Contoso SharePoint 2010 Governance Plan (Functional and Non-Functional Requirements) Prepared for 2/9/2011, Draft #1 Prepared by Chris Givens Contributors TBD
Revision and Signoff Sheet Change Record Date Author Version Change reference 2/9/2011 Chris Givens 1.0 Initial draft for review/discussion Reviewers Name Version approved Position Date Project Sponsor Senior Architect Project Manager Director of Communication and Networking Project Infrastructure (IT Admin) IT Manager (IT & Portal Admin) IT Executive Signoff Name of IT Director Date Signoff Name of Business Director Date
Contents Executive Summary... 12 Governance Team:... 12 Executive Sponsor... 12 Business Unit Leads... 13 Contoso Team Members... 13 Consulting Contoso Team Members... 13 Roles and Responsibilities... 13 Farm Configuration... 14 Servers... 14 Database Configuration... 14 Network Configuration... 14 TCP/UDP Ports... 14 DNS... 14 Replication... 15 Load Balancer... 15 Remote Sites... 15 Email Configuration... 15 Farm Solutions... 15 Farm Sandboxed Solutions... 15 Configuration... 15 Blocked Solutions... 15 Farm Features:... 15 Farm Creation Policy... 16 Web Application Configuration... 17 Web Creation Policy... 17 Default Settings... 17 Default Application Pool... 17 Default Authentication Providers... 17 Default Managed Paths:... 17 Default Self-Service Site Creation... 17
Default Blocked File Types... 17 Default Web application Features... 18 Default Web Part Security... 18 Default Web Application Policy... 18 Default SharePoint Designer Access... 19 Default Document Converter... 19 Default Outgoing Email... 19 Default Workflow Settings... 19 Default Resource Throttling Settings... 19 Default General Settings... 19 Default Send to Connections... 20 Central Administration... 20 Alternate Access Mappings... 20 Content Databases... 20 Authentication Providers:... 20 Managed Paths:... 21 Self-Service Site Creation... 21 Web application Features... 21 Web Application Policy... 21 SharePoint Designer Access... 21 Outgoing Email... 21 Workflow Settings... 21 Resource Throttling Settings... 21 General Settings... 21 Contoso Portal... 21 Alternate Access Mappings... 21 Content Databases... 21 Teams Web Application... 22 Alternate Access Mappings... 22 Content Databases... 22 Authentication Providers:... 22 Managed Paths:... 22
Self-Service Site Creation... 22 Web application Features... 22 Web Application Policy... 22 SharePoint Designer Access... 23 Outgoing Email... 23 Workflow Settings... 23 Resource Throttling Settings... 23 General Settings... 23 My Sites/Profiles... 23 Alternate Access Mappings... 23 Content Databases... 23 Site Collection Configuration... 24 Site Collection Hierarchy... 24 Site Collection Navigation... 24 Site Collection Creation Policy... 24 Site Collection Supported Features... 24 Site Collection Un-Supported Features... 24 Site Collection List... 25 Confirm site use and deletion... 25 Site Monitoring... 25 Quota Templates... 25 Requesting higher quotas... 25 Site Collection Quotas... 25 Contoso Defined Quotas... 25 Site Collection Administrators... 26 Site Collection Security... 26 SharePoint Designer Access... 26 Content Authoring and Deployment... 26 Site Creation Policy... 26 Auditing Policy... 26 Team Site Creation Policy... 27 Requesting\Creating Sites... 27
Types of Supported Sites... 27 My Site & User Profile User Usage Policy... 28 Quota... 28 Picture Usage... 28 User Profile Status Messages... 28 User Profile... 28 My Site Branding... 28 My Site Deletion... 28 Team Site End User Usage Policy... 29 Security and Permissions... 29 Auditing Policiy... 29 Supported Features... 29 Non-supported Features... 29 Ranking, Tagging and Noteboard Policy... 29 Approved Actions... 30 Disallowed Actions... 30 Custom List Policy... 30 Document Library Policies... 31 Branding Policy... 32 Basic Teams Web Application configuration... 32 Features enabled... 32 Default Web parts... 32 Default master page... 32 Contoso Elements... 32 Master Pages... 32 Cascading Style Sheets... 32 XHTML... 32 Page Design... 32 Communication Plan... 33 Email list management... 33 Email frequency... 33 Usage Surveys... 33
