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Welcome to the Nebraska SharePoint User Group October 9 th , 2008 SharePoint Governance Corey Erkes – Inetium Agenda Introductions Governance – Part 1 Break Governance – Part 2 Q & A and Drawing User Group Goal / Objectives

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Welcome to the Nebraska SharePoint User Group

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Welcome to the

Nebraska SharePoint

User Group

October 9th, 2008

SharePoint Governance

Corey Erkes – Inetium



  • Introductions
  • Governance – Part 1
  • Break
  • Governance – Part 2
  • Q & A and Drawing
user group goal objectives
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

introductions nespug sponsors
Introductions – NESPUG Sponsors

Inetium (

Technology consulting company

Microsoft Gold Certified Partner

Practice area focused on SharePoint

Microsoft (

www sharepointne com

Website for user group

SharePoint resource documents

SharePoint resource links

RSS Feeds

Meeting Schedule

Past User Group Presentations

upcoming schedule
Upcoming Schedule

Next Meeting

November 3rd 9:00 AM to 11:00 AM

Topic: TBD

Check for updates!

Ongoing Schedule

1st Wednesday of every month

9:00 to 11:00 am

Microsoft Office



  • Heartland Developer’s Conference – October 15–17, 2008
  •, NE
  • PDC 2008 – October 27-30, 2008http://microsoftpdc.comLos Angeles, CA
  • SharePoint Connections – November 10-13, 2008 Vegas, NV

Updated SDKs for the Infrastructure Updates for MOSS and WSSDownload links, details, and instructions available at:

SharePoint Best Practices SeriesDetails on the SharePoint Team Blog at:

Virtualization Support by MSDetails on the SharePoint Team Blog at:


SharePoint Deployment Planning Services

  • Software Assurance (SA) benefit , which is a pre-defined paid service offering delivered by partners to plan an effective SharePoint deployment.
  • This service offers a 1, 3, 5, 10 or 15 day deployment planning service based on your individual software assurance benefit level. 
  • Customers have to work with a pre-qualified Microsoft partner to develop a customized SharePoint Portal Server deployment plan for their specific environment.
  • SDPS helps minimize the cost of up-front partner investment.

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 (SharePoint MVP):
    • 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.


  • 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

What Contributes to a Chaotic Deployment

  • Site Proliferation with no Plan (Self Service Site Creation)
  • 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

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


  • What do users search for today? How do they search today?
  • What search functionality is available to you?
    • WSS, MOSS, Search Server, Express, FAST
  • Integrate information architecture with search planning – Managed Properties…
  • Search strategy, taxonomy
  • Best Bets, highlighting, thesaurus, noise, etc…
  • People Search
  • 3rd party tools: Search ‘rating’, wildcard search…
  • Consolidated search page – Search Center
  • Search scoping, tabs, results (design and configuration)
  • Surface information beyond SharePoint content (File shares, BDC, other…)
    • Federated Search functionality
  • Potential for staffing – managing crawling, scopes, results tuning, etc

Taxonomy & Navigation

  • Consistency throughout site (navigational elements)
  • What types of site collections and webs are being used?
  • 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

Education & Training

  • Plan as part of time and budget for implementation and adoption
  • User Training and resources
  • Help desk training, knowledge articles, etc…
  • 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
  • Office SharePoint Server 2007 Training: Stand-alone and Portal editions

Operational Concerns

  • Service Level Agreements (SLAs)
  • Communication with users / clients
  • Staffing
  • Monitoring
  • Scheduled maintenance windows
  • Disaster recovery
  • Quotas
  • Reporting
  • Database management

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


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

Development & Configuration

  • Identify tools allowed
    • SharePoint Designer
    • PowerShell
  • Site definitions and templates, list templates
  • Source code and build control
  • Support
  • Standards and best practices
    • Features and Solutions
  • Branding, themes, master page and layout page development
    • Consistency with existing corporate branding
  • Data View Web Parts
  • Ghosting / Customizing

Project & Operational Management

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

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


  • Governance Resource Center for SharePoint 2007
  • Joel Oleson (new blog)
  • CodePlex links:
  • SharePoint Governance and Manageability – CodePlex
  • SharePoint Gear Up
  • SharePoint Products and Technologies Governance Plan
  • Microsoft Office SharePoint Portal Server deployment – Project template


  • Robert Bogue Blog Articles: 1: 2: Deck for Bogue presentation:
  • The older: SharePoint Governance Checklist Guide
  • The newer: SharePoint Deployment Guide and Checklists