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SharePoint Governance, Part I: Architecting SharePoint for Scalability and Enforceable Governance
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Transcript of SharePoint Governance, Part I: Architecting SharePoint for Scalability and Enforceable Governance
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SharePoint Governance, Part I
Architecting SharePointfor Scalability and Enforceable Governance
Dan HolmeChief SharePoint Evangelist,AvePoint
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Architecting SharePointfor Scalability and Enforceable Governance• Definitions• Architectures• Governance
• Simple Examples• Concepts & Terminology
• Technical Details• Scenario-based architectural best practices
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GOVERNANCE
The Role of SharePoint
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“”
Governance defines the processes, people, policies
and technologiesthat deliver a service
What is governance?
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BUSINESS
GOVERNANCE
MANAGEMENT
Communities
Search
Sites
Composites
ContentInsights
SERVICE
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BUSINESS
GOVERNANCE
MANAGEMENT
Communities
Search
Sites
Composites
ContentInsights
SERVICE
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Example: Sites
Business Needs to Solution Architecture
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BUSINESS
GOVERNANCE
MANAGEMENT
Communities
Search
Sites
Composites
ContentInsights
SERVICE
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Architectural Components
PhysicalLogical
Farm
Web AppService
AppZone
Content DB
Site collection
Site
Library
[Folder]
Document
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Business Needs to Solution Architecture• Business needs• Human resources wants to
work on 75 HR documents• Engineering wants to work
on 25 engineering documents
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Information and Service Management Architecture
Farm
Web AppService
AppZone
Content DB
Site collection
Site
Library
[Folder]
Document
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Sites Farm
TEAMS
Content DB
Site collection
Departments
Engineering
HR
Content
Security
Scope(Site)
Control(ACL)
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Sites Farm
TEAMS
Content DB
Site collection
Departments
Scope(Site)
Control(ACL)
Engineering
HR
+GovernancePolicy Management =
Content
Security
Business Requirements
Content Security
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Example: Farms
Business Needs to Solution Architecture
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Information and Service Management Architecture Farm
Web AppService
AppZone
Content DB
Site collection
Site
Library
[Folder]
Document
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Business Needs to Solution Architecture• Production solutions• Dev/Test/QA Farm(s)• Extranet collaboration
We don’t have a test farm? No… You don’t have a production farm!
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Governance Defines Policies• Information architecture• Content hierarchy, metadata
• Information management• Security & compliance
• Service management• IT assurance
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Architecture Builds Manageable Solution• Information architecture• Content hierarchy,
metadata• Information
management• Security & compliance
• Service management• IT assurance
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Information and Service Management Architectures
Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Architectures
Three Distinct
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Information Architecture (Site Map)
http://intranet
HR Finance
TeamVacation Tracking
Financial Performan
ceBenefits
Marketing
LogosExpense Reports
TeamTeam
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Information Architecture• Site map• Taxonomy• Content types• Search
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Information and Service Management Architectures
Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketingFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
http://intranet
HR Finance
TeamVacation Tracking
Financial Performanc
eBenefits
Marketing
LogosExpense Reports
TeamTeam
Information Architecture
Information and Service Management Architecture
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Architecture Best Practices
Scenario-Based
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Information and Service Management Architecture Farm
Web AppService
AppZone
Content DB
Site collection
Site
Library
[Folder]
Document
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Sites scope security and functionality:permissions, features
Sites
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SitesFarm
TEAMS
Content DB
Site collection
Departments
Engineering
MarketingFinance HR
Content
Security
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Site CollectionsFarm
TEAMS
Content DB
Site collection
Departments
Engineering
MarketingFinance HR
Ownership
(Full Control)
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Site CollectionsFarm
TEAMS
Content DB
Site collection
Departments
Engineering
MarketingFinance
Site collection
HR
Ownership
(Full Control)Quotas
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Site CollectionsFarm
TEAMS
Content DB
Site collection
Departments
MarketingFinance
Site collection
HR
Site collection
Engineering
Quotas Ownership
(Full Control)Auditing
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Site CollectionsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
Quotas Ownership
(Full Control)Auditing
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Site collections scope many of the most commonly-needed information management controls
Site Collections
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Information Management Controls: Site Collections• Ownership• Administration• Quotas• Audit settings• Locks• SharePoint Designer restrictions• Features• Sandbox Solutions• Search settings• User & group management
Multiple scopes
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In the COLLABORATION workload, separate site collections for each business unit, department, team & project support diverse requirements
Site Collections
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Site CollectionsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
Quotas Ownership
(Full Control)Auditing
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But Wait!• Site collection scalability• You cannot have “infinite” site collections
• Loss of out-of-box ease-of-use• Navigation• Content roll-up• Auditing
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Site CollectionsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
Quotas Ownership
(Full Control)Auditing
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Web ApplicationsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
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Web applications scope important controls for both information management and service management
Web Applications
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Web ApplicationsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
Blocked File Types
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Web ApplicationsFarm
TEAMS
Content DB
Site collectionSite collection
HR
Site collection
Engineering
Site collection
Intranet
Site collection
