Share Point Governance Checklist _v1_AM102306291033

8/8/2019 Share Point Governance Checklist _v1_AM102306291033

1/34

checklists

SharePoint GovernanceChecklist Guide


2/34

WelcometotheMicrosoftOfceSharePoint

Server2007GovernanceChecklistGuide!

IncludedinthisMicrosoftOfceSharePointServer2007

GovernanceChecklistGuideisacollectionofhand-selected

checklistsandtipsthatprovidecomprehensivegovernance

informationtoensurethatyourITorganizationisfollowingthe

samestandardsforSharePointgovernanceastheexperts.

Thisguidecanbeusedalonetodevelopyourgovernanceplan,

asaquickreferenceguidethataccompaniestheSharePoint

GovernancePlan,orasafoundationforyourSharePoint

governance.

YoucandownloadtheSharePointGovernancePlanandnd

supportinginformationonSharePointgovernancebyvisitingthis

link:

p://go.mroof.om/fwn/?lnid=90916&d=0x409

Wehopeyouwillndthischecklistguideusefulforyour

SharePointdeployments.Wewelcomeyourfeedbackonthis

checklistguide.Pleasevisittheabovelinkandletusknowyour

thoughts.

TheSharePointProductandTechnologiesTeams

June2007


3/34

SharePointGovernancePlan:IntranetModel.

MicrosoftOfceSharePointProductsandtechnologiesarepowerful

andeffectivetoolsthatincreasecollaborationandcommunicationin

asharedenvironment.SharePointtechnologiesofferaexibleand

efcientwayforuserstocreatetheirownworkspacesolutionsfor

collaborativeprojectsandgroups.

However,aswithothercollaborationenvironmentswithoutproper

governance,aSharePointdeploymentcanbecomeunmanageable,

adisorganizedcollectionofsites,usersandlinks,throughthesame

pathwaysthatprovidesuchexibilityandpowerwhenproperly

deployed.

Inabalancedandwell-denedSharePointgovernanceplan,consistent

rulesandguidelinesareinstitutedthatgiveusersjustenoughexibility

andcontroltoproducecustomized,manageablesolutions,butalso

providesenoughoversightsothatthesolutionsretainmanageability.


4/34

StepstoaSuccessfulManagedDeployment

1.Consistencyofplatform,browsers,collaborationandenterprisesearch

strategy.

2. Manageascentrallyaspossiblewithatightteamwithameansto

communicatetotheCXOsthathaveavestedinterest.

3. Haveakillerbackupstrategythatmeetstheneedsofyourbusinessand

makesureitworksbeforedayone.

4. End-usertrainingandeducationinadditiontogoodcontentand

searchisthekeytoenduseradoption.

5. HaveaGovernanceandInformationManagementPlan.Branding

consistencywithacorporatestyleguideandconsistenttaxonomy.

Makeapprovedmasterpagesavailableinsitegalleriesforconsistency

whichwillinformuserstheyareonthecorporateIntranet.

6. Enforceworkowsandapprovalondocumentcentersandpageswhereofcialdocumentationcomestogether.Leverageversionhistoryand

versioncontroltomaintainahistoryandmasterdocumentthatallcan

referto.

7. Lifecyclemanagedsitecollections,anddocumentlibrarieswith

informationmanagementpoliciessuchascontenttypeswithauditing

andexpiration.

8. Properlysecurecorporateassets.Siteswith(PII)personallyidentiable

informationshouldbeappropriatelyaggedandsecuredandaudited.

9. Acorporatebrowseandsearchstrategyfortheenterprisewillensure

youaremakingthemostoutofyourintranetassetsaswellas

encourageculturechange,bestpracticesandadoption.

10.PlatformUsagePoliciesanddevelopmentandtestenvironmentsensure

onlythecodeyouwanttointroducefollowscorporateguidelinesand

willensuretheenvironmentissupportableandabletomaintainSLAs

(ServiceLevelAgreements).


