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SharePoint Operational Governance al 1
SharePoint Operational Governance
al 1
About the Speaker
Dan Lewis
Senior Consultant, Microsoft Corporation
U.S. Enterprise Services—Consulting for IT Operations MCITP, MCTS, MCAD, MOF
Email: [email protected]
Blog: www.sharepointcomic.com
Twitter: @sharepointcomic
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.
SharePoint and Governance Background
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
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
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”
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
Components of a SharePoint Governance Plan
• Vision statement
• Roles and responsibilities
• Guiding principles
• Governance policies and standards:
– Information governance
– Customization
– Security
– Operations
– Custom
Vision Statement
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.”
Roles and Responsibilities
SharePoint Role . . . or Roles?
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
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
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
Guiding Principles
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”
Governance Policies
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
Information Policies
• Quota templates
• Site structure
• Self-service provisioning
• Permissions management
• Site templates
• Workflows
• Sandboxing
• Records management
• Metadata services
• Publishing
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
Development and Deployment Policies
• Development:
– Development environment • Including tools that can be utilized
– Design principles
– Lifecycle
– Branding
– Sandbox solutions
• Deployment:
– Methods
– Packaging
– Updating
– Support
Development Life Cycle
• Use separate environments
• Test, test, test
• Track changes
Security Policies
• System administration
• Farm administration
• Permissions
• Environment access
• Service account passwords
• SharePoint Designer
• Web application
Operations Policies
• Farm administration
• SharePoint audits
• Site collection
• Server updates
• SharePoint updates
• Database maintenance
• Log files
• Backup and recovery
• Monitoring
Service Level Map
Service Map Example
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
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
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
www.microsoft.com/webcast
• Got webcast content ideas? Contact us at
http://go.microsoft.com/fwlink/?LinkId=41781
Additional Information
Key Governance Resources
• TechNet: SharePoint Governance Resource Center
– http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx
• Governance model for SharePoint Server 2010 (diagram)
– http://www.microsoft.com/downloads/details.aspx?FamilyID=33a8c9e0-57c2-4ae5-99e3-8826ab9dd701
• Governance planning (white paper)
– http://technet.microsoft.com/en-us/library/ff848257.aspx
• Governance implementation (white paper)
• http://technet.microsoft.com/en-us/library/ff969355.aspx
• SharePoint Server 2010 operations framework and checklists (white paper)
– http://technet.microsoft.com/en-us/library/gg277248.aspx
Speaker Contact Information
Dan Lewis
Senior Consultant, Microsoft Corporation
US Enterprise Services—Consulting for IT Operations MCITP, MCTS, MCAD, MOF
Email: [email protected]
Blog: www.sharepointcomic.com
Twitter: @sharepointcomic
© 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.
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