1. Governance – how does information & security drive your architecture Randy Williams Enterprise Trainer & Evangelist randy.williams@avepoint.com Twitter: @tweetraw © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

2. Randy Williams Enterprise Trainer & Evangelist – AvePoint 20 years in IT developer, consultant, trainer, author Three-time SharePoint MVP Speaker at many global conferences randy.williams@avepoint.com http://linkd.in/plEEb1 @tweetraw

3. Objectives & Agenda Defining Governance Management Controls and Scopes Information Architecture vs. Management Four-Step Architecting Governance Process

4. Defining Governance

5. GOVERNANCE Sites Communities Composites Content Insights Search

6. Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals. Microsoft - http://bit.ly/nmNSbj What is governance?

7. Governance defines the people, processes, policies and technologiesthat deliver a service Alternate definition

10. GOVERNANCE People Process Policy SERVICE Technology

11. Architecting Governance

12. SharePoint http://intranet PRODUCTION FARM HR Finance http://teams http://intranet http://apps Expense Reports Vacation & Sick Day Tracking Financial Performance Benefits Site Collection HR Site Collection Engineering Site Collection Finance Site Collection / Search Metadata My Sites HR Engineering Finance LoB App Remote Site Collection Expense Reports CRM Research & Development Public Extranet WWW Extranet

13. Management Controlsand Scopes Fundamentals

14. Management controls and scopes SharePoint Service Isolation Service Application Configuration and Data Blocked File Types SSL Farm Web Application Service Application Zone Data Storage SLAs Content DB Quotas Ownership(Full Control) Site collection Features Security Permissions Top-level site Sub site List/Library Sub site Security Permissions [Folder] Item / Document

15. Management controls and scopes It’s about containers (scopes) Security (permissions)? We understand that… Scope unique permissions = site, list/library, folder, item Administrative overhead of multiple containers But… Governance and management is more than just security!

16. Information Architecturevs. Management Fundamentals

17. 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)

18. Information Architecture SharePoint http://intranet HR Finance Expense Reports Vacation & Sick Day Tracking Financial Performance Benefits

19. Info Architecture vs. Info Management Information Architecture Info Management 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) Manage the content & service Access levels (permissions) Lifecycle Storage Inputs Information management policies IT usage policies Regulatory environment SLAs Outcomes Access levels Records management Compliance Performance

20. Service Architecture PRODUCTION FARM http://teams http://intranet http://apps http://teams http://intranet http://apps Site Collection / Site Collection HR Site Collection Engineering Site Collection Finance Site Collection / HR Engineering Finance Site Collection HR Site Collection Engineering Site Collection Finance Site Collection Custom App Search Metadata My Sites HR Engineering Finance LoB App Remote Site Collection Custom App CRM Research & Development Test Farm Public Extranet WWW Extranet

21. SharePoint http://intranet PRODUCTION FARM HR Finance http://teams http://intranet http://apps Expense Reports Vacation & Sick Day Tracking Financial Performance Benefits Site Collection HR Site Collection Engineering Site Collection Finance Site Collection / Search Metadata My Sites HR Engineering Finance LoB App Remote Site Collection Custom App CRM Research & Development Public Extranet WWW Extranet

22. Architecting Governance Four-Step Process to

23. Architecting Governance

24. Classifying requirements Business Business purpose of the solution Technical Project Budget, deadlines, etc. Information architecture How content is described, organized and discovered Information management How content is created, secured, maintained, and disposed Service management IT assurance: performance, availability, recovery SLAs

25. Requirements to Architecture Solicited Derived

26. Architecting Governance

27. FARM Management controls and scopes WEB APPLICATION Zone Service Application CONTENT DATABASE User & Group Management Ownership(Full Control) SITE COLLECTION Top-Level Site List or Library [Folder] Subsite Subsite Item or Document

28. Requirements  multiple web apps Blocked file types DNS namespace (URL) Web site service isolation Web server: server isolation Application pool: process isolation Classic Mode or Claims Based Authentication Self-service site creation, automatic deletion of unused sites

29. More requirements  multiple web apps SharePoint Designer controls Impact of upgrade Functional web applications (http://apps) not upgraded immediately Business applications in this SharePoint web app have specific functionality They meet business requirements without upgrade Features that are installed to support these applications take time to upgrade Collaborative web sites, intranet, and services upgraded immediately Take advantage of new features of SharePoint vNext Service application connections and configuration Multiple scopes