Content and Records Management... 34 Taxonomy... 34 Content Types... 34 Managed Metadata Content Type Hub... 34 Document Convertors... 34 Converters... 34 Content Management... 34 Posting Content to Portal Pages... 34 Content Deployment... 34 Duplication Policy... 35 Copyright Material... 35 Confidential Material... 35 Records Management... 35 Default Send to Connections... 35 Information Management Policies... 35 Service Applications... 36 Service Application List... 36 Access Services Configuration... 36 Business Data Connectivity Services Configuration... 37 Excel Services Configuration... 37 Global Settings... 37 Trusted File Locations... 38 Trusted Data Providers... 38 Trusted Data Connection Libraries... 38 User Defined Function Assemblies... 38 Managed Metadata Service Configuration... 38 Term Store Administrators... 39 Settings... 39 Term Groups... 39 PerformancePoint Service Application Configuration... 39 Application Settings... 39 Trusted Data Source Locations... 39
Trusted Content Locations... 39 PowerPivot Service Application Configuration... 39 PowerPoint Service Application Configuration... 39 Settings... 39 Search Service Administration Configuration... 40 Topology... 40 Content Sources... 40 Crawl Schedule... 40 Crawl Rules... 40 Server Name Mappings... 40 Host Distribution Rules... 40 File Types... 40 ifilters... 41 Crawler Impact Rules... 41 Thesaurus... 41 Noise Words... 41 Hit Highlighting... 41 Keyword Best bets... 41 Authoritative Pages... 41 Federated Locations... 42 Metadata properties... 42 Scopes... 42 Search Result Removal... 42 Relevancy Tuning... 42 FAST Search Content Configuration... 42 FAST Search Query Configuration... 42 Secure Store Service Configuration... 42 Usage and Health data collection Configuration... 43 User Profile Service Application Configuration... 43 User Profile Properties... 43 Audiences... 43 Policies... 43
Synchronization Connections... 43 Profile Synchronization Settings... 43 Organization Profiles... 43 My Site Settings... 43 Visio Graphics Service Configuration... 44 Global settings:... 44 Trusted Data Providers... 44 Word Automation Services Configuration... 44 General Settings... 44 Word Viewing Service Configuration... 45 Service Application mapping... 45 Monitoring Settings... 46 Logging Configuration... 46 Logging Database... 46 Event Log Monitoring... 46 Tools... 46 Server Errors... 46 Application Errors... 47 Performance Monitoring... 47 Baseline Policy... 47 Notification Policy... 47 Language Packs... 47 Supported language packs... 47 Reporting Services... 48 Integration Settings... 48 Server Defaults... 48 InfoPath Forms Services... 49 Form templates... 49 Settings... 49 3 rd Party applications... 51 High Availability... 52 Mirroring... 52
Clustering... 52 Backup and Restore... 53 Backup Methodology... 53 Restore Methodology... 53 Remote Blob Storage (RBS) Configuration... 53 Security:... 54 Farm Administrators:... 54 Managed Accounts... 54 Password Change Policy... 54 Information Rights Management... 54 RMS Server Configuration... 54 Antivirus... 54 Antivirus tool... 54 Configuration... 54 Service Accounts... 55 Authentication... 55 Forms Based Authentication Policy... 55 Claims Authentication Policy... 55 Kerberos Policy... 55 Social Computing Usage Policies... 56 Browser Support... 57 SharePoint Supported Browsers... 57 Contoso Supported Browsers... 57 Known Challenges... 57 Training... 58 Online Wiki... 58 Internal User Group... 58 Lunch Sessions\Brown Bag... 58 Formal Training... 58 IT Professional... 58 End User... 58 Site Collection Administration... 58
Developer... 58 Cost Allocation... 59 Charge back... 59 Service Delivery Definitions... 60 Contoso Tier... 60 Services Offered... 60 Service Level Agreements... 60 Gold... 60 Silver... 60 Bronze... 60 Database systems... 60 External Applications... 60 Support Hours... 60 Gold... 60 Silver... 60 Bronze... 60 User Acceptance Testing... 61 UAT Environment... 61 Expectations... 61 Quality Assurance and Staging... 61 Staging Environment... 61 Change Management... 61 Historical Tracking... 61 Development Policies... 61 Development Environment... 61 Customization Development... 61 Site Definitions... 62 Source Control... 62 Code Access Security... 62 3 rd Party Components Usage Policy... 62 Non-Functional Requirements... 63 Performance... 63