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How governance
drives your information
and security
architecture
Randy Williams
Enterprise Trainer and Evangelist
AvePoint
Randy Williams
            Enterprise Trainer & Evangelist
            Based in San Diego, CA
            SharePoint MVP for 2009, 2010, 2011
            Speaker at many global conferences
 20+ years in IT

 Columnist: SharePoint Pro magazine
 randy.williams@avepoint.com
 @tweetraw
Do any of these
sound familiar?
I have no idea
where I should be
storing my files
I can’t find what I
need!
How can I give
Alice access to
what Bob had?
Managing each
site individually is
impossible
There’s no way I
can enforce my
governance policy
They should call it
“ScarePoint” or
“No Point”
Why does this
happen?
“Site Map”



                                   http://intranet


             HR                                                    Finance


                  Vacation & Sick Day                  Financial
  Benefits                                                                   Expense Reports
                       Tracking                      Performance
Common site map (small organizations)



                                   http://intranet


             HR                                                    Finance


                  Vacation & Sick Day                  Financial
  Benefits                                                                   Expense Reports
                       Tracking                      Performance
Common site map (medium & large organizations)



                                   http://intranet


             HR                                                    Finance


                  Vacation & Sick Day                  Financial
  Benefits                                                                   Expense Reports
                       Tracking                      Performance
Common mistakes
 While easy to build out, manageability is constrained
 Governance challenges




 Lack of separation between portal and collaboration content
 Design must reflect both
Info Architecture vs. Info Management
Information Architecture
   Organize and describe content
         Metadata
         Structure
         Relationships
     Inputs
         Knowledge Management team
         Librarians
         Content owners
         Subject matter experts (SMEs)
     Outcomes
         Site map (navigation)
         Taxonomy
         Search
         Targeting (audiences)
Info Architecture vs. Info Management
Information Architecture                  Information Management
   Organize and describe content            Manage the content & service
         Metadata                               Access levels (permissions)
         Structure                              Lifecycle
         Relationships                          Storage
     Inputs                                 Inputs
         Knowledge Management team              Information management policies
         Librarians                             IT usage policies
         Content owners                         Regulatory environment
         Subject matter experts (SMEs)          SLAs
     Outcomes                               Outcomes
         Site map (navigation)                  Access levels
         Taxonomy                               Records management
         Search                                 Compliance
         Targeting (audiences)                  Performance
Info Architecture vs. Info Management
Information Architecture                  Information Management
   Organize and describe content            Manage the content & service
         Metadata                               Access levels (permissions)
         Structure                              Lifecycle
                  How you describe content is
          Relationships                          Storage
     Inputs                        Inputs
       Knowledge fundamentally different than
                   Management team    Information management policies
       Librarians                    IT usage policies
       Content owners   how you manage itenvironment
                                      Regulatory
         Subject matter experts (SMEs)          SLAs
     Outcomes                               Outcomes
         Site map (navigation)                  Access levels
         Taxonomy                               Records management
         Search                                 Compliance
         Targeting (audiences)                  Performance
Management controls and scopes
                       Farm


     Zone        Web Application     Service Application


                    Content DB

                Site collection

                    Top-level site


    Sub site         List/Library     Sub site

                       [Folder]

                  Item / Document
Just a few examples
 “My Europe team must be able to collaborate locally”

 “Only my engineering group should be able to upload large
  AutoCAD drawings”

 “I need to ensure HR’s content is secured”
The Great Divide
 Management requirements  more “containers”




 The paradox: in order to manage something more effectively, you
  increase the management effort
 Many out-of-box features scoped to a single site collection
How does this work?
                                                               Site Map (the “Interface”)
                                                                      http://intranet


                                          HR                                                                            Finance

                                                Vacation & Sick Day
   Benefits                                                                            Financial Performance                                Expense Reports
                                                     Tracking


                                                            Service Architecture (the “Back end”)
                            http://apps                          http://teams                        http://intranet

                                                                                                      Site Collection

                                                                                                               /

                                                                                      HR               Engineering            Finance

          Site Collection                 Site Collection           Site Collection          Site Collection

           Custom App                          HR                    Engineering                Finance



                                                                                                                             User Profile
                                                                             Search                    MMS
                                                                                                                               Service
Management headache
                                                                                                           Central
                                                                                                           Admin
 Too many setting pages…

                                                             WebApp                                                                               WebApp
                                                             Settings                                                                             Settings



                     Site Collection                                         Site Collection             Site Collection                                          Site Collection
                        Settings                                                Settings                    Settings                                                 Settings




     Site Settings           Site Settings   Site Settings   Site Settings         Site Settings                  Site Settings   Site Settings   Site Settings        Site Settings




