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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


TechFuse 2009 Building a SharePoint Platform Site – Governance in Action


  • 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


  • 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


  • 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


  • Use for platform announcements

    • System outages

    • New functionality or web parts

    • Training availability

  • Encourage alerts or RSS feeds


  • 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…


  • 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


  • 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


  • Download this presentation and template

    • Wes’s Blog:http://www.idubbs.com/blog


  • 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