Mais conteúdo relacionado Semelhante a A Guide to Scalable SharePoint Governance (20) Mais de Knowledge Management Associates, LLC (15) A Guide to Scalable SharePoint Governance1. A Guide to Scalable SharePoint Governance
Buckley and Gilronan
Audio Information:
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Conference Room Number: 4795148
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2. Insights
House Keeping Items
• Experiencing Issues?
– Change color of your seat to RED
• Questions for Speakers?
– Submit questions during webinar
• Twitter Discussion
– #kmasp
• Feedback
– Webinar Followup
– Next Steps
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3. Insights
About KMA
• Founded in 1995, focused on New England
• 22 employees, technical DNA
• Key Industries: Professional Services, Life
Sciences & Financial Services
• Technologies:
• SharePoint, SQL Server, Office, and Visual
Studio.NET
• Specialties:
• Collaboration: Portals, Websites, Communities
and Content Management
• Insight: Enterprise Search and Business
Intelligence
• Productivity: Forms, Workflow, Office Client
Customization
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4. Insights
About Axceler
Improving Collaboration for 16+ Years
– Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
– Delivered award-winning administration and migration
software since 1994
– Over 2,000 global customers
Dramatically improve the management of SharePoint
– Innovative products that improve security, scalability,
reliability, “deployability”
– Making IT more effective and efficient and lower the total
cost of ownership
Focus on solving specific SharePoint problems
(Administration & Migration)
– Coach enterprises on SharePoint best practices
– Give administrators the most innovative tools available
– Anticipate customers’ needs
– Deliver best of breed offerings
– Stay in lock step with SharePoint development and market trends
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5. Insights
About the Speakers – Mike Gilronan
• Partner at KMA
• Over 5 years at KMA, over 12 years in Microsoft
partner community
• Over 20 years of experience in IT and Professional
Services
– Public accounting & Controllership
– Professional Services Leadership
– Client Relationship Management
– Business Development
• Focused on Business Decision Maker point of view
• “Recovering” CPA, PMP, all-around process geek
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6. Insights
About the Speakers – Christian Buckley
• Director of Product Evangelism at Axceler
• SharePoint Server MVP
• Co-author of ‘Implementing Microsoft SharePoint
2010 Real-World Projects’ (MS Press)
• Prior to Axceler, worked at Microsoft as a Senior
Program Manager and Operations Manager. Was
part of the team that created the hosted
SharePoint platform, now part of Office365
• International speaker, active community
member, and SharePoint expert blogger on
AIIM.org
• Authored over 200 articles in 2011
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7. What We’ll Cover
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8. Insights
Agenda
– Why is a SharePoint governance plan needed?
– Tactics of a SharePoint governance plan
– Up a level – Strategies for SharePoint governance
– One tool in the toolbox: Axceler's ControlPoint
SharePoint Administration Software
– Questions & Answers
– Resources
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9. Insights
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From ‘Creating Passionate Users,’ Kathy Sierra
10. Insights
Defining Terms
• Governance definitions vary, but its important to
figure out what it means within your company, and
proactively manage it
– Corporate governance
– IT governance
– Project governance
– SharePoint governance
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11. Insights
• SharePoint is like a
fingerprint - we all have
them, but they are all
unique
• SharePoint governance
has to fit your unique
condition and goals
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12. Insights
The Pre-Work
• Before you can talk about
governance, either strategically
or tactically, there are some
pre-requisites:
– understanding the business
value of SharePoint
– clarifying the scope of what
is to be built before you
start building it (novel
concept, I know)
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13. Insights
KMA Case Study: Business Value Mapping
“Report center” is stated biz case, but what are goals?