5/34

Front-to-Back

inroduon 2-4

indx 5

c 6-16

informaonArur 6

Proj&OpraonaManagmn 7-8

Development&Conguration 9-10

infraruur 11

tng&Provonng 12

Opraonaconrn 13

eduaon&tranng 14

taxonomy&Navgaon 15

enrprsar 16

cuomc 17

Back-to-Front

tp&informaon 2-13

enrprsar 2

taxonomy&Navgaon 3

eduaon&tranng 4

Opraonaconrn 5

tng&Provonng 6

infraruur 7

Development&Conguration 8-9

Proj&OpraonaManagmn 10-11

informaonArur 12

informaonArurGud(grap) 13

No 14-17

GovernanceChecklistGuideIndex


6/34

INFORMATION ARCHITECTURE

Ensure understanding of what information architecture is and how it

ts in with the Intranet strategy Ensure stakeholders understand why information architecture is

critical

Consider hiring an information architecture professional

Build wireframes for 4-5 most popular pages (for example, a Home

page, a Policies and Procedures page, a Department page, and a

Search Results page)

Design simple sketches for each wireframe (links, content and full

functionality to be added later)

Create a sitemap to plan the overall structure

Create sitemap subsections for popular groups or departments,

then build out lower-level sections, such as Project sites Build content types for structured departments, regions, or business

site collections


7/34

PROjECT & OPERATIONAl MANAgEMENT

Establish a communications plan (include):

Who will do communications plan?

When the communications will occur?

What the communications will contain?

What format the communications will be in?

Create contacts list and include links for those involved across the

deployment, include stakeholders and global operations contacts

Dene a deployment process for in-house and third-party software

Dene how changes will be tracked, catalogued, and approved

Decide where older versions of congurations, code, and compiled

components will be stored

Decide if you will be allocating costs back to business or not:

WILL NOT: consider where the costs will be centered (compare

with e-mail)

WILL: Consider what metrics youll use for the charge back (# of

sites, amount of storage, amount of activity, etc.)

Establish a SharePoint Governance board to review adoption and

controls

Solicit executive champions to create management attention to the

value of the initiative

Encourage business evangelists to share power of SharePoint with

other business leaders

angmanagmnpro

dpoymnpro

ommunaon

oaoaon

ponorp


8/34

PROjECT & OPERATIONAl MANAgEMENT

Dene clear roles and responsibilities for the initiation of the

SharePoint technologies platforms

Dene clear roles and responsibilities for the initiation of the

SharePoint operation

Dene strategic teams to address strategy issues

Establish cross-functional problem resolution to address complexissues which arise

Create classications by number of users and longevity (include):

Create an Enterprise classication

Create a Departmental classication

Create a Team classication

Create a Project classication

Create a Personal classication

Create classications by type of use (include):

Create a portal for communications classication Create an application for tactical results classication

Create a collaboration to facilitate team operations classication

Create a service level agreement around the length of time and

approvals necessary to create a site

Establish service level agreements for problem resolution through

the help desk

Negotiate performance service level agreements for the rst load

of a site, subsequent loads of a site, and performance at remote

locations

siteandplatformclassication

roandrm

rvvagrmn


9/34

DEVElOPMENT & CONFIgURATION

Dene what customization tools will be allowed

Communicate what actions will be allowed and not allowed in the

tools (i.e. unghosting)

Establish guidelines for the development of site denitions andmechanisms for coordinating ID usage

Communicate policies for site template deployment, such as the

requirements for a globally installed template

Determine if a central repository will be required for all code

installed on the platform

Establish standards for building components either on a centralized

server or as guidelines for building software

Communicate expectations as to reference documentation

(compiler generated) and warnings (whether they are allowed)