Marketing
INTRANET
Content DB
Blocked File Types
Site collection
Finance
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Collaboration (“Teams”) vs. Intranet Farm
INTRANET
TEAMS
Content DB
Site collection
Intranet Home
ITMarketi
ngFinance HR
Marketing
Content DB
Site collection
Finance
Content DB
Site collection
Engineering
Content DB
Site collection
IT
Content DB
Site collection
HR
Content DB
Site collection
Marketing
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Content ReclassificationFarm
INTRANET
TEAMS
Content DB
Site collection
Intranet Home
ITMarketi
ngFinance HR
Marketing
Content DB
Site collection
Finance
Content DB
Site collection
HR
Content DB
Site collection
2012 Benefits
Benefits Page2012
Benefits
Benefits Page
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Web ApplicationsFarm
TEAMS
Content DB
Site collection Site collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
Recycle Bin
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Web ApplicationsFarm
TEAMS
Content DB
Site collectionSite collection
HR
Site collection
Engineering
Site collection
Finance
Site collection
Marketing
TEAMS*
Content DB
Recycle Bin
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Web AppsFarm(s)
INTRANET
TEAMS*TEAMS
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Information Management Controls: Web Apps
• Blocked file types• Recycle Bin settings• Self-service site creation, automatic deletion of
unused sites• SharePoint Designer controls• Authentication Mode: Classic or Claims• Service application connections
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Web AppsFarm(s)
INTRANET
TEAMS*TEAMS
Enterprise
Metadata
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Web AppsFarm(s)
INTRANET
TEAMS*TEAMSEXTRAN
ET
ExtranetMetadata
Enterprise
Metadata
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Web AppsFarm(s)
INTRANET
TEAMS*TEAMSEXTRAN
ET
ExtranetMetadata
Enterprise
Metadata
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Service Management Controls: Web Apps
• Maximum upload size• Mobile access
• Web site service isolation• Web server: server isolation• Application pool: process isolation
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Web AppsFarm(s)
INTRANET
TEAMS*TEAMSEXTRAN
ETPEOPLE
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Service Management Controls: Web Apps
• Maximum upload size• Mobile access
• Web site service isolation• Web server: server isolation• Application pool: process isolation
• DNS namespace (URL)• Enables management of application• Facilitates upgrade
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Web AppsFarm
INTRANET
PEOPLE APPS <LOB>TEAMS*TEAMSEXTRAN
ET
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Guidance: Web Apps• INTRANET• COLLABORATION• Gold• Silver• Bronze
• EXTRANET• SOCIAL• APPS• Each significant LINE OF BUSINESS application
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FarmsFarm
INTRANET
PEOPLE APPS <LOB>TEAMS*TEAMSEXTRAN
ET
Farm
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FarmsFarm
INTRANET
PEOPLE APPS <LOB>TEAMS*TEAMSEXTRAN
ET
Farm Farm
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Governance Controls: Farms• Code (feature & process) isolation• Dev / Test / Staging / Production• Farms for services, premium applications, update
management• Content isolation• Access isolation• Extranet in Cloud: Partners & Customers• Public-facing web site
• Geo-performance & geo-availability• Farms in remote locations
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FarmsFarm
PEOPLEINTRAN
ETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collectionExpense Report
Content DB
Site collection
Intranet Home
HRMarketi
ngFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Multiple Farm Implications• SLAs• Chargebacks• Upgrade to vNext
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Guidance: Farms• Dev / Test / Staging / Production• Extranet• Public facing website• Remote locations*• Enterprise SharePoint services farm
• Search, metadata, social (User Profiles, My Sites), BCS
• Premium farms for custom applications• Gold farm (locked down)
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FarmsFarm
PEOPLEINTRAN
ETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collectionExpense Report
Content DB
Site collection
Intranet Home
HRMarketi
ngFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Farms scope isolation of service and information.
Farms
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Governance Controls in the Slide Deck• Content Databases• Service management: Storage management
• Application Pools• Zones
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Information & Service Management ArchitectureFarm
PEOPLEINTRANE
TTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Navigation & Administration
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“Behind the Scenes”
Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Presentation to User
http://intranet
HR Finance
TeamVacation Tracking
Financial Performan
ceBenefits
Marketing
LogosExpense Reports
TeamTeam
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Navigation
Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Information Architecture
• Navigation• Manually-configured Quick Launch and top (global)
navigation• Custom link lists (advantage: security trimmed)• Custom or third-party navigation controls• SPXmlContentMapProvider • Search-Based Navigation
• Content types & metadata• Managed Metadata Service
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Functionality
• Content roll-ups• Content publication
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Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
SearchMetadat
aMy
Sites
PRODUCTION
Administration
TEST/QA
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Administration• Administration “single pane of glass” across• Site collections• Web applications• Farms
• For…• Manage access, manage groups, provision users, audit• Deploy content
• PowerShell• Third-party administration tools
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In Sum…
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BUSINESS
MANAGEMENT
Communities
Search
Sites
Composites
Content
Insights
GOVERNANCE
SERVICE
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Information & Service Management ArchitectureFarm
PEOPLEINTRANE
TTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketin
gFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
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Farm
PEOPLEINTRANETTEAMSAPPS <LOB>
Farm
EXTRANET
Farm
WWW
Farm
REMOTE
Farm
Content DB
Site collection
Expense Report
Content DB
Site collection
Intranet Home
HRMarketingFinance
Content DB
Site collection
Finance
Content DB
Site collection
Marketing
Content DB
Site collection
HR
http://intranet
HR Finance
TeamVacation Tracking
Financial Performanc
eBenefits
Marketing
LogosExpense Reports
TeamTeam
Information Architecture
Information and Service Management Architecture
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Resources• TechNet• Governance resource center• http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx
• Governance features• http://technet.microsoft.com/en-us/library/cc262287.aspx
• Plan for Software Boundaries• http://technet.microsoft.com/en-us/library/cc262787.aspx
• White Papers: http://www.avepoint.com Resources
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© 2012 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.
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