Outcome Business Value
More timely reporting Better decisions (speed)
More accurate reporting Better decisions (accuracy)
More efficient reporting Reduced costs, ability to scale
Compliance capability Reduced cost of compliance
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14. Insights
Tactical Governance
• Permissions
• Storage
• Usage
• Reporting
• Analytics
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15. Insights
Permissions
• What problems occur when
permissions are askew
• What it means to manage
them
• What can you do out of the
box
• Where you need help,
through services and tools
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16. Insights
KMA Case Study: Permissions
• Partner Extranets
– Example 1: Using line-of-business application as
authentication provider
– Example 2: Hierarchical permissions
– Example 3: Provisioning and de-commissioning
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17. Insights
Thomas Jefferson on SharePoint Security
“The tree of liberty must be refreshed from time to time with the blood of
patriots and tyrants.” – Thomas Jefferson
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18. Insights
Thomas Jefferson on SharePoint Security
“The tree of liberty security must be refreshed from time to time with thorough periodic reviews of
comings, goings, and changes in roles. the blood of patriots and tyrants.” – Thomas Jefferson
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19. Insights
Storage
• Problems and costs of storage not being managed
• What it means to manage it
• What you can do out of the box
• Where you need help
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20. Insights
KMA Case Study: Storage
Construction Extranets
• Phase 1 – re-architect
content databases
• Phase 2 – remote
storage of large binaries
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21. Insights
Usage
• Why it’s important to have visibility into what is
happening in SharePoint
– Know who is using it
– Help prioritize
– Ensure rules/policies/compliance not being broken
• What is means to manage it
• What you can do out of the box
• Where you need help
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22. Insights
KMA Case Study: Usage
• Using SharePoint to
Manage SharePoint
– Submittal forms
(incident/request/
enhancement)
– Punch lists
– Portfolio
management
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23. Insights
Reporting
• A view into what is happening across your system
• The first step in automation
• A key aspect of the change management process
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24. Insights
KMA Case Study: Reporting
• 4 years in…
– Search logs
– MSFT or third-
party tools to
view content
inventory
– ControlPoint
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25. Insights
Analytics
• Activity by site
• Activity by user
• Storage by site
• Which
solutions, features are
being used
• Tracking social activities
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26. From Tactics to Strategy – Up a Level
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27. Insights
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28. Insights
Strategic Level: 5 keys to successful governance
• Structure/Architecture
• Policies, Process, and Standards
• Ownership and Accountability
• Measurement and Reporting
• Automation
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29. Insights
Structure/Architecture
Sub-site
Site
Sub-site
Site
Site
Collection
Web App Site Sub-site
Site
Site
Farm Collection
Site
Site
Web App
Collection
Site Sub-site
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30. Insights
Policies, Process, and Standards
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31. Insights
Ownership and Accountability
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32. Insights
Measurement and Reporting
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33. Insights
Automation
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34. Insights
Readiness
• Self Quiz: how does your organization handle governance? / or / how good is your
org at governance?
– 10 key questions
– Self rate, 1-5 scale
– Final results: A quick benchmark:
• Excellent governance capability, with strong policies in place
• Good governance process and capability, but room for some
improvement
• Fair governance capability, but lacking in several areas which introduces
unnecessary risk to the organization
• Poor governance process and capability, lacking in most areas, wild west
– We’ll send out the survey following the webcast
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35. One Solution: Axceler’s ControlPoint
Demo
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36. Insights
ControlPoint for SharePoint Governance & Management
For SharePoint 2007 and SharePoint 2010
Manage Permissions Deploy & Configure Analyze & Optimize
-Analyze Permissions -Move & Copy Items, Folders, Lists, Sites, - Site Activity w/ Trending
-Set, Delete, Reassign & Duplicate Collections - Storage w/ Trending
-Cleanup users - Manage Content Databases -Most/Least across Site Collections,
- SharePoint Group Management -Manage Features, Alerts Sites, Lists, Items.
-Break/Restore Permission Inheritance -Set Site Collection, Site and List - Site Collection, Site and List
-Clone Site Permissions Properties Reporting
- Backup/Restore Permissions -Bulk Operations - Audit Log Analysis
- Permissions Change Alerts -Advanced Site Search
-Content Type Usage
- SharePoint CALs
-Policy Enforcement
-Schedule Reports
Smarter Architecture and Infrastructure
Ease of Use Intuitive User Interface “Find it and Fix It”
Enhanced
Control
Security Trimmed Distributed Administration
Solid Installs as SharePoint Integrated with SharePoint Enterprise
Foundation Web Application Administration Scalability
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37. Questions and Answers
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38. Insights
Selected Resources
Source Value URL
Microsoft Governance Standards as propagated by http://bit.ly/kmasp0112-a
Guides MSFT, a good starting point
Paul Culmsee’s Body of Iconoclastic views on best http://bit.ly/kmasp0112-b
Work (blog, book, class) practices and governance,
artfully delivered
SHARE Conference Business Decision Maker- http://bit.ly/kmasp0112-c
(Atlanta, April 23-26, focused SharePoint
2012) Conference (non-technical)
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39. Insights
Call to Action
• KMA will send follow-up with the Governance Quiz
• Take the Quiz on your own, let us know if you have
any questions or would like our help:
Name E-mail Twitter Blog
Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-blog.kma-llc.net/
KMA @kmallc http://www.kma-llc.net
Christian Buckley cbuck@axceler.com @buckleyplanet www.buckleyplanet.com
Axceler @axceler www.axceler.com
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40. Thank You!