Describe the responsibilities of business unit for ongoing code

support

Consider guidelines for which assemblies may be installed to the

Global Assembly Cache (GAC) and which may not

Establish rules about the use of the AllowPartiallyTrustedCallers

sitedenitionsandtemplates

uomzaonoo

ourodandbudonro

on-gongouroduppor

dvopmnandard


10/34

DEVElOPMENT & CONFIgURATION

Establish templates for what the SharePoint sites will look like

Determine which types of sites may be modied and which may not

Dene which parts of the template may be changed by site owners,

and which may not

Create and manage a master page gallery and create solution

deployments packages to rollout if necessary

Ensure that your sites visual designer includes some sort of

branding in all content creation

Require use of templates on higher level pages to enforce brand

consistency

Remember to allow room for sub-branding of individual teams or

project brands

brandng


11/34

INFRASTRUCTURE

Consider rules for outbound connections from the web servers for

use by the XML and RSS Viewer web part

Communicate rewall and security restrictions including any web

part restrictions such as ActiveX controls or external RSS

Decide upon and communicate the backup, clustering, load

balancing and failover strategy and related service level agreements

Dene the environments which will be used to develop and test

solutions in SharePoint

Describe the actions which are expected and those which are

prohibited in each environment

Communicate policies for site template deployment such as the

requirements for a globally installed template

nvronmn

rovry,oadbaanngandfaovr

rewalls


12/34

TESTINg & PROVISIONINg

Prior to launch, require content owners or editors to test their own

content

Offer a convenient mechanism for site owners to provide testing

feedback

Create thorough test plans and let site owners know specically

what you want them to test

Determine an approval process for information policies such as

expiration, compliance and auditing

Establish and document user policies and rights policies including

securing restricted areas Publish guidelines outlining appropriate application and content

types

Consider forbidding condential data on your SharePoint site or

limiting it to specic site collections or web applications which are

more tightly controlled, audited, and managed

Clearly dene remote access policies to ensure security

provonng

ng


13/34

OPERATIONAl CONCERNS

Establish monitoring at the server and web application level

Dene responses to each type of failure that may occur; use

Microsoft Operations Manager Packs for applicable areas in the

deployment such as IIS, SQL, WSS 3.0, and SharePoint Server 2007

Dene scheduled downtime periods if needed

Communicate the procedure to report unscheduled downtime or

specic performance issues (consider using another medium for

outage notication)

Dene response procedures to unscheduled downtime

Plan for single le recovery (perhaps using version control and therecycle bin)

Plan for single or multiple site recovery

Plan for server recovery

Plan for data center recovery

Codify corporate records management requirements into SharePoint

Dene rules for archive of sites including warnings and approvals

Establish default storage quota templates by web application

Establish process for requesting a larger quota, including maximum

quotas

Dene required auditing reports and establish storage usage reports,

including how the data will be gathered and frequency

Develop activity based reporting for administrators and business

users

darrovry

monorng,upmanddownm

daaanddoumnrovry

quoaandrporng


14/34

EDUCATION & TRAININg

Include realistic training costs as part of your earliest estimates

Allocate budget for IT staff, Development staff, and business users.

Consider train the trainer and onsite training to reduce costs

Acquire end user training and resources Acquire help desk training and resources

Acquire administrator training and resources

Develop administrator policy guides which describe organization

specic policies

Acquire developer training and resources

Develop developer policy guides which describe organization specic

development policies

Provide separate training for site managers, application designers,

information workers, and end users

Create online forums where users can support each other and ask

questions

Create opportunities for face-to-face learning in unstructured or

semi-structured environments, such as lunch and learns or after

hours discussions

Plan for renewal training which gathers the learning from multiple

groups and exposes it to other groups

Perform periodic audits of the platform to discover what features are

not being utilized and which features are not being utilized correctly

ommunydvopmn

ranngbudg

rnwaranng

naranng


15/34

NAVIgATION & TAXONOMY

Give one group control over the taxonomy

Consider hiring or utilizing a professional taxonomist or in house

taxonomist who has been trained or has experience with SharePoint

technology

Use the taxonomy for consistent labeling of the site

Build one set of taxonomy labels prior to nalizing your wireframes

Update taxonomy to provide useful search metadata

Dene the structure of the site directories including the major

groupings and associations

Develop a linking strategy between different types of sites such asenterprise, divisional, departmental, team, etc.

