Automating SharePoint Governance and ManagementDan HolmeMicrosoft Technologies [email protected]
SPC013
ConsultantDan Holme
Dan Holme
INTELLIEM AuthorMAUI, HAWAIIAvePoint
danholme http://tiny.cc/[email protected]
What is governance?
According to the Etymologists
Origin: Greek kybernân to steer (a ship)Latin gubernāreMedieval Latin gubernantiaOld French gouverner Middle English governaunce
ˈgʌvərnəns
“”
Governance defines the people, processes, and policies
that deliver a service
According to the Interweb
Service
People
Process
Policy
Governance defines the people, processes,
policies and technologies
that deliver a service
People Process Policy
Service
Governance defines the people, processes,
policies and technologies
that deliver a service
Service
Governance
People
Process
Policy
People
Process
Policy
Business Need
Define
Design Develop
Deploy
Manage
Measure
Modify
Change
Operations
Governance
Define
Design Develop
Deploy
Modify
Change
OperationsService
People
Process
Policy
People
Process
Policy
Business Need
ManageMeasure
Automating Governance
What is management ?
Policy Based ManagementIdentify the policyPeople define business needPeople classify informationPeople identify and interpret policy
Assign responsibilityPeople own policyPeople are affected by policy
Define processPeople or technology implement policy
Use technologyTechnology automates processTechnology enforces policy
Policy
People
Process
Technology
ManagedInformation
SolutionWorkloadService
Operations Management and Improvement
Document• Inputs (Requests)• Outputs (Changes)• Operational
Procedures
Measure• SLAs Achieved• Costs of Operations
Automate• PowerShell• Third Party Tools• ROI & ROI
Why automate ?
Why automate?Increase efficiencyReduce costReduce administrative effortLiberate administrative talent
Increase consistencyReduce error
Increase securityReduce exposure
Increase manageabilityIncrease insightDecrease chaos
How can you break it down? ?
Process Definition
Request• Data
points
Workflow• Approval
Provision• Procedure
s• Policies• Logic
Log• Document
Report• Insight• Complianc
e
Automation Framework
Request• Data
points
• SharePoint List
Workflow• Approval
• SPD Workflow
Provision• Procedure
s• Policies• Logic
• PowerShell
Proxy• Elevation• Isolation
• Scheduled Task
Log• Document
• SharePoint List
Report• Insight• Complianc
e
• Excel
Can we see an example ?
Key elements of proxy frameworkSharePoint list for request and loggingPowerShell scriptIterates through list and processes tasks that are approved and scheduledUses SharePoint snap-in, Active Directory module, etc.Runs on SharePoint server or code script with PowerShell remoting
Scheduled taskRuns POWERSHELL.EXE with path to script as argumentRuns with credentials that have appropriate rights in PowerShell (Add-SPShellAdmin), SharePoint, server (Administrators membership), SQL, Active Directory, etc.Runs with highest privilege (Run As Administrator)Runs “one time” then repeats based on SLA for processAdvanced settings and configuration: Test
Logging
Take it to the next level
Request• Data points
• SharePoint List
• Forms, BCS
Workflow• Approval
• SPD Workflow
• Workflow
Provision• Procedures• Policies• Logic
• PowerShell• .NET app
Proxy• Elevation• Isolation
• Scheduled Task
• Service, Service App, Timer Job
Log• Document
• SharePoint List
• SQL Database
Report• Insight• Compliance
• Excel• Reporting, BI
MAHALO! (thank you!)http://tiny.cc/danholmespc2012http://bit.ly/danholmearticleshttp://bit.ly/danholmebookshttp://tiny.cc/danholmegovernancevideohttp://tiny.cc/danholmearchitecturevideo
A HUI HO! (‘til next time!)[email protected]@danholme
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