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Notas do Editor Intros - 5 minsContent - 30 minsDemo - 10 minsQ&A - 10Closing - next steps 5 mins SW SW? or MG SW? or MG SW MG MG: MG: A successful SharePoint deployment relies on an enterprise's ability to govern the service and ensure that it meets customers' business needs in a secure, manageable, and cost-effective way.Proper SharePoint governance assigns responsibilities and access levels to various members of your organization to ensure SharePoint runs smoothly. We'll review together some governance best practices, some common "gotchas", and some tools to make the management process easier. CB CB CB: Once you understand biz value and scope, you next need to understand how to manage what you have (governance) to maximize performance and value. MG: Questions to challenge stated business case “We need a reporting center.” Is goal speed? Accuracy? Efficiency (more with less)? Scale? Compliance?Also, is it the right process? Investment firm: daily reporting is a sacred process. We’re a PSO firm where daily reporting is overkill, but if you improve your time and billing process, you’re creating real value in our most sacred process. CB CB: (give them an idea of what is out there, setup for our ending pitch) MG: ex 1 – you may already have structures built that support permissions you want in SP (AD, other LOB)Ex 2 – (e.g., me + directs, “show me what they see”) you may have very specific use cases that require custom permissions (although CBA may mitigate)Ex 3 – level of effort here may be subject to lifespan of solution (KMA projects not same as Bechtel/Parsons Brinckerhoff projects)Last note: Not static (Jeffersonian wisdom) MG MG CB MG: Construction extranets for large (>$2B) construction management firmOriginal State: only one content DB, ~600GB, content up to 200GB for a single project, due to lots of BIM projectsPhase 1: re-architect content DBs into ~20 for ease of admin, archiving, backup/restorePhase 2: (future) implement RBS to get large binary files out of SP DB – be aware of prevalence of rich media in engineering, video, audio, photo usageSecondary theme: assigning and living by quotas – nothing by T. Jefferson, but requires monitoring and adaptation based on usage patterns CB MG visibility into what gets used via “view all site content”, other tools, but don’t forget just using SP PM and ALM tools to manage SP MG – Boston-based firm of ~500 employees, dozens of web apps, hundreds of site Tools: “view all site content”, search logs and feedback mechanisms (home page, in-line, logging/reporting), ControlPointProcess: who owns? What frequency are reports run? What actions are taken?Image – from PowerView. New SQL2012 component for reporting. CB CB: Now that you understand some of the more tactical aspects of SP governance, let's broaden the topics and help you understand some of the more strategic implications of poor governance CB CB lead, MG color CB lead, MG color (MG: raw materials are existing IT processes/frameworks, like ITIL, MOF, etc. – no need to cut from whole cloth) CB lead, MG color CB lead, MG colorMG Q to CB: how do we mean this differently from the reporting and analytics earlier at tactical level? (A: tactical is contextual – strategy is ROI-based of whole initiative, a level up) CB lead, MG colorHelpful tools: compliance control checklists, document/forms-based workflows, alerts to prompt owners/users for action. Create an outline of 10 to 12 questions they can ask themselvesProvide a bit of narrative around each one, explaining the impact, examplesAllow them to self rate, 1-5 scaleCreate a key that states where they areExcellent governance capability, with strong policies in placeGood governance process and capability, but room for some improvementFair governance capability, but lacking in several areas which introduces unnecessary risk to the orgPoor governance process and capability, lacking in most areas, wild west One Q: “Where do I start?” reprise CB blog post/discussion about “highest value” and MG will add in consideration of “audience readiness” as ROI and/or risk component. 1. Some good content from MSFT point of view, incl C. Bortlik’s deck from SPSBOS