Dene core content types in the organization and include in site

templates or site denitions

Dene key elds to link documents and operational systems

onnyp

dror

axonomy


16/34

ENTERPRISE SEARCH

Assign workows for content creation so only the best information is

available for search indexing

Integrate your taxonomy with search planning

Use hit highlighting, best bets, and people search

Incorporate alternative content forms such as blogs and Wikis into

your search results

Utilize BDC functionality in SharePoint to enable search on customer

relationship management or partners, products and more

Establish content sources to the le based repositories in the

organization Use the Business Data Catalog to allow searching of business data

Dene who will be responsible for core relevancy settings

Implement organizational enhancements of the noise words le,

thesaurus le, and keyword best bests

ar

aroaon

arrvany


17/34

CUSTOM CHECKlIST

notes,acronyms,denitions,andreferences

addonam


18/34

SharePoint GovernanceChecklist Guide

tips&info


19/34

ENTERPRISE SEARCH

earchrelevacy

TeBusiessDataCatalogpovidestebdcMetadata.XSDle,aXMLScemaDeitioFile(XSD)tatdeesteXMLelemetmappig

structurenecessaryforcreatinganApplication Defnitionle.We

autoigmetadatausigMicosoftVisualStudio2005,valuable

ItelliSesesuppotcabegaiedbycopyigXMLdeitiotoa

workingfolderandsettingtheschemaLocationattributeoftheroot

elemettopoittotisscema.TeBdcMetadata.XSDlecabelocated

ite\BifoldeofteOfceSaePoitSeve2007istallatio

diectoy,omallylocatedat\PogamFiles\MicosoftOfce

Server\12.0\Bin\.

WedevelopigBDCApplicatiodeitios,teeasiestappoacto

ceatigtedeitioistoicludealleldsitetable,makigtem

availablefolateusebyayoe.Typically,aogaizatiowillbevey

selectiveastowiceldsaeavailabletoeduses.Depedigote

acitectueofyouapplicatio,someeldsmaybesesitiveoeve

ecypted.Tiscapoduceextededdiscussiosowiceldsae

usefuladappopiatefousestougoutteogaizatio.Itmaybe

tataogaizatiodecidestoceatemultipleApplication Defnitionstotesamedatastuctue,one perhaps complete with all felds and one

restrictive with limited feld access, teassigigspecicpemissiosoly

allowigcompayaccesstotemoeestictiveoftedeitios.

WebPatsaeteeasiestwaytosufacedatafomewApplicatio

Deitios.WeclickigAddaWebPatoaySaePoitpage,

selectBusiessDataListadaddittotepage.Westadded,te

WebPatpopetiesmustbesettouseaavailableBDCEtityasits

souce.(Foeadability,selectEditViewfomtetoolba).

hebuedaacaalg

multiplebdcapplicationdefnitions

usingwebpartstoaddapplicationdefnitions


20/34

NAVIGATION & TAXONOMY

Ataxoomyisastuctuedwayofodeigwods,labels,tags,etc.foaWebsite.Itssimilatoavocabulaylistwitasetofguidelies

fodeitiosadusage.Ataxoomyelpstodeeadcotolte

wayaWebsiteisogaized,wattigsaeamed,adowpeople

difomatio.Isot,ataxoomymakesiteasietoogaizead

dtigsoaWebsite.

TAXOnOMICSECTIOn ChArACTErISTICS OWnErS

Central/CorporatePotal

PemaetControlled;tightlygovernedPusifomatiotousesDasboads,BusiessItelligece,BPM

Applicatios,Cotet

Potaladministrators

Corporatestakeholders

DivisioPotals PemaetControlled;tightlygovernedPusifomatiotousesAllpublicsites-cotetisdivisionalinformation

Dasboads,BusiessItelligece,BPM

Applicatios,Cotet

Potaladministrators

Divisionalbusinessowners

Depatmet,Goup&TeamSites

PemaetadTempoaySaigifomatio(pus/pull)CollaborationAdoc,laxcotol

Divisionalbusinessowners

Departmentalbusinessowners

PojectTeamSitesadWokspaces

Sotlived,timedexpiatioCollaborationAdoc,laxcotol

Departmentalbusinessowners

MySites PemaetPesoalifoPullifomatioAdoc,laxcotol

Potaladministrators

Employees

axmygveracemdel


21/34

EDUCATION & TRAINING

SystemAdmiistatos:ThisroleisresponsibleforServeranddatabasemanagementandwill

allocatepysicalifastuctue,istallSaePoit,povisioadcogue

webapplicatios,adpovidefotoplevelsecuityadmiistatio.

