http://www.PhillySharePoint.org Russ Basiura RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.c

1. http://www.PhillySharePoint.orgRuss BasiuraRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/russ@rjbtech.com Welcome to the Philadelphia Area SharePoint User Group

2. AGENDA • Quick Intro • Announcements • Tips and Tricks • SharePoint 2010 Developer Framework • Governing SharePoint • Round Table Q & A

3. User Group Goal / Objectives • Build 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

4. www.PhillySharePoint.org 2010 Coming Soon! Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Event Schedule • Past User Group Presentations • Live Meetings • Public Discussions • Member Forums • Member Blogs

5. Upcoming Schedule • Next Meeting • Wednesday, February 24, 5:30 PM to 8:30 PM • Microsoft Greater PA Office, Malvern, PA • Ongoing Schedule • Last Wednesday of every month • 5:30 PM to 8:30 PM • Microsoft Greater PA Office, Malvern, PA

6. PhillySharePoint Sponsors • Microsoft • Leader in software solutions • RJB Technical Consulting (www.rjbtech.com) • Philadelphia-based consulting company • Microsoft Gold Certified Partner • Practice Area focused on SharePoint and Information Worker Technologies • SharePoint 2010 Private Beta Partner

7. SP2010 Developer Intro

8. Governing SharePoint

9. Topics • Business Governance • SharePoint Center of Excellence • Creation, planning, and governance • Technical Governance

10. What is SharePoint 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

11. What is a SharePoint Center of Excellence? A SharePoint Center of Excellence (COE) is established to provide guidance and assistance with design, management and support services to the functional business areas for the utilization of SharePoint to accomplish business initiatives. The COE is responsible for creating standards and providing governance for the SharePoint Shared Services Platform

12. Challenges • Rapid skills ramp-up required • Broad technology domain • High market demand for expertise limits available resources • Balancing project demand for resources • Driving cultural adoption (business ownership vs. pure IS technology) • Enabling common technology features vs. departmental customization • Optimizing performance for shared technology components • Keeping pace with technology changes

13. Un-managed SharePoint…

14. Successful SharePoint… • C-level champions – ownership and steering • Consolidated well-managed server farms • Consistency, standards, branding, usage policies • Automated site provisioning with workflows • Set quotas and content expiration dates • Assign all sites an owner to maintain content • Delete unused sites to avoid confusion and clutter • Monitor and report on usage • Security policies and enforcement, information management policies • Easy to use and powerful Search • On-demand/accessible training and support

15. SharePoint Center of Excellence

16. Organization Structure and Objectives

17. People: SharePoint Specialist Skills SharePoint Project Manager SharePoint Infrastructure Specialist SharePoint Business Analyst SharePoint Developer(s) SharePoint Creative Designer SharePoint Architect SharePoint Trainer Business IT & Dev

18. COE Approach to Governance Feeder To Implement Standards Issues, needs & wants, etc Feeder To Governance Meetings COE Governance Team Infrastructure Informatics Security Sharepoint Infrastructure Team Business Issues Architecture Sharepoint User Group Team App dev Escalation of unresolved issues Decisions Senior Management Team

19. Education and Training

20. Communications Plan

21. Process and Operations • Deployment • Development and Configurations • Physical Architecture • Site Topology • Process Models for Development Lifecycle Technical Governance

22. Processes and Operations Create and Publish Usage Guidelines for your Users • How content should be organized • How security should be done • Style guidelines (colors, fonts, etc.) • Dimensions for design elements • Workflow procedures • Appropriate usage guidelines • Practice guidelines

23. Deployment • Site Provisioning Concepts • Site Deployment Rules • Master Pages, Page Layouts, Site Templates • List Templates, Site Columns • Web Parts • Features • Content Types • Navigation (inheritance) • Blocked File Types • Auditing Policies • Self Service Site Management • Site Use Confirmation and Deletion • Site Collection Quotas and Locks

24. Development and Configuration • Identify tools allowed • Site definitions and templates, list templates • Source code and build control • Support • Standards and best practices • Branding, themes, master pages and layout page development • Consistency with existing corporate branding • Data View web parts

25. Physical Architecture • Software/Licensing • Hardware Architecture • Security Model (Centralized vs decentralized) • Performance Monitoring • Network Topology • Disaster recovery

26. Process Models for Dev Life Cycle • Release Management • Configuration Management • Operations monitoring, security and patch management • Communications and service management • Code propagation testing and deployment

27. Thank you