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Welcome to the Minnesota SharePoint User Group. August 8 th , 2007 SharePoint Governance. Wes Preston – Inetium. http://www.sharepointmn.com. User Group Goal / Objectives. Develop and support a local community focused on Microsoft SharePoint Technologies

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  1. Welcome to the Minnesota SharePoint User Group August 8th, 2007 SharePoint Governance Wes Preston – Inetium http://www.sharepointmn.com

  2. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://www.sharepointmn.com

  3. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint New Horizons – Minnesota (www.newhorizonsmn.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) I’m guessing you’ve heard of them http://www.sharepointmn.com

  4. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointmn.com http://www.sharepointmn.com

  5. Upcoming Schedule Next Meeting Sept 12th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Guest Speaker: Bob Sutton from Microsoft Topic: TBD (check www.sharepointmn.com for updates) Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

  6. Other Events SharePoint Deep Dive on BI Sept 6th 8:30 AM to Noon At New Horizons (see their site for more details) SharePoint Server 2007: Connecting people, process and information Sept 27th 8:30 AM to Noon At New Horizons (see their site for more details) http://www.sharepointmn.com

  7. CRM User Group Meeting Thursday September 20th 8:30 – 9:00 Registration 9:00 – 11:00 Presentation 11:00 – 11:30 Q&A and Networking Microsoft’s Bloomington Office (here) http://www.sharepointmn.com

  8. Twin Cities MPA Free Lunch ‘n’ Learn September 21, 2007Overview: All-day education event – see below for more information RSVP or for more information - http://www.mympa.org/Chapters/TwinCities http://www.sharepointmn.com The Official Industry Association for Microsoft Office Project

  9. Previous Meetings and Resources SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and capabilities that SharePoint 2007 provides. http://www.sharepointmn.com/User Group Presentations/May 2006 MNSPUG.ppt Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are managed using SharePoint.  This presentation also covers SharePoint Content Types. http://www.sharepointmn.com/User Group Presentations/June 2006 MNSPUG.ppt Workflow:  July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint 2007.  http://www.sharepointmn.com/User Group Presentations/July 2006 MNSPUG.ppt Business Intelligence:  August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web parts.  http://www.sharepointmn.com/User Group Presentations/August 2006 MNSPUG.ppt Web Content Management:  September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of SharePoint 2007 that allow end users to publish their own web content (ex: articles).  http://www.sharepointmn.com/User Group Presentations/September 2006 MNSPUG.ppt Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the search capabilities of SharePoint 2007 including leveraging the Business Data Catalog.  http://www.sharepointmn.com/User Group Presentations/October 2006 MNSPUG.ppt http://www.sharepointmn.com

  10. Blog Posts / News: SDK Refresh: Both WSS and MOSS SDKs have been updatedhttp://blogs.msdn.com/arpans/archive/2007/07/13/wss-and-moss-sdks-refreshed.aspx SharePoint Team Blog: Implementing WSS Governance (Governance 3 of 5)http://blogs.msdn.com/sharepoint/archive/2007/08/02/implementing-wss-governance-governance-3-of-5.aspx Todd Klindt (MVP):New book! – Real World SharePoint 2007: Indispensable Experiences From 16 MOSS and WSS MVPshttp://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=47 http://www.sharepointmn.com

  11. Conferences PDC – Cancelled  SharePoint Connections – November 5-8 – Las Vegas, NV Microsoft Office SharePoint Conference 2008 – March 2-6, 2008Seattle, WAhttp://www.mssharepointconference.com/default.aspx http://www.sharepointmn.com

  12. SharePoint MVP! Eric Raarup – Inetium V.P. recently awarded the Microsoft MVP award for SharePoint. http://www.sharepointmn.com

  13. Agenda • Quick Intro • Governance – Part 1 • Break • Governance – Part 2 • Q & A http://www.sharepointmn.com

  14. SharePoint Governance Governance

  15. What is ‘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. • Robert Bogue: • Governance is managing the deployment of information technologies. Managing, like project management, is concerned with the risks, the costs, and the usefulness of the solution once it has been created. Thus when we define governance we are attempting to manage risk, cost, and adoption Governance

  16. Governance… • This isn’t rocket science • SharePoint is both broad and deep: There are a LOT of details to consider • A lot of governance is common knowledge • What does it mean to bring SharePoint into the environment • Who will support it? • What is technology impact? • Adoption – more than just an afterthought • Plan for it • Get acceptance and feedback from users Governance