Taiigsouldicludedeploymetpactices,SaePoitCetal

Admiistatio,moitoig,maiteace,backup/estoe,disaste

ecovey,admaagemetofSaedSevicePovides.

Developes:

Thisroleneedseducationonthestructuretobefollowedinthe

ogaizatiofodevelopigadd-isadsolutiosbasedoSaePoit

tecologies.Tissouldicludetedeploymetpocess,developmet

eviomets,developmetlifecyclemaagemet,codigstadads,

andpoliciessuchassecuritylevelsandwhethercodecanbedeployedinteGAC.

helpDeskPesoel:

Tisoleistestilietoteeduses.Mucoftetaiigad

educationforthehelpdeskshouldbefocusedaroundproblemresolution

andhowtolocatetherightresourceswhenneeded.

IfomatioWokes:

Tisolecoguesadextedssiteadlistlevelfeatuesets.Tis

icludesbadig,advacedWebPatfeatues,wokows,adote

itegatiopoits.TaiigsouldicludeSaePoitDesige,Saed

SevicePovideitefacefoSeacooteSeviceMaagemet,Site

Settigs,IfoPat,adstadadSaePoitsiteadmiistatoitefaces.

EdUses:

TisolewillaccoutfotebulkofSaePoitusesadskillswillvay

geatly.Coedailyusewillicludebasicavigatio,seac,addocumet

maagemet.Focussouldbeoudestadiglists,useitefaces,

avigatio,wokows,upload,ofie,aditeactiowitcliet

applications.

mcmmrleaduggeedrag


22/34

OPERATIONAL CONCERNS

Itsimpotattomoitoattelevelofdetailtatwillletyoukowwitcodecetatiftesiteisdowtatyouwillbeotiedteeisa

poblem.Youcadotisbypigigteseve,ceckigtestatusof

sevices,testigealt-ceckpages,etc.Failueoftesystemtoespod

intheexpectedwaymaybeareasontoalertadministratorsortake

automatedactiostotaketeseveoutofteloadbalace.Deig

wattemoitoigpoliciesae,icludigwowillbeotiedwe

teeisapoblemwitteseve,owitaidividualsitewillelimiate

confusionastowhoownstheresolutionofserverproblemsincluding

poblemswitspecicsites.

Thefundamentalbuildingblockofdisasterrecoveryplansarebackups.Backupsoftedata,failoveadwae,adedudatcoectivity.Te

waytatbackupsaepefomedisessetialtoteSaePoitgoveace

processbecauseitestablishesexpectationsonwhatisrecoverableornot.

Deigtepocessfoequestigecoveyadtetimeliefotat

ecoveyfuteestablisestekidofexpectatiosfomSaePoit

tatimpoveadoptio.Besuetocosideavaietyofdisastes:atual

(ood,e,toado,eatquake),seve(ofie,dead),useaccidets(ledeletio,savigissues,cases),adsite(failue,couptio,eo).

CetalizedSaePoitplatfomsmustbecoceedabouttotalstoage.

SaePoitcaapidlybecometeewlestoageplatfomwitiaogaizatioadasaesultcosumemassiveamoutsofstoagevey

quickly.Oeoftewaystocombattispoblemistoestablisquotasfo

sitesasteyaeceated.Eacsiteisgiveasmallamoutofstoagead

teyeallowedtoequestmoeasteyeedit.Tegoveacepocess

shouldincludetheamountofspaceinitiallyallocatedbytypeofsite

beigpovisioedaswellastepocessfoequestigmoespace.

mrg

daerrecveryadbacku

rageadqua


23/34

TESTING & PROVISIONING

Piotolaucig,equiesiteowestotestteiowcotet.Setupschedulesforthemtoreviewcontenteveryotherdayduringthetesting

cycle.

Tomakeitaseasyaspossibletoeabackfomtesetestes,povide

anonlineformorsimilarlyconvenientwayforsiteownerstoprovide

feedbackduigtestig.Youeedtogetfeedbackfasttomakecages,

sodotgetboggeddowimassivespeadseets.

