranet, www.mycompany.com
Portal pinch points (ability to achieve results)
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How Critical Is a Portal Governance Plan?
• User roles• Consistent taxonomy• Content publishing• User experience • Community development• etc.
• No application/content access
• Poor search results• Low readership/knowledge• Low usage• Low collaboration
If you cannot govern: Then:
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Typical R/3 project environment:Same functionality, different users may use
different parts of the system
“Scope of Differences” Within Portals Is Great
HW/SW/DB Instance
Users
HW/SW/DB Instance
Functionality Functionality
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Role-based users
Portal project environment:Must manage multiple service and content providers with
multiple and potentially duplicating/conflicting requirements
HW Infrastructure
SW Licenses
Dev Environment
Portal infrastructure
Portal EPS*
SearchFoundation
servicesInfo
Model Security Collaboration SSO
Pgm Mgmt
T/E Dash Board
Value-added portal services Commty
MgtCorp
CommIntranet
External Access
Corp CommContent
Emp Svces Content
Content …
“Scope of Differences” Within Portals Is Great (cont.)
Roles
*Enterprise Portal Services
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Technical Portal Services
User Mngmt .Service
Audit, Log,Monitoring
Personaliz .Service
SOAP
CachingService
Portal Content Catalog
WorksetsRolesPages LayoutiViews SystemLandscape
NotificationService
RenderingService
LDAP
XML
HTTP/HTTPS
Unification
Database Unifier
Database Unifier
ApplicationUnifiers
Knowledge Management
Real -timeCollaboration
Retrieval&Classif .
ContentMngmt .
WebDAV
ICE
JDBC
FTP
Portal Framework
Browser,Devices
Applications / RepositoriesApplications / Repositories
Role Based Users
Portal Infrastructure
Foundation Services
Value-added Portal Services
Content
What Can Be Governed? At What Level?
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What We’ll Cover …
• Setting the stage for portal governance ! The why! The what! The how
• Developing your portal governance framework:Three key steps
• Fourteen tactical governing areas and deployment• Benchmarking your governance model• 7 key points to take home
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A Portal Governance Framework
Business strategies
Business operating
model
Portal governing principles
Portal roles and responsibilities
Policies and procedures
Portal governing frameworks are derived to enable pursuit of business strategies in the context of an operating model
Organizations are mapped to roles and responsibilities for managing and providing portal systems and services
The necessary rules for the portal are defined in terms of policies and procedures
Portal Governance Framework
• A set of principles is defined in the context of a company’s business strategies and operating model, and is then translated into specific roles, responsibilities, and reporting relationships
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A Portal Governance Framework (cont.)
Businessstrategies
Businessoperating
model
Portal governingprinciples
Portal roles andresponsibilities
Policies and procedures
Portal Governance Framework
…We are a technology leader for product
innovation
…We are autonomous
divisions
…We will govern only common
elements of the portal between
divisions
…Content Management and Taxonomy will be
managed by communities of interest
…Only community stewards
can create indexes
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EnterpriseSteering
Committee
Operations
Corp Business Function
Cross-Business
andFunctionalCouncils
Communities
• Assigned by business leadership• Rotational leadership• Allocate resources• Approve common portal elements:
• Look-and-feel/information model• Technology architecture• Policies/standards/guidelines• Taxonomy of communities
• Content management• Ownership, audience, category of data• Approval
• Modify taxonomy of communities
• Day-to-day operations of portal• Facilitate use and development• Identify nonconforming and duplicated content• Deploy portal access
• Allocate resources• Develop/modify:
• Technology architecture• Look-and-feel/information model• Policies/standards/guidelines • Taxonomy of communities
Portal Governance Organization Hierarchy
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Governance Framework – Sample
Portalgoverning principles
Portal roles andresponsibilities
Policies and procedures
Portal Governance Framework
Only govern
common areas…
Cross BU Council will….
Our policy is….
