SharePoint Operational Governance. al 1

Transcription

1 SharePoint Operational Governance al 1

2 About the Speaker Dan Lewis Senior Consultant, Microsoft Corporation U.S. Enterprise Services Consulting for IT Operations MCITP, MCTS, MCAD, MOF Blog:

3 Poll Does your organization have a governance plan in place for Microsoft SharePoint? a. We have one and adhere to the plan. b. We have one but do not follow it. c. We are in the process of creating a plan. d. We do not have a governance plan.

4 SharePoint and Governance Background

5 Microsoft SharePoint Server 2010 Logging service SharePoint search FAST Microsoft Office Web Apps Microsoft Excel calculation Microsoft Visio Microsoft Access Sandboxed User profile Managed metadata Web analytics Business connection Microsoft InfoPath forms Conversion Microsoft PerformancePoint Workflow capabilities

6 SharePoint IT Service Business goals Services offered Users Service level agreements (SLAs) Architecture Team Management Once your IT service is defined, the governance plan will assist you in managing the IT service

7 Why Do We Need 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 Avoid a SharePlosion

8 Where Do We Start? Create a SharePoint governance committee of different stakeholders: Compliance officers IT managers SharePoint administrators Development lead Business leaders Executive stakeholders Work through the different components of a SharePoint governance plan

9 Components of a SharePoint Governance Plan Vision statement Roles and responsibilities Guiding principles Governance policies and standards: Information governance Customization Security Operations Custom

10 Vision Statement

11 Vision Statement Describes what you want to achieve with your SharePoint environment Answers what value is being delivered Serves as guidance when you define the governance policies Does this decision align with our vision statement? Revisit the vision statement often during the development of a governance plan to remain on track Example: Establish a collaborative culture that encourages knowledge sharing through standards-based capabilities across all departments and divisions of Company XYZ.

12 Roles and Responsibilities

13 SharePoint Role... or Roles?

14 Roles and Responsibilities Describe how a role or group is responsible for ensuring the SharePoint IT service is successful Identify who are the decision makers Can be at the business level, farm level, or site level An individual is typically in more than one role in smaller environments

15 Typical Roles and Teams Teams: SharePoint development team SharePoint administration team Windows administration team Microsoft SQL Server administration team Roles: Executive sponsor Business owner SharePoint farm administrator SharePoint site administrator SharePoint user

16 Poll How many members are in your organization s SharePoint administration team? a. 1 b. 2 to 5 c. 6 to 10 d. 10 or more

17 Guiding Principles

18 Guiding Principles Support the vision statement Default preference for making decisions Support the organization s standards and best practices Can fall into different categories: Content, security, operational, design Examples: Classified information will not be stored in Contoso s SharePoint environment Only out-of-the-box functionality will be used Approved master-page layouts will be used throughout the Contoso intranet

19 Governance Policies

20 Governance Policies and Standards Policies are the definition of rules to be followed when using SharePoint Standards are the description of a standardized best practice method of something specific in SharePoint Policies and standards cover the following areas: Information Development Deployment Security Operations Support Customizations

21 Information Policies Quota templates Site structure Self-service provisioning Permissions management Site templates Workflows Sandboxing Records management Metadata services Publishing

22 Information Policies Across Sites Different types of sites frequently require different governance policies Published sites typically have greater governance over information than team sites, collaboration sites, and My Site websites Each type of site should have a specific governance plan

23 Development and Deployment Policies Development: Development environment Including tools that can be utilized Design principles Lifecycle Branding Sandbox solutions Deployment: Methods Packaging Updating Support

24 Development Life Cycle Use separate environments Test, test, test Track changes

25 Security Policies System administration Farm administration Permissions Environment access Service account passwords SharePoint Designer Web application

26 Operations Policies Farm administration SharePoint audits Site collection Server updates SharePoint updates Database maintenance Log files Backup and recovery Monitoring

27 Service Level Map

28 Service Map Example

29 What Does a Service Map Tell Us? It tells about the: Hardware streams that make up a service Application streams that make up a service Types of settings that are needed for the service to function Supporting services that are needed to ensure that the service stays available Customers of the service Owners of the critical pieces within the service chain

30 The Benefits of a Service Map A service map allows the organization to: Perform a business impact analysis Build SLAs, operational level agreements (OLAs), and underpinning contract service requirements (UCs) Speak in business terms Have accurate availability planning Determine dependencies for service continuity planning Complete release planning efficiently Conduct problem management effectively

31 Questions and Answers Submit text questions by using the Ask button Don t forget to fill out the survey For upcoming and previously live webcasts, visit Got webcast content ideas? Contact us at

32 Additional Information

33 Key Governance Resources TechNet: SharePoint Governance Resource Center Governance model for SharePoint Server 2010 (diagram) D=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701 Governance planning (white paper) Governance implementation (white paper) SharePoint Server 2010 operations framework and checklists (white paper)

34 Speaker Contact Information Dan Lewis Senior Consultant, Microsoft Corporation US Enterprise Services Consulting for IT Operations MCITP, MCTS, MCAD, MOF Blog:

35 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 35