Post on 25-Dec-2015
TECHFUSE 2009 BUILDING A SHAREPOINT PLATFORM
SITE – GOVERNANCE IN ACTION
Wes Preston
http://www.idubbs.com/blog
Quick Intro
Wes PrestonSharePoint Consultant at InetiumMVP – SharePoint ServerMCTS – WSS and MOSS
ConfigurationMinnesota SharePoint User Group
What is this site for?
Empower the usersBe the single point of reference for users of
SharePoint in the environment.On-demand training Two-way communication between users and
SharePoint team Put the user base at ease
Answer questions before they’ve asked themShow that you’ve planned for thisReduce call center calls/tickets
What is this site for?
Container or starting point for other resourcesTrainingAdministrators webUser Group site/schedule
Define roles and responsibilities A checklist for farm administrators
Why are we talking about this?
Get buy-in from the user base Governance – One of the things that
should be done as part of a SharePoint deployment
Sites like this are commonly talked about, but not frequently done
Give administrators a starting point
Good, Better, Best
A site like this is a good starting point, but there are a lot of improvements that can be introducedAutomationUser content
Dependent on your environment Dependent on the tools available
Governance
TechNet:Governance is the set of roles,
responsibilities, and processes that you put in place in an enterprise to guide the development and use of a solution based on SharePoint Products and Technologies.
Governance isn’t rocket science, but the platform site is just one example of a governance item that is traditionally forgotten
Taxonomy
The site is a web somewhere in your environmentThis specific example is self contained and
can be used as a site collection or a sub web
Platform Site
Platform Admins
Dev web
Training Other…
Welcome Text
Content Editor Web Part Welcome message and overview of
what users will find here – maybe links to major areas.
You may want to remove a site description or include the text in the Welcome Text
Announcements
Use for platform announcementsSystem outagesNew functionality or web partsTraining availability
Encourage alerts or RSS feeds
Links
The typical usage… Keep a list of reference URLs Use the list to populate a Quick Links
web part on the home page Use categories, filtering, etc…
Shared Documents
Reference documents Training docs or tutorials if you don’t
have a training web SLAs Lots of options!!
FAQ – Frequently Asked Questions Discussion List Lock the list down, or at least require
approval May want to use a service account for
admins submitting I need to… web part (MOSS) Limit or filter the number of items displaying
on the home page Create another page with multiple web parts
and grouped by category, etc…
Knowledgebase
Extension of the FAQ More information, more complete answers Identify processes and standards
Custom developmentAdding 3rd party products
What types of sites are available, what do they look like, what are scenarios for using
Scenarios and use-cases
Other Forums
User forums on the main siteUsersSite Administrators
Other forums on deeper sitesTrainingSharePoint Farm AdministratorsDevelopers
Contact Information
List users of the SharePoint Team Who is the manager (so things can be
escalated) Phone numbers? IM? Have an e-mail account that the team
monitors – link to message from the site
Feedback List
Offer a method for submitting feedback Could be a list with some categories Admins should set alerts or RSS Put approval on Allow others to see the feedback Add a ‘highlight’ flag to expose a view on
the homepage
Request Processes
Starts to get a little fuzzy… Some processes should be isolated more
Site Requests Security Requests Solution Requests Help Requests
Calendar
User Group meetings – internal and MNSPUG!
Scheduled labs Maintenance windows (outages,
upgrades) Meeting workspaces
Advertise it!
Let people know about the site however you canLink from the intranet/portalE-mail signatureReference information with links to the site
whenever possible
Training Site
Reference documents Links to relevant materials
Office SharePoint Server 2007 TrainingPortal and Stand-alone editions
SharePoint Designer 2007 TrainingPortal and Stand-alone editions
The SharePoint Shepherd’s Guide for End Users
SharePoint Admin Site
Reference documents Links to relevant materials
SharePoint Issues List Operational documents Platform documents (Backup to an offline location)
SharePoint Dev Site
Reference documents Links to relevant materials Dev Best Practices Templates Tools
PowerShellSharePoint DesignerVisual Studio
…More to do…
Seed additional content Clean up Add a checklist for administrators to go
down when implementing
Additional Notes
Have a SharePoint Admin account that administrators can use to submit content
Keep the content relevantSet schedule reminders
Publishing site – same idea, different implementation
Resources
Download this presentation and templateWes’s Blog:
http://www.idubbs.com/blog
Resources
Minnesota SharePoint User Group http://www.sharepointmn.com
Latest Governance presentation:http://www.sharepointmn.com/User%20Group%20Presentations/September%202008%20MNSPUG.ppt
SharePoint Joel Governance Slide Deck:http://www.slideshare.net/joeloleson/best-practices-conference-spring-09-avoiding-failed-deployments-and-newbie-mistakes-10-steps-to-success-keynote-by-joel-oleson
SharePoint Deployment Guide and Checklistshttp://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033