EnterpriseSteering
Committee
OperationsCorp Business Function
Cross -Business
andFunctionalCouncils
Communities
• Assigned by business leadership• Rotational leadership• Allocate resources• Approve common portal elements:
• Look-and-feel/information model• Technology architecture• Policies/standards/guidelines• Taxonomy of communities
• Content management• Ownership, audience, category of data• Approval
• Modify taxonomy of communities
• Day-to-day operations of portal• Facilitate use and development• Identify non-conforming and duplicated content• Deploy portal access
• Allocate resources• Develop/modify:
• Technology architecture• Look-and-feel/information model• Policies/standards/guidelines• Taxonomy of communities
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Establishing Your Governance Framework
• Three key qualification areas that will drive your framework! Support: centralized or decentralized?! Ownership: insource, outsourcing, co-source?! Portal type: standalone portals, corporate portals, federated
portals?
CorporatePortal
Business 1
Business 2Function
FederatedPortal
Business 1
Business 2Function
Business 1
Business 2Function
StandalonePortal
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Approach to Define Operational Governance
Define it!
AREASPortal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal
1
A
C
D
B
CorporatePortal
Business 1
Business 2Function
FederatedPortal
Business 1
Business 2Function
Business 1
Business 2Function
Stand AlonePortal
Map it!2
Apply it! 3
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Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal AA
CC
DD
BB
Where Can it Be Governed?
Portal layer governance
Infrastructure governance
Single application governance
Full application governance
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How Will it Be Governed?
Current State Future State
Portal content D APortal roles D AWorkset design C AApplication integration D ADesktop strategy and loadsets C AWeb content management\KM A ACollaboration tools A ASearch and taxonomies C BCommunities of interest C APortal layout D BPortal infrastructure B BPortal security A BPortal training A B
Define it!
Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite SAP applicationsOther content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal AA
CC
DD
BB
Map it!2
AREASPortal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
1
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What We’ll Cover …
• Setting the stage for portal governance ! The why! The what! The how
• Developing your portal governance framework:Three key steps
• Fourteen tactical governing areas and deployment• Benchmarking your governance model• 7 key points to take home
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Fourteen Key Areas That Require Governance
1. Portal content2. Portal roles3. Workset design4. Application integration5. Desktop strategy and loadsets6. Web content management7. Knowledge management8. Collaboration tools9. Search and taxonomies10. Communities11. Portal layout12. Portal infrastructure13. Portal security14. Portal training
WORKING EXAMPLE
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Portal Content – Definition
# of applications# of Web sources# of intranet sources
Portal Content Types
TransactionalSystem s & Legacy DB
TransactionalSystem s & Legacy DB
InternetInternet
Data W arehouse& DSSData W arehouse& DSS Content &
Docum entsContent &
Docum ents
Original Source
Extracted & M anipulatedSt
ructu
red
Unst
ruct
ured
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagem ent
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole --BasedBasedSolutionsSolutions
# of data marts/warehouses# of reporting tools# of KM tools# of services
Drivers:
AREASPortal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Content – Governance Areas
Integration approach • iViews• External services • Web services• Structure • Pages • Worksets
Content Integration
Content Structure
Portal Data Model
Portal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
Drivers: # of integration approaches, # structure design
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Portal Tactical Governance Planning Template
Operational Area:
Definition of Tactical Scope Elements:a)b)c)
Tactical Element Support Detail:•••
Suggested Governance Organizational Model:
Governance Model Impact Assessment :• Policy / Procedural
Resource Definition to Operationalize:• Skill sets• Tools
Timing to Operationalize:
Geographical Impact:
“WHAT”
“HOWand
HOW MUCH”“WHO”
“WHEN”
“WHERE”
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Portal Tactical Governance/Scope
Portal training management
Portal Layout
Taxonomy Mgt
Search & classification mgt
Web content mgmt servicesWeb content administration
Loadset management
iView developmentWorkset management
Role management
Portal security managementPortal infrastructure mgt
Portal layoutCommunity management
Taxonomy management
Collaboration administration
Content distribution
Content administrationPortal data model Operational area: Portal data model
Definition of tactical scope elements:a) Which content sources are available?b) For whom are the content sources available?c) How is access to content organized? By which roles? Worksets? Pages? iViews?d) What is the assignment structure for content? User – Role Assignment, Role – Workset/Pages/
iView Assignmente) Which kind of navigation is used in the portal?f) Are entry points defined within the roles? Workset or folder? g) Glossary of terms
Tactical element support detail:•
Suggested governance organizational model: Governance model impact assessment :
• Policy/proceduralResource definition to operationalize:
• Skill sets• Tools
Timing to operationalize: Geographical impact: TEAM/STAFFING:
iView management
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Example: 1 – Define it, 2 – Map it, 3 – Apply itD
efin
e it!