30. Requirements  multiple zones Anonymous access Anonymous policy SSL Authentication providers User policy

31. Guidance: Web apps and zones INTRANET: published intranet content http://intranet COLLABORATION: business unit, department, team, project http://teams EXTRANET: collaboration with customers, vendors & partners http://extranet Zone: https://clients SOCIAL: enterprise social networking and personal content http://people PUBLIC WEB SITE http://www SIGNIFICANT LINE OF BUSINESS APPLICATION http://<LOB> e.g. http://CRM

32. Requirements  Multi-farm architectures Code isolation Dev / Test / Staging / Production Access Public-facing web site Extranet in Cloud: Partners & Customers Geo-performance Collaboration farm(s) with team sites Feature and process isolation Enterprise SharePoint farm with intranet and enterprise services Enterprise services: search, metadata, social (User Profiles, My Sites) Premium farm(s) for custom applications Consider the implications SLAs Chargebacks Upgrade to vNext

33. Requirements  multiple site collections Ownership Primary & secondary site collection administrators (Central Admin) The owner and secondary owner attributes of a site collection Full control of site collection + receive site collection email notifications Administration Site collection administrators as defined in the site collection Full control of site collection Quotas Locks SharePoint Designer restrictions Features Sandbox Solutions Search settings Audit settings User & group management Multiple scopes

34. Content lifecycleexample FARM http://intranet http://teams HR Finance HR Finance Benefits Benefits Page Benefits Page Archived Benefits

35. Requirements  content databases Storage Management Location of database Which SQL Server(s) host the database Storage platform Redundancy Clustering Mirroring Storage platform features Backup SLAs How long it takes to back up data Recovery SLAs How long it takes to restore data RTO and RPO PowerShell delegation Remote BLOB Storage (RBS)

36. Architecting Governance

37. FARM Sites, lists, libraries, and folders WEB APPLICATION Zone Service Application CONTENT DATABASE SITE COLLECTION Top-Level Site Security Permissions Features List or Library [Folder] Subsite Subsite Item or Document

38. Architecting Governance

39. The Great Divide Management requirements  more “containers” Web applications Site collections Content databases Out-of-box features scoped to a single site collection Navigation Add a subsite, navigation links created automatically Content management Site columns and content types apply to a subsite Administration Audit reports pull audit information from an entire site collection

40. “Behind the scenes” FARM http://teams http://intranet http://apps Site Collection HR Site Collection Engineering Site Collection Finance Site Collection / HR Engineering Finance Site Collection Custom App

41. Presentation to the user SharePoint http://intranet HR Finance Expense Reports Vacation & Sick Day Tracking Financial Performance Benefits

42. Overlay Information Architecture Navigation Manually-configured Quick Launch and top link bar (global navigation) Custom link lists (advantage: security trimmed) Custom or third-party navigation controls SPXmlContentMapProvider

43. Navigation FARM http://teams http://intranet http://apps Site Collection / HR Engineering Finance Site Collection HR Site Collection Engineering Site Collection Finance Site Collection Custom App

44. Presentation to the user SharePoint http://intranet HR Finance Expense Reports Vacation & Sick Day Tracking Financial Performance Benefits

45. Overlay Administration Administration “single pane of glass” across Site collections Web applications Farms For… Manage access, audit, manage groups Deploy content PowerShell Third-party administration tools

46. DocAve to the rescue…

47. Infrastructure Management Architect Manage Grow

49. one example

50. DocAve Administrator 50 PROD103 How you position a service to customer is very important! It must be simple, reliable and CONSISTENT!! For Administrators looking for simplified management of SharePoint farms, DocAve Administrator is a scalable and feature rich solution that allows you to intuitively manage all your farms down to item level as opposed to other tools that do not offer true multi-farm management

51. SharePoint Administration Central Admin Too many setting pages… WebAppSettings WebAppSettings Site Collection Settings Site Collection Settings Site Collection Settings Site Collection 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 51 PROD103

52. The Future © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Managing Governance Plans & Rules APIs Data Protection Admin-istration Reporting Storage Optimization Migration Compliance DocAve

53. To summarize…

54. Architecting Governance

55. Requirements to Architecture Solicited Derived

56. People GOVERNANCE Process Policy SERVICE Technology

57. GOVERNANCE MANAGEMENT SERVICE

58. Q&A Randy Williams randy.williams@avepoint.com

59. © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.