2. Presentation Objectives
In this presentation, you will learn how to best manage
SharePoint users
In addition, you will learn
The fundamentals of SharePoint site membership
Effective techniques in identifying user communication
and information needs
How to map communication plan to SharePoint site
membership
SharePoint user management process
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3. Facilitator: Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc.
Author, “SharePoint for Project
Management” by O’Reilly Media
For more information, connect with Dux
E-Mail: dux.sy@innovative-e.com
Twitter: twitter.com/meetdux
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: @meetdux Hashtag: #sptechcon #spum
4. Agenda
Managing SharePoint Users is a Double-Edged Sword
The Basics of SharePoint Site Membership
5 Key Steps to Managing SharePoint Users
Summary
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5. Sound Familiar?
“I can’t upload to the Shared Documents library!”
“Since you bought me dinner last night, sure,
I can grant you Full Control permission.”
“Nobody knows who has access to what
in our SharePoint environment”
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7. Agenda
Managing SharePoint Users is a Double-Edged Sword
The Basics of SharePoint Site Membership
5 Key Steps to Managing SharePoint Users
Summary
Twitter: @meetdux Hashtag: #sptechcon #spum
8. Who Can Access SharePoint Sites?
SharePoint sites are intended for a community of users
Site Membership is defined
During site creation
Even after the site is created
In order to be added as a site member, a user has to be
added to SharePoint first
SharePoint users can come from various sources known
as authentication providers
Authentication providers are defined from SharePoint
Central Administration
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9. Authentication Providers
Web SSO OpenID
Windows SharePoint OAuth
FBA FB Connect
Site 1 Site 2 Site 3
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10. Site Membership
How are site members added?
Manually by site owner
User request
What are SharePoint groups?
A convenient way to manage groups of people within a site or
who collaborate frequently on many sites in a site collection
How are user permissions defined?
Site permissions
Library/List Permissions
Item-level permissions
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11. Site Access
C SharePoint Site
Dux
Shared Calendar Tasks
R
Documents
Members
Jerry C
Elaine Performance
George Eval Meeting
No
Cosmo
Access
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12. Agenda
Managing SharePoint Users is a Double-Edged Sword
The Basics of SharePoint Site Membership
5 Key Steps to Managing SharePoint Users
Summary
Twitter: @meetdux Hashtag: #sptechcon #spum
13. Communication Planning is Key
Determining communication needs and mapping to site
access are essential
Both incoming and outgoing
Site owners/managers are responsible
1. Identify communication requirements
2. Group site users
3. Map communication requirements to site permissions
4. Enforce permission change management
5. Document & maintain site access information
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14. #1 Identify Communication Requirements
Program Manager
Regular e-mail updates on project milestones and risks
Comptroller
Reviews and updates any change to project finances
Compliance Office
Monitors project process compliance
Reviews and updates project risks
Other Project Managers
Share lessons learned and satisfy continuous improvement
process
Read only access to project documents
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15. #2 Group Site Users
User Site Group
Program Manager Owners Members Visitors
Comptroller Owners Members Visitors
Compliance Office Owners Members Visitors
Other PMs Owners Members Visitors
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16. #3 Map Communication Requirements
User Issues Tasks Project Docs Calendar
Visitors R R R R
Members C C R C
FC = Full Control D = Design C = Contribute R = Read
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17. #4 Enforce Permission Change Management
Permissions
Change request
Change
Permission
Log
Inform
details originator
Analyze
Yes
Site Manager
decision Log No
Gather info
Schedule
Later Review
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18. #5 Document & Maintain Site Access Info
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19. Agenda
Managing SharePoint Users is a Double-Edged Sword
The Basics of SharePoint Site Membership
5 Key Steps to Managing SharePoint Users
Summary
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20. Gotchas
By default, in WSS 3.0 + MOSS 2007, Contribute permission
level allows
Allows users to create subsites
Manage Personal Views
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21. Resources
Screencast: A Primer to SharePoint Security
http://bit.ly/spsecurity
Video: Managing SharePoint 2007 Site Permission
http://bit.ly/d2oNOw
Workbook: Site Creation Rights Governance Theme
http://bit.ly/b590nE
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22. Questions?
E-Mail: dux.sy@innovative-e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
Provide feedback to get Permissions template & a chance to
win SharePoint for Project Management” ebook
http://meetdux.com/feedback
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