1
Current State Future State
Portal Content D APortal Roles D AWorkset Design C AApplication Integration D ADesktop Strategy and Loadsets C AWeb Content Management \ KM A ACollaboration Tools A ASearch and Taxonomies C BCommunities of Interest C APortal Layout D BPortal Infrastructure B BPortal Security A BPortal Training A B
Business 1
Business 2FunctionCPSBusiness 1Business 1
Business Business FunctionFunctionBusiness 1
Business FunctionCPS
-Business Portal Services
Interoperability Integration
Portal Content
Portal Content D A
SAP applications
D
-Corporate Portal Services+
-Business Portal Services
-Corporate Portal Services
Apply it!
3A
pply it!3
Map
it!
2
Portal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
Oracle eOracle e--Business suiteBusiness suite SAP applications
Other content & services, Other content & services
SAP Portal
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite
11A
Current State Future State
Portal Content D APortal Roles D AWorkset Design C AApplication Integration D ADesktop Strategy and Loadsets C AWeb Content Management \ KM A ACollaboration Tools A ASearch and Taxonomies C BCommunities of Interest C APortal Layout D BPortal Infrastructure B BPortal Security A BPortal Training A B
Business 1
Business 2FunctionCPSBusiness 1Business 1
Business Business FunctionFunctionBusiness 1
Business FunctionCPS
-Business Portal Services
Interoperability Integration
Portal Content
Portal Content D A
SAP applications
DD
-Corporate Portal Services+
-Business Portal Services
-Corporate Portal Services
Apply it!
3A
pply it!3
Map
it!
2
Portal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
Oracle eOracle e--Business suiteBusiness suite SAP applications
Other content & services, Other content & services
SAP Portal
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite
11A
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Content Distribution and Assignment
• Which roles get which content?• How will they navigate to the content?• How is the content presented?
Roles
Portal Data Model
iViews
Pages
FoldersWorksets
Externalservices
Contentadminanddistribution
Drivers: # roles, # navigation approaches
Portal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
.
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Role Management – Governance Areas
• User management! LDAP! Hierarchy! Migration! Maintenance
• Role design! Unique content! # of roles per user ! Composite vs. nested! Assignments
• Role language! Default language! Maintenance
Drivers: # role sources, # role types, # languages
Role ManagementPortal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
.
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Workset Design Overview/Definition
• Worksets comprised of task-related items that can be accessed directly or through a folder structure
Roles
iViews
Pages
FoldersWorksets
ExternalServices
Drivers: # access points needed, # names, # languages
Workset Management
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Role > Workset > Services
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Content Layout
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Application Integration via iViews
• iView Types! .Net ! Master iView
! Java! Inherited ! Enhanced! Unifier iViews! Eventing iViews
• iView Catcher• iView Development
! PDK! iView Editor
• Development process• iView management
! Import/export! Personalization! Migrations
iView Development
iView Management
Drivers: # iView types, # development tools
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Desktop Strategy and Loadset/Definition
Core Workstation Components
Deployable Workstation ComponentsFunctional
ApplicationsLayer
CoreApplications
Layer
Utilitiesand Tools
Layer
OperatingSystemLayer Windows
XP*
OfficeStandard
PeregrineAsset Center
Client
RemoteAccessClient
NortonAntiVirus
CE
SharePointWeb Client
AcrobatReader
myExtra!Web Client
SAP ThickClient
MacromediaShockwave
Player
MacromediaFlash Player
CitrixClient
FINSThickClient
Shortcut
MacromediaAuthorware
Player
SmartForcePlayer
Business Unit CUEs Remedy
Java 2Platform
MDACJavaWebStart
TenCOREPlayer
SAPPortal
Shortcut
Sof twareDistribution
DiskImaging
VisioStandard
Physical Workstation ComponentsHardw are Layer
LaptopHardwareStandards
DesktopHardwareStandards
TivoliClient
Access
* current generation OS as indicated bymigration process.