List Settings
                                                                                  Library Settings
                                                                                                         Site Settings




                                                                                         List Settings                                                        Library Settings
The need to simplify administration
 Administering through a “single pane of glass” on
                                                      Security


                                                                 Configuratio
                                                                 ns




                                                                 Reports




 Lets you                                                       Search
How do we do it?
 Adaptive navigation




 Automated administration
Book signing
Thank you

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How governance drives your information and security architecture

  • 1. How governance drives your information and security architecture Randy Williams Enterprise Trainer and Evangelist AvePoint
  • 2. Randy Williams  Enterprise Trainer & Evangelist  Based in San Diego, CA  SharePoint MVP for 2009, 2010, 2011  Speaker at many global conferences  20+ years in IT  Columnist: SharePoint Pro magazine  randy.williams@avepoint.com  @tweetraw
  • 3. Do any of these sound familiar?
  • 4. I have no idea where I should be storing my files
  • 5. I can’t find what I need!
  • 6. How can I give Alice access to what Bob had?
  • 8. There’s no way I can enforce my governance policy
  • 9. They should call it “ScarePoint” or “No Point”
  • 11. “Site Map” http://intranet HR Finance Vacation & Sick Day Financial Benefits Expense Reports Tracking Performance
  • 12. Common site map (small organizations) http://intranet HR Finance Vacation & Sick Day Financial Benefits Expense Reports Tracking Performance
  • 13. Common site map (medium & large organizations) http://intranet HR Finance Vacation & Sick Day Financial Benefits Expense Reports Tracking Performance
  • 14. Common mistakes  While easy to build out, manageability is constrained  Governance challenges  Lack of separation between portal and collaboration content  Design must reflect both
  • 15. Info Architecture vs. Info Management Information Architecture  Organize and describe content  Metadata  Structure  Relationships  Inputs  Knowledge Management team  Librarians  Content owners  Subject matter experts (SMEs)  Outcomes  Site map (navigation)  Taxonomy  Search  Targeting (audiences)
  • 16. Info Architecture vs. Info Management Information Architecture Information Management  Organize and describe content  Manage the content & service  Metadata  Access levels (permissions)  Structure  Lifecycle  Relationships  Storage  Inputs  Inputs  Knowledge Management team  Information management policies  Librarians  IT usage policies  Content owners  Regulatory environment  Subject matter experts (SMEs)  SLAs  Outcomes  Outcomes  Site map (navigation)  Access levels  Taxonomy  Records management  Search  Compliance  Targeting (audiences)  Performance
  • 17. Info Architecture vs. Info Management Information Architecture Information Management  Organize and describe content  Manage the content & service  Metadata  Access levels (permissions)  Structure  Lifecycle  How you describe content is Relationships  Storage  Inputs  Inputs  Knowledge fundamentally different than Management team  Information management policies  Librarians  IT usage policies  Content owners how you manage itenvironment  Regulatory  Subject matter experts (SMEs)  SLAs  Outcomes  Outcomes  Site map (navigation)  Access levels  Taxonomy  Records management  Search  Compliance  Targeting (audiences)  Performance
  • 18. Management controls and scopes Farm Zone Web Application Service Application Content DB Site collection Top-level site Sub site List/Library Sub site [Folder] Item / Document
  • 19. Just a few examples  “My Europe team must be able to collaborate locally”  “Only my engineering group should be able to upload large AutoCAD drawings”  “I need to ensure HR’s content is secured”
  • 20. The Great Divide  Management requirements  more “containers”  The paradox: in order to manage something more effectively, you increase the management effort  Many out-of-box features scoped to a single site collection
  • 21. How does this work? Site Map (the “Interface”) http://intranet HR Finance Vacation & Sick Day Benefits Financial Performance Expense Reports Tracking Service Architecture (the “Back end”) http://apps http://teams http://intranet Site Collection / HR Engineering Finance Site Collection Site Collection Site Collection Site Collection Custom App HR Engineering Finance User Profile Search MMS Service
  • 22. Management headache Central Admin Too many setting pages… WebApp WebApp Settings Settings Site Collection Site Collection Site Collection Site Collection Settings Settings Settings Settings Site Settings Site Settings Site Settings Site Settings Site Settings Site Settings Site Settings Site Settings Site Settings List Settings Library Settings Site Settings List Settings Library Settings
  • 23. The need to simplify administration  Administering through a “single pane of glass” on Security Configuratio ns Reports  Lets you Search
  • 24. How do we do it?  Adaptive navigation  Automated administration

Notas do Editor

  1. Animation of the settings complexity of SharePoint