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Delivering Business Outcomes with Information and Service Governance

Spca2014 holme outcomes with governance

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Page 1: Spca2014 holme   outcomes with governance

Delivering Business Outcomeswith Information and Service Governance

Page 3: Spca2014 holme   outcomes with governance
Page 4: Spca2014 holme   outcomes with governance

Business Needs

Technical Capabilities

Page 5: Spca2014 holme   outcomes with governance

Business Needs

Technical Capabilities

Page 6: Spca2014 holme   outcomes with governance

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

DEFINE DESIGN

Page 7: Spca2014 holme   outcomes with governance
Page 8: Spca2014 holme   outcomes with governance
Page 9: Spca2014 holme   outcomes with governance
Page 10: Spca2014 holme   outcomes with governance

Farm

Web App Service AppZone

Content DB

Site collection

Site

List / Library

[Folder]

Item / Document

Tenancy

Page 11: Spca2014 holme   outcomes with governance

http://intranet

HR Finance

TeamVacation

Tracking

Financial

PerformanceBenefits

Marketing

LogosExpense

ReportsTeamTeam

Page 12: Spca2014 holme   outcomes with governance

People

Process

Policy

Technology

Page 13: Spca2014 holme   outcomes with governance
Page 14: Spca2014 holme   outcomes with governance

Many components

Together deliver

Page 15: Spca2014 holme   outcomes with governance

Business needs

Technical considerations

Cost

Risk

Risk

Cost

Tech

Architecture = (Technical Expertise, Process, Compromise!)Architecture

Page 16: Spca2014 holme   outcomes with governance

Simple, Familiar ExampleEstablish Foundation

Page 17: Spca2014 holme   outcomes with governance

Define business needs

Enumerate solution requirements

Determine management options

Page 18: Spca2014 holme   outcomes with governance

Farm

Web App

Content DB

Site collection

Site

List / Library

[Folder]

Item / Document

Policy

People

Process

Guideline

Page 19: Spca2014 holme   outcomes with governance

Farm

Web App

Content DB

Site collection

Site

List / Library

[Folder]

Item / Document

[Folder]

Item / Document

Policy

People

Process

Technology

Policy

Page 20: Spca2014 holme   outcomes with governance

Define business needs

Enumerate solution requirements

Determine management options

Translate management polices to architecture

Page 21: Spca2014 holme   outcomes with governance

Guidance: Management & Architecture

Establish policy

Identify scope and control that supports enforcement

Measure cost of enforcement vs. risk of non-enforcement: The Two (or More) ROI’s™

Return on Investment

Risk of Inaction

Risk of Inertia

Risk of Inadequate Investment (ROI2)

Page 22: Spca2014 holme   outcomes with governance

SLAs

Page 23: Spca2014 holme   outcomes with governance

Geo-distributed performance

Geo-distributed availability

Page 24: Spca2014 holme   outcomes with governance

Technical DetailsArchitecture Scenarios

Page 25: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Departments

Engineering HR

Scope(Site)

Control

Page 26: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Departments

Engineering MarketingFinance HR

Page 27: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Departments

Engineering MarketingFinance

Site collection

HR

Page 28: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Departments

MarketingFinance

Site collection

HR

Site collection

Engineering

Page 29: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

HR

Site collection

Engineering

Site collection

Finance

Site collection

Marketing

Page 30: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Ownership Quotas

Administration Sandbox Solutions

Audit settings Device Channels

Locks

Features

Search settings Other Controls

User & group management DNS namespace (HSNC)

Site collection term sets SharePoint Designer restrictions

Settings that enable policy-based management and therefore impact architectural decisions

Page 31: Spca2014 holme   outcomes with governance

Guidance: Policies & Settings

Consider all possible policies and all available settings You must consider all possible policies and all available settings to make an informed decision about architecture for a particular workload or solution.

It is unlikely you will be able to consider all policies and settings, and highly unlikely you will be able to manage to all policies.

Do your best, make mistakes, and do better next time.

Architecture = (Technical Expertise, Process, Compromise!)

Page 32: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Ownership Quotas

Administration Sandbox Solutions

Audit settings Device Channels

Locks

Features

Search settings Other Controls

User & group management DNS namespace (HSNC)

Site collection term sets SharePoint Designer restrictions

Settings that enable policy-based management and therefore impact architectural decisions

Page 33: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

HR

Site collection

Engineering

Site collection

Finance

Site collection

Marketing

Page 34: Spca2014 holme   outcomes with governance

Guidance: Site Collections

In the COLLABORATION workload, separate site collections for each business unit, department, team, function or project support diverse requirements

Page 35: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Function

Site collection

Business

Site collection

Department

Site collection

Project

Page 36: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Work

Site collection

Each

Site collection

Unit

Site collection

Of

Page 37: Spca2014 holme   outcomes with governance

Guidance: Scalability Limits

Be aware of limits and boundaries2010: http://technet.microsoft.com/en-us/library/cc262787.aspx

2013: http://technet.microsoft.com/en-us/library/cc262787(v=office.15).aspx

Online: https://support.office.com/en-us/article/SharePoint-Online-software-boundaries-and-limits-8f34ff47-b749-408b-abc0-b605e1f6d498?ui=en-US&rs=en-US&ad=US