VisioTechnical
MicrosoftJVM
Common user environment (CUE) – applets, plug-ins
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Desktop Loadset – Governance Areas
• Loadset standards! User-based definition(s)! Ownership! Coordination! Asset inventory coordination/reporting! Timing/scheduling! Confirmation of S/W push! Service level agreements (SLAs)
Drivers: # BUs, # user profiles, IT standards
Loadset Management
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Governing the Enterprise Information World
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& AnalyticsData Warehouse& Analytics
UnstructuredDocuments
UnstructuredDocuments
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
iViewsiViews
UnificationUnificationPlatformPlatform
iViewsiViews
UnificationUnificationPlatformPlatform
Yahoo!Yahoo!Yahoo!Yahoo!
UserUserPortalPortal
Role basedRole basedSolutionsSolutions
BusinessBusinessWarehouseWarehouseBusinessBusinessWarehouseWarehouse
KnowledgeKnowledgeManagementManagement
KnowledgeKnowledgeManagementManagement
External Content
My Professions
My Location
My LineOrganizations
My Project(s)
My ApplicationsMy Support Services Rest of the
World
Info
External Content
My Professions
My Location
My LineOrganizations
My Project(s)
My ApplicationsMy Support Services Rest of the
World
Info
AREA
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content\management administrationCollaboration toolsSearch and taxonomiesCommunitiesPortal layout
Portal infrastructurePortal securityPortal training
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Web Content Management (WCM) and KM
• Content Management! Authoring! Publishing! Workflow
• Permissions! Read, write, delete, full
• Repositories! Creation, maintenance, archive! Folders structures, naming
• Access! Receivers! Providers
• Services! Subscribe! Feedback! Rate! Vote! Send to
Web Content Management Administration
Web ContentManagement Services
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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36Drivers: # forms/style sheets, # approvals
• Content Management• Authoring• Publishing• Workflow
• Permissions• Read, write, delete, full
Web Content Management Administration
AuthoringAuthoring PublishingPublishingForm creationForm creation notification sent
User: Author Author Approver
Document: Created Final Edit Approved Published
Status: In Progress Awaiting Approval Released
notification sent
Web Content Management (WCM) and KM (cont.)
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Web Content Management (WCM) and KM (cont.)• Repositories
• Creation, maintenance, archive• Folders structures, naming
• Access• Receivers• Providers
• Services• Subscribe• Feedback• Rate• Vote• Send to
Web Content Management Services Repository Manager
ResourceCollection
Namespace Manager Property Manager Content Manager Lock Manager
Versioning Manager Security Manager Delta Manager
Drivers: # services, repository scope
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SAP Collaboration Overview
PortalCollaboration Services
Portal ContentFramework
PortalCollaboration Services
Portal ContentFramework
LotusSametime*
..........
Awareness
Real Time Asynchronous
ApplicationSharing
InstantMessaging
Chat
Discussions
CollaborationRoom
WebExLotus Notes
Exchange
Feedback, Rating
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Collaboration/Governance Areas
• Collaboration room(s)! Creation ! Roles! Templates! Worksets! iViews
• Third-party tools
CollaborationAdministration
Drivers:# templates, # of communities
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Search – Governance Areas• Search
! Header/iView! Repositories! Permissions! Search options/terms/index groups! Browsing taxonomies! Results (views)! Saved searches! Assigning classifications
Search andClassificationManagement
Drivers:# repositories, # search services, # classifications
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Taxonomies Definition
• Taxonomy ! A taxonomy is a custom-
defined hierarchy of categories that provides the user with an easy and intuitive way of navigating to the relevant information
! A category in a taxonomy corresponds to one class; it groups together similar documents
Concept : Example Based Taxonomy (EBT)
BusinessBusinessPoliticsPolitics
NewsNews
EuropeEurope USUS SAPSAP MicrosoftMicrosoftFootballFootball BasketballBasketball
SportsSports
IBMIBM
Assigned documents
Categories
Trainingdocuments
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Taxonomy – Governance Area
• Taxonomies! Index definitions! Classification rules! Classification workflow! Metadata
Drivers: # indexes, classification scope
Taxonomy Management
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Communities of Interest – Definition
External Content
My Professions
My Location
My LineOrganizations
My Project(s)
My ApplicationsMy Support Services Rest of the