  17. What Contributes to a Chaotic Deployment • Site Proliferation with no Plan • Server Proliferation – IT doesn’t meet needs of dept. • No Quotas, No Blocked File Types, No Policies • Unreliable Service (No SLAs) memory leaks from bad untested, unsupported code • Unreliable support • No strategy, no training • Lack of Growth & Usage Reporting • No Communication • No security audits or security policies (information leaks) • No life cycle management or cleanup Governance

  18. What Contributes to a Successful Deployment • CXO sponsored strategy (stakeholder buy in) • Well Communicated Strategy & Service Offering • Consolidated Well Managed Server Farms • Consistency, Standards, Branding, Usage Policies • Security Policies and Enforcement, Information Management Policies • Easy to use and powerful Search • On Demand/Accessible Training and Support Governance

  19. Enterprise Search Search

  20. Search • What do users search for today? How do they search today? • Integrate information architecture with search planning • Best Bets, highlighting, etc… • 3rd party tools: Search ‘rating’ • Consolidated search page – Search Center • Search scoping, tabs, results (design and configuration) • Surface information beyond SharePoint content (BDC, other…) • Potential for staffing – managing crawling, scopes, results tuning, etc Search

  21. Taxonomy & Navigation Taxonomy & Navigation

  22. Taxonomy & Navigation • Consistency throughout site (navigational elements) • SharePoint knowledge required in order to understand relationship between the various objects (site collections, webs, lists, etc…) • Alignment with information architecture – search scoping • Branding considerations – using themes and custom master pages to help identify location within a portal • Provide an overall picture – site map – to communicate the big picture to users Taxonomy & Navigation

  23. Education & Training Education & Training

  24. Education & Training • Plan as part of time and budget for implementation and adoption • User Training and resources • Help desk training • Administrator training (site administrators) • IT Pro training • Developer training • Internal user groups, lab sessions, support sites • Local resources – training partners, user groups, etc… • Identify and communicate best practices Education & Training

  25. Break 5 – 10 minutes

  26. Operational Concerns Operational Concerns

  27. Operational Concerns • Monitoring • Scheduled maintenance windows • Disaster recovery • Service Level Agreements (SLAs) • Quotas • Reporting • Database management Operational Concerns

  28. Testing & Provisioning Testing & Provisioning

  29. Testing & Provisioning • Content owners and editors – test the process and outcome • User testing • Navigation • Search • Feedback method • Repeatable test plans • Lifecycles and processes • Security guidelines Testing & Provisioning

  30. Infrastructure Infrastructure

  31. Infrastructure • Interaction with other/existing systems and infrastructure • E-mail / Exchange / Messaging • Active Directory • Firewalls • DNS • Load balancing (MS, F5, etc…) • Clustering • Database • Environments: Development, Stage/Test, Production • Hardware and topology • Backup and recovery* Infrastructure

  32. Development & Configuration Development & Configuration

  33. Development & Configuration • Identify tools allowed • Site definitions and templates, list templates • Source code and build control • Support • Standards and best practices • Branding, themes, master page and layout page development • Consistency with existing corporate branding • Data View Web Parts • Ghosting Development & Configuration

  34. Project & Operational Management Project & Operational Management

  35. Project & Operational Management • Communication planning: who, what, when, how, etc… • Deployment process • Change Management • Service Level Agreements (SLAs) • Roles and Responsibilities • Charge back service? • Sponsorship of implementation • Platform ownership • Best practices ownership • Ad hoc usage vs. managed/structured usage Project & Operational Management

  36. Information Architecture Information Architecture

  37. Information Architecture • Consistent understanding of the information architecture – how information is organized and presented to users • Product knowledge to apply the information architecture to the SharePoint tool • Site maps • Wireframes and storyboards • Content types Information Architecture

  38. References • Robert Bogue Blog ArticlesPart 1: http://www.intranetjournal.com/articles/200611/ij_11_27_06a.htmlPart 2: http://www.intranetjournal.com/articles/200611/ij_11_29_06a.html • SharePoint Governance Checklist Guidehttp://go.microsoft.com/fwlink/?linkid=91896&clcid=0x409 http://www.sharepointmn.com

  39. References • CodePlex– SharePoint Governance and Manageability sitehttp://www.codeplex.com/governance • Joel Oleson - SharePoint Governance topicshttp://blogs.msdn.com/joelo/archive/tags/Governance/default.aspx • TechNethttp://technet.microsoft.com/en-us/sharepointserver/bb507202.aspx • Inetium Blogshttp://blogs.inetium.com http://www.sharepointmn.com

  40. Q & A http://www.sharepointmn.com

  41. Thanks for coming! http://www.sharepointmn.com

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