Itsbesttoceatetestplastattestallecessayfuctioality,suc

aslikstootepogams.Povidesiteoweswitaspeciccecklist

ofexactlywhatfunctionalityyouwantthemtocheck.Ifyoumakethe

assumptioteylljustkowwattodo,youmaybedisappoitedwit

theresults.

Buildingastronguseracceptancetestingplanupfrontwillhelpbusiness

stakeoldesseefotemselvestattepojectobjectivesavebee

met,befoeteitaetiswidelyavailable.

Thefundamentalbuildingblockofdisasterrecoveryplansarebackups.

Backupsoftedata,backupadwae,adbackupitecoectio

gea.TewaytatbackupsaepefomedisessetialtoteSaePoit

governanceprocessbecauseitestablishesexpectationsonwhatis

recoverableornot.

re-laucheg

egla

eevrme


24/34

INFRASTRUCTURE

Itisabestpacticefoewallstootallowsevestoaccesstewebdirectly.Includingcontentfromathirdpartysitethroughacontenteditor

webpatotougterSSeadewebpatceatesexposuefocoss

sitescriptingattacks.Controllingwhatsitescanbelinkedtofromthese

toolsisasecurityandoperationalconcern.

Itistypicaltopreventoutboundwebconnectionsfromtheserveronport

80or443.Thisisdesignedtopreventmalicioussitesfrombeingrunon

theserverandtomakeitharderforanypotentialinfectiontoreportback

oteifectiossuccess.

Loadbalaceskeepalivepagestatteyexpecttoetuastadadvaluetoindicatethattheserverisoperational.Thesepagesoftenare

calledfequetlyadaveaveylowtoleacefoaesposetime.

Becauseoftisteloadbalaceswilleedtobecoguedtoaccessa

healthpage.Determiningapolicyforwhatgoesonthishealthpageand

whatcriteriatheloadbalancershouldusetoindicatethataserverhas

failedcanbeessentialforhighavailabilityapplications.Developersmust

knowiftheyareexpectedtohandlesituationswhereasinglesessionistransferredbetweenservers.

Deigteeviometsfodevelopmet,testig,stagigouse

acceptanceanddeployinghelpsbusinessusesanddevelopersknow

whatresourcestheyhaveavailabletotestchangeswithoutimpacting

production.

frewallbestpractice

ladbalacg

defningenvironments


25/34

Aexampleofabasicwiefamemioigteout-of-te-boxfuctioalityadlayoutofastadadMastePageissowbelow.Tis

breaksdownthefunctionalitytoitsmostbasiccomponentonapage.

Oncethewireframehasbeendraftedanditsenduserfunctionalityhas

beevalidated,desigescaapplybadigadvisualteatmetsto

theinterface.Visualcompositionsmaytakeseveralroundstoensure

tatvisualdesig,fuctioaldesigadstakeoldeacceptaceeac

ageemet.Ifact,tispasesouldbecaefullymaaged.

DEVELOPMENT & CONFIGURATION

maeragewrerame

CeArea

WebparZe

tle

search

UerMeuHmeLk

setle&Lg

Glbalnavga

Curresenavga

RecycleB

aerdragadvaldaghewrerame


26/34

DEVELOPMENT & CONFIGURATION

MicosoftOfceSaePoitSeve2007povidesatemplate-likeapproachtobrandingwheremostoftheuserinterfacemaybe

completelyedesigedtoadetaileddesigequiemet.ASP.nET2.0

MastePagesallowfoagloballyappliedtemplatebackgoudtoallof

SaePoitsuseadadmiistatioscees.Bymodifyigoceatig

youowcustomMastePageviaMicosoftOfceSaePoitDesige

2007,uiquevisualpeseceadfuctioalitycabeacieved.

ISaePoit,sitedeitiosaelesystem-basedesoucesfomwic

allsitesarebuilt.Sitetemplatesareasetofchangestobeappliedtoasite

automaticallyaftetesiteisceatedfomasitedeitio.Udestadig

adcommuicatigtediffeecebetweesitedeitiosadsite

templatesisimpotatbecausesitedeitiosequieuiqueidetiesadteefoe,coodiatio.Sitetemplates,oteotead,equiete

udelyigsitedeitiotatwasusedtoceatetemadassuc,tei

ceatiosouldoccuolyfomappovedsitedeitios.Upgadead

cosistecyaemajofactositedecisiosweteoottousesite

templatesositedeitios.Botwillequiesomeeffottoupgade,but

sitedeitioswillequiemoeeffot.