World
Info
External Content
My Professions
My Location
My LineOrganizations
My Project(s)
My ApplicationsMy Support Services Rest of the
World
Info
Drivers: functional scope, membership, life cycle, deployments, frequency
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Layout – Definition
C
Business 1
Business 2Functions
A
BDCPS
Portal Environment C
Drivers: audience, # of federated portals, deployment maturity
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Infrastructure – Governance Areas
• Solution architecture! S/W and H/W definitions
• Migrations! Patch and upgrade paths
• Load testing• Logical system names• Technical support
! Vendor support (OSS)! On-site support! Remote support
• Backup/restore
PortalInfrastructureManagement
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Security – Definition
• LDAP design! User maintenance
• Single or dual mode portals • Organizational context
! HR org, contractors, extranet• Security context
! Digital certs, PKI, VPN, SSO• Topological context
! Centralized, decentralized! SLAs
• Devices
Portal Security Management
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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Portal Training Governance Areas
• Team training! Technical! Functional! Upgrade
• End user! Internal! External
• Training methods• Training tools• Training support
Portal Training Management
AREAS
Portal contentPortal rolesWorkset designApplication integrationDesktop strategy and loadsetsWeb content managementCollaboration toolsSearch and taxonomiesCommunitiesPortal layoutPortal infrastructurePortal securityPortal training
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What We’ll Cover …
• Setting the stage for portal governance ! The why! The what! The how
• Developing your portal governance framework:Three key steps
• Fourteen tactical governing areas and deployment• Benchmarking your governance model• 7 key points to take home
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What Is the Right Level of Portal Governance?
• CobiT is a general framework aimed at IT governance with scales that are easy to apply
• The maturity model focuses on the management aspects of an actual process
www.ITGovernance.orgReference: IT Governance Institute
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How Far Should We Go?
The WHAT
The H
OW The HOW MUCH
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7 Key Points to Take Home
• Portal governance is critical for growth/stability/value …discuss with your IT leadership
• Your governance framework is driven by the type of support organization, the ownership, and portal type(s) …identify your current state framework
• There are 3 steps to governance: a) Define it!
Business Strategies
Business Operating
Model
Portal GoverningPrinciples
Portal Roles & Responsibilities
Policies & Procedures
Portal Governance Framework
Portal Content Types
TransactionalSystems & Legacy DB
TransactionalSystems & Legacy DB
InternetInternet
Data Warehouse& DSSData Warehouse& DSS Content &
DocumentsContent &
Documents
Original Source
Extracted & Manipulated
Stru
ctur
ed
Uns
truc
ture
d
ApplicationAccess &Integration
Internet Content &
Services
KnowledgeManagement
BusinessIntelligence
UserUserEnterprise PortalEnterprise Portal
UnificationUnificationRoleRole--BasedBasedSolutionsSolutions
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7 Key Points to Take Home (cont.)
• Map it! Where you are today or need to be tomorrow
• 5. Apply it! Try it on your portal or intranet project
• 6. There are 14 tactical elements to govern in portals, each with key drivers; assess your readiness for the 14 areas
• 7. Maturity models exists; gauge your progress with CoBIT
Oracle eOracle e--Business suiteBusiness suite SAP applications
Other content & services, Other content & services
SAP Portal
SSO/authentication
External External
Benefits)Benefits)
Oracle PortalOracle Portal
Oracle eOracle e--Business suiteBusiness suite
Business 1
Business 2FunctionCPSBusiness 1Business 1
Business Business FunctionFunctionBusiness 1
Business FunctionCPS
-Business Portal Services
Interoperability Integration
-Corporate Portal Services+
-Business Portal Services
-Corporate Portal Services
Business 1
Business 2FunctionCPSBusiness 1Business 1
Business Business FunctionFunctionBusiness 1
Business FunctionCPS
-Business Portal Services
Interoperability Integration
-Corporate Portal Services+
-Business Portal Services
-Corporate Portal Services
AREAS
Portal ContentPortal RolesWorkset DesignApplication IntegrationDesktop Strategy and LoadsetsWeb Content ManagementCollaboration ToolsSearch and TaxonomiesCommunitiesPortal LayoutPortal InfrastructurePortal SecurityPortal Training
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Your Turn!
Questions?
Adolf AlleschVP, SAP NetWeaver
TechnologySAP Portals Practice Leader
Cincinnati, OHMobile: 513-295-4362