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TechFuse 2009 Building a SharePoint Platform Site – Governance in Action

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Wes Preston http://www.idubbs.com/blog. TechFuse 2009 Building a SharePoint Platform Site – Governance in Action. Agenda. Quick Intro Overview Site Details Notes and Resources Questions. Quick Intro. Wes Preston SharePoint Consultant at Inetium MVP – SharePoint Server

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wes preston http www idubbs com blog
Wes Preston

http://www.idubbs.com/blog

TechFuse 2009 Building a SharePoint Platform Site – Governance in Action

agenda
Agenda
  • Quick Intro
  • Overview
  • Site Details
  • Notes and Resources
  • Questions
quick intro
Quick Intro
  • Wes Preston
    • SharePoint Consultant at Inetium
    • MVP – SharePoint Server
    • MCTS – WSS and MOSS Configuration
    • Minnesota SharePoint User Group
what is this site for
What is this site for?
  • Empower the users
    • Be the single point of reference for users of SharePoint in the environment.
    • On-demand training
    • Two-way communication between users and SharePoint team
  • Put the user base at ease
    • Answer questions before they’ve asked them
    • Show that you’ve planned for this
    • Reduce call center calls/tickets
what is this site for1
What is this site for?
  • Container or starting point for other resources
    • Training
    • Administrators web
    • User Group site/schedule
  • Define roles and responsibilities
  • A checklist for farm administrators
why are we talking about this
Why are we talking about this?
  • Get buy-in from the user base
  • Governance – One of the things that should be done as part of a SharePoint deployment
  • Sites like this are commonly talked about, but not frequently done
  • Give administrators a starting point
good better best
Good, Better, Best
  • A site like this is a good starting point, but there are a lot of improvements that can be introduced
    • Automation
    • User content
  • Dependent on your environment
  • Dependent on the tools available
governance
Governance
  • TechNet:
    • Governance is the set of roles, responsibilities, and processes that you put in place in an enterprise to guide the development and use of a solution based on SharePoint Products and Technologies.
  • Governance isn’t rocket science, but the platform site is just one example of a governance item that is traditionally forgotten
taxonomy
Taxonomy
  • The site is a web somewhere in your environment
    • This specific example is self contained and can be used as a site collection or a sub web
welcome text
Welcome Text
  • Content Editor Web Part
  • Welcome message and overview of what users will find here – maybe links to major areas.
  • You may want to remove a site description or include the text in the Welcome Text
announcements
Announcements
  • Use for platform announcements
    • System outages
    • New functionality or web parts
    • Training availability
  • Encourage alerts or RSS feeds
links
Links
  • The typical usage…
  • Keep a list of reference URLs
  • Use the list to populate a Quick Links web part on the home page
  • Use categories, filtering, etc…
shared documents
Shared Documents
  • Reference documents
  • Training docs or tutorials if you don’t have a training web
  • SLAs
  • Lots of options!!
faq frequently asked questions
FAQ – Frequently Asked Questions
  • Discussion List
  • Lock the list down, or at least require approval
  • May want to use a service account for admins submitting
  • I need to… web part (MOSS)
  • Limit or filter the number of items displaying on the home page
  • Create another page with multiple web parts and grouped by category, etc…
knowledgebase
Knowledgebase
  • Extension of the FAQ
  • More information, more complete answers
  • Identify processes and standards
    • Custom development
    • Adding 3rd party products
  • What types of sites are available, what do they look like, what are scenarios for using
  • Scenarios and use-cases
other forums
Other Forums
  • User forums on the main site
    • Users
    • Site Administrators
  • Other forums on deeper sites
    • Training
    • SharePoint Farm Administrators
    • Developers
contact information
Contact Information
  • List users of the SharePoint Team
  • Who is the manager (so things can be escalated)
  • Phone numbers? IM?
  • Have an e-mail account that the team monitors – link to message from the site
feedback list
Feedback List
  • Offer a method for submitting feedback
  • Could be a list with some categories
  • Admins should set alerts or RSS
  • Put approval on
  • Allow others to see the feedback
  • Add a ‘highlight’ flag to expose a view on the homepage
request processes
Request Processes
  • Starts to get a little fuzzy…
    • Some processes should be isolated more
  • Site Requests
  • Security Requests
  • Solution Requests
  • Help Requests
calendar
Calendar
  • User Group meetings – internal and MNSPUG!
  • Scheduled labs
  • Maintenance windows (outages, upgrades)
  • Meeting workspaces
advertise it
Advertise it!
  • Let people know about the site however you can
    • Link from the intranet/portal
    • E-mail signature
    • Reference information with links to the site whenever possible
training site
Training Site
  • Reference documents
  • Links to relevant materials
  • Office SharePoint Server 2007 Training
    • Portal and Stand-alone editions
  • SharePoint Designer 2007 Training
    • Portal and Stand-alone editions
  • The SharePoint Shepherd’s Guide for End Users
sharepoint admin site
SharePoint Admin Site
  • Reference documents
  • Links to relevant materials
  • SharePoint Issues List
  • Operational documents
  • Platform documents
  • (Backup to an offline location)
sharepoint dev site
SharePoint Dev Site
  • Reference documents
  • Links to relevant materials
  • Dev Best Practices
  • Templates
  • Tools
    • PowerShell
    • SharePoint Designer
    • Visual Studio
more to do
…More to do…
  • Seed additional content
  • Clean up
  • Add a checklist for administrators to go down when implementing
additional notes
Additional Notes
  • Have a SharePoint Admin account that administrators can use to submit content
  • Keep the content relevant
    • Set schedule reminders
  • Publishing site – same idea, different implementation
resources
Resources
  • Download this presentation and template
    • Wes’s Blog:http://www.idubbs.com/blog
resources1
Resources
  • Minnesota SharePoint User Group
    • http://www.sharepointmn.com
    • Latest Governance presentation:http://www.sharepointmn.com/User%20Group%20Presentations/September%202008%20MNSPUG.ppt
  • SharePoint Joel Governance Slide Deck:http://www.slideshare.net/joeloleson/best-practices-conference-spring-09-avoiding-failed-deployments-and-newbie-mistakes-10-steps-to-success-keynote-by-joel-oleson
  • SharePoint Deployment Guide and Checklistshttp://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033
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