EviometswitasmaydiffeetcompoetsasSaePoiteeda

levelofconsistencywhensoftwareisdevelopedandbuilt.Simplethings

likepatchesonacomputerusedtobuildcodecanhavedramaticimpacts

ontheoverallsolution.Dedicatingacomputertothepurposeofbuilding

allofthecodetobedeployedintoproductionisagoodriskmanagement

approach.Thereisthepotentialthatformanydifferentinternaland

extealgoupsdevelopigcodefoteSaePoitplatfom,avigoe

epositoyfoallofcodemayotbetestcoice.Eacdevelopmet

groupmaymaintaintheirownsourcecoderepository.Oneconsideration

fogoveaceisifyousizeofistallatiowaatsapolicytatequies

allcodebebuiltoacetalizedbuildcomputefomacetalizedsourcecoderepository.

maerage

sitedefnitionsandsitetemplates

buldgcde


27/34

PROJECT & OPERATIONAL MANAGEMENT

DeigoleswititegoveaceteamadwitiSaePoitdeploymentatlargeisaseeminglyuncomplicatedtaskthatoften

becomesdifcultasstaffotates.Cosidedeigolesaoud:poject

maagemet,seviceowe,opeatioalmaagemet,addevelopmet.

PojectMaagemet:

Teseolesicludeactioswicmustoccutomaagetepoject

throughtocompletion.Timeandcostmanagementoftheplatform

poject,commuicatioofobjectives,esuigtepoductioof

deliveables,guidigtetimelies,admaagemetofexpectatiosae

allciticalactiostatsouldappefomapojectmaagemetole(s).

SeviceOwe:

Teseolesaefomaagigteogoiglifeofacetalizedgoveaceandplatform.ServiceManagerorownerrolesaretheadvisoryorsteering

committeeoleswicwillguideteSaePoitgoveaceovete

logtem.Explaiigwatactiosaeexpectedoutofteseolesaswell

astefequecyofcommitmetcabeelpful.

OpeatioalMaagemet:

Teseolesaeesposiblefoteday-to-daycaeadfeedigof

tesystemicludigbackupsadestoes,moitoig,adcapacity

management.Thesedonothavetobededicatedrolesbutareinstead

oleswicaleadyexistwitiyouogaizatio.Teysouldbedeed

asapatofteSaePoitgoveaceiodetomakeitcleawat

kindsofoperationalmanagementsupportisexpected.

Developmet:

Teseolesmayseemoddfoacetalizedplatfom.Teplatfomitself

maylagelybeout-of-te-boxfuctioalityofSaePoit.howeve,

itegatigSaePoititoyoueviomets,adigsecuesigo,

ceatigsitedeitios,admayotetasksmaybestbecetalizedso

nooneusermustbeartheburdenandconsistencyexiststhroughoutthe

solution.

defningroles


28/34

PROJECT & OPERATIONAL MANAGEMENT

Etepise:

Aplafoetepisesitesasteigestlevelofgoveaceassociated

witit.Etepisesitestedtobefocusedocommuicatioo

thedisseminationofinformationandnotsomuchoncollaborationor

wokigtogete.Becauseitwillbeaccessedbyteetieogaizatio,

itsessetialtatitmatcteelativeappeaaceofteotesites

adtatitbeavailablemostoftetime.Out-of-badpatcesad

upgradestocorefunctionalityimplementedthroughcodewillneedtobemiimized.Taxoomyadteeedfoacosistetappoacto

ogaizatioofifomatioisecessayaswell.

