SharePoint 2010 Pragmatic implementation and use at a corporate level. Carol Van der Donck

Transcription

1 SharePoint 2010 Pragmatic implementation and use at a corporate level Carol Van der Donck

2 Agenda What is SP2010 Some facts SharePoint Governance Conclusion

3 Agenda What is SP2010 Some facts SharePoint Governance Conclusion

4 SharePoint 2010 Overview SharePoint Server 2010 Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements

5 Agenda What is SP2010 Some facts SharePoint Governance Conclusion

6 SharePoint adoption AIIM

7 How it is used AIIM

8 Organizational challenges AIIM

9 Agenda What is SP2010 Some facts SharePoint Governance Conclusion

10 SharePoint Governance 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.

11 Governance stakeholders Form and use a governance group to create and maintain the policies and include the following roles: Information architects or taxonomists Compliance officers Influential information workers IT technical specialists Development leaders Trainers IT managers Business division leaders Financial stakeholders Executive stakeholders

12 SharePoint governance

13 Scope of sites

14 IT governance Quotas Site lifecycle management and Self-service site provisioning Asset classification Data protection (backup and recovery) Branding and navigation Security, infrastructure and software updates

15 Multiple services Description Basic service A server farm that hosts s of site collections. Short-lived sites with small team sites Premium service A server farm hosting a highly critical site or highly customised site Example Collaboration site to plan an event Enterprise intranet with backend system integrations Customisations Only user interface Extensive, tested and reviewed before deployment. Sandboxed. Cost Minimal High Self service provisioning Yes No Backup frequency Twice weekly Daily Backups maintained for 14d 60d Problem resolution 2d 3h

16 Information management governance What to govern? Pages Lists Documents Records Rich media Wikis and blogs Anonymous comments Anonymous access External data Terms

17 Information management governance Workflows Approval Content types Information management policies Managed metadata Content Organizer Blocked file types

18 Customisation governance Lifecycle management Separation of environments Testing Source code control and version tracking Branding Consistent branding with a corporate style Store approved master pages in site galleries Define which parts of the template can be changed by site owners Allow room for sub-branding of individual team or project brands.

19 Customisation governance Features Specific policies regarding each type of customization (code-based/ no-code) Sandboxed solutions Processes for analyzing customizations Process for piloting and testing customizations Guidelines for packaging and deploying customizations Guidelines for updating customizations Approved tools for development Who is responsible for ongoing code support Service level descriptions

20 Agenda What is SP2010 Some facts SharePoint Governance Conclusion

21 Outcome I General guidelines Objective Vision Statement Roles and responsibilities Principles Content Management Posting content to exisiting pages/sites Posting content to the Home Page Posting content to personal pages Social tags and ratings Records retention Auditing and review

22 Outcome II Design policies and standards Creating new subsites Page layout and organisation Content types and metadata Security Branding Customisation policies and standards Browser based updates Updates based on SharePoint Designer Sandboxed solutions Centrally deployed / 3rd party solutions

23 Lessons learned Set up a proper IM vision for the enterprise before starting the real implementation Focus on business requirements - don't SP is rather easy to roll out and is let IT drive the attractive to end-users, so the risk Sort out governance. implementation is that everybody becomes People an achieve business Sort out training. administrator and that objectives, not software Sort out an IA. governance is neglected Define your problems so you know what you're Sort out a basic taxonomy solving for. Just changing to SP is not going to help unless you understand the business issues you're Don't customize if solving for Get a consultant and implement policies. SP can become a black hole unless managed carefully there's a way to avoid it AIIM

24 Contact us! Carol Van der Donck