Depatmetal:

Departmentalsitesstillhavealargenumberofuserseveniftheentire

etepiseistdepedatupotem.havigspecicgoveace

arounddepartmentalsitesallowsyoutorelaxsomestandardsfor

etepise-typesitesadceatesolutioswicmoediectlytte

collaborativeneedsofthedepartment.Thedepartmentalsitemaystill

avegoveaceobadigbutmayallowmoeout-of-badupdates

tocoecodeleveagedbytedepatmetalsite.Weedecisiomakig

ismoecetalizedabouttetypesofupdatestatcabemadeto

aetepisefacigsitebecauseofteiboaduse,decisiosaboutimplemetatioscedulesfodepatmetalsitesca,adsould,est

withthedepartment.

Ad-hoc:

PeapstegeatestvolumeofSaePoitsitesaead-ocsitesceated

tosuppotmeetigs,committees,ootesub-goupswicaveless

fomalstuctueadfewepeopletaadepatmetalsolutio.Ad-oc

siteseedlessgoveace,exceptiteaeasofquotaadetetio.

Wileetepiseaddepatmetalsitesavealoglife,ad-ocsites

mayliveolyafewdays,sucassitessuppotigtedevelopmetofa

rFPespose,oafewweeks,likeasitefoacompaypicicplaig

committee.Becauseoftelagevolumeofequestsadtesot

duatioofteeeddevelopigapolicyaoudsiteetetio(adteefoedocumetetetio)iscitical.

commonsiteclassifcationtypes


29/34

INFORMATION ARCHITECTURE

Moeoftetaot,compaiesfailtoplafoadequatetestigoftesitepiotolauc,esultigieveytigfombokelikstoasite

tatdoestmeetteoigialbusiessstakeoldesgoals.Ogaizatios

typicallyfallsotiadequatelytaiigemployeesoowtouseo

ceatecotetfoteitaet,oceagaiseveelyeducigitsogoig

value.

So,watspecicallycayoudotoelimiatecaosadbuildabette

itaetfomtestat?UseMicosoftOfceSaePoitSevetoceatea

maagedsigleeviomet,adbuildiplasfogoveaceupfot.

AWebsitesifomatioacitectuedetemiesowteifomatioi

tatsiteitsWebpages,documets,lists,addataisogaizedad

pesetedtotesitesuses.Ifomatioacitectueisofteecodedasaieacicallistofsitecotet,seackeywods,datatypes,adote

concepts.

AalyzigteifomatiotobepesetediaIteetoitaetWeb

siteisaimpotatealystepitesiteplaigpocess,adtisstep

povidestebasisfoplaig:

Howthesitewillbestructuredanddividedintoasetofsitecollections

andsites.

Howdatawillbepresentedinthesite.

Howsiteuserswillnavigatethroughthesite.

howifomatiowillbetagetedatspecicaudieces.

howseacwillbecoguedadoptimized.

Altougtissectiopovidessomeguidaceoowtoaalyzete

ifomatioequiemetsofyouIteetoitaetsite,youwillwat

toicludeaifomatioacitectoaalystoyousitesplaigad

desigteamtoesuetatyouWebsiteplasfullytakeitoaccoutte

ifomatioacitectueeedsofyouogaizatio.

aburmaarchecure


30/34

MICROSOF

TOFFICESHAR

EPOINTSERVER

2007INFORMATIONARCHITECTUREGUIDE

BusinessStakeholder

ServerAdmiistato

InformationWoke

re

quiemen

ts

Disco

very

Design

Sign-Off

Use

Acceptan

ce

UseTainin

g

En

te

pise

Disco

very

En

tepise

Plannin

g

Design

Server

Build-O

ut/

Installation

D

ata

Mig

ration

Int

egration

Testing

Con

gua

tion

Design

Custom

Developmen

t

Site

Con

gua

tion

Int

egration

Testing


31/34

NOTES


32/34

NOTES


33/34

NOTES


34/34

NOTES

Content Creation and

Production

VaiouscosultatsadbusiessesoucesfomItekowlogyadAscetium

ScottCase

robetBogue(SaePoitMVP)

MicosoftCopoatio:MakWage,JoelOleso,ApaSa,JeffTepe

Design PowessCosultig,LLC.,Seattle,WA

AKnoWLEDGEMEnts

Share Point Governance Checklist _v1_AM102306291033

Documents

Transcript of Share Point Governance Checklist _v1_AM102306291033