Page 38: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Function

Site collection

Business

Site collection

Department

Site collection

Project

Farm

TEAMS

Content DB

Site collection

Top

Business ProjectDepartment Function

Page 39: Spca2014 holme   outcomes with governance

Challenge Addressed By

Navigation Custom or 2013 Managed Navigation

Content Types 2010 Content Type Hub

Metadata 2010 Term Store

Content Roll-Ups 2013 Analytics and Content by Search

Content Publication 2013 Content by Search

Administration PowerShell, Third-Party Tools

Page 40: Spca2014 holme   outcomes with governance

Guidance: Address the Challenges of a Distributed Architecture

Challenges start with your second site collectionDetermine how to solve them early in your implementation

Page 41: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Function

Site collection

Business

Site collection

Department

Site collection

Project

Page 42: Spca2014 holme   outcomes with governance

SharePoint 2013

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

O365

Farm

Critical

Farm

2010

Farm

LOB

Farm

SharePoint 2013

Clean Service Farm

PROFILESEARCH BCSMETADATADEV

Dev

Farm

BRANCH

Remote

Farm

Page 43: Spca2014 holme   outcomes with governance

http://intranet

HR Finance

TeamVacation

Tracking

Financial

PerformanceBenefits

Marketing

LogosExpense

ReportsTeamTeam

Page 44: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

Function

Site collection

Business

Site collection

Department

Site collection

Project

Page 45: Spca2014 holme   outcomes with governance

Guidance: Content Databases

Architect content databases based on STORAGE MANAGENT considerations:

• Database size

• Database management (backup, replication, etc.)

• Performance (SQL instance)

• Update (downtime during patching)

Page 46: Spca2014 holme   outcomes with governance

Farm

TEAMS

Site collection

HR

Site collection

Engineering

Site collection

Finance

Site collection

Marketing

Content DBContent DB Content DB

Page 47: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Backup and Restore SLAs

Redundancy: mirroring, AlwaysOn

Performance (SQL resources)

Update Availability

Page 48: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

HR

Site collection

Engineering

Site collection

Finance

Site collection

Marketing

Page 49: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Service Application Connections

Page 50: Spca2014 holme   outcomes with governance

Farm

TEAMS

Site collection

Engineering

Site collection

Finance

Enterprise

MetadataEXTRANET

Extranet

Metadata

Site collection

Clients

Page 51: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Service Application Connections DNS Isolation

IIS Application Pool Isolation

IIS Server Assignment

Page 52: Spca2014 holme   outcomes with governance

Farm

INTRANETTEAMSEXTRANET PEOPLE

INTRANET INTRANET INTRANET

TEAMS TEAMS TEAMS

PEOPLE PEOPLE PEOPLE

EXTRANET EXTRANET EXTRANET

Page 53: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Service Application Connections DNS Isolation

IIS Application Pool Isolation

IIS Server Assignment

Portability

Page 54: Spca2014 holme   outcomes with governance

Farm

INTRANET PEOPLETEAMSEXTRANET APPS

Page 55: Spca2014 holme   outcomes with governance

Farm

TEAMS

Content DB

Site collection

HR

Site collection

Engineering

Site collection

Finance

Site collection

Marketing

TEAMS*

Content DB

Page 56: Spca2014 holme   outcomes with governance

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

Page 57: Spca2014 holme   outcomes with governance

Guidance: Web Apps

Within scalability limits (10-20 web apps per farm, 5-10 app pools per server), design to policies that are managed at the web app (and IIS site) scope.

INTRANET

COLLABORATIONGold / Locked Down / Clean

Silver

Bronze / Wild Wild West / Dirty

EXTRANET

SOCIAL

APPS (all functional business apps)

One for each LINE OF BUSINESS APP

Architecture = (Technical Expertise, Process, Compromise!)

Page 58: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Information Isolation Service Isolation

Service Application Availability Code Isolation (Customizations)

Access Isolation SLAs

Page 59: Spca2014 holme   outcomes with governance

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

O365

Farm

Critical

Farm

LOB

Farm

Page 60: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Information Isolation Service Isolation

Service Application Availability Code Isolation (Customizations)

Access Isolation SLAs (and Easy Chargeback)

Update & Upgrade

Page 61: Spca2014 holme   outcomes with governance

SharePoint 2013

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

O365

Farm

Critical

Farm

2010

Farm

LOB

Farm

SharePoint 2013

Clean Service Farm

PROFILESEARCH BCSMETADATA

Page 62: Spca2014 holme   outcomes with governance

Information Management

Controls

Service Management Controls

Information Isolation Service Isolation

Service Application Availability Code Isolation (Customizations)

Access Isolation SLAs (and Easy Chargeback)

Update & Upgrade

Licensing & Support

Geo-Availability Geo-Performance

Page 63: Spca2014 holme   outcomes with governance

SharePoint 2013

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

O365

Farm

Critical

Farm

2010

Farm

LOB

Farm

SharePoint 2013

Clean Service Farm

PROFILESEARCH BCSMETADATADEV

Dev

Farm

BRANCH

Remote

Farm

Page 64: Spca2014 holme   outcomes with governance

Guidance: FarmsDon’t ignore policies that are managed with settings scoped at the farm level. As resources allow, scale out farms. Document risk where you determine you can not manage to policies.

Dev, Test, Staging, Production

Extranet

Public facing website

Enterprise SharePoint services farmClean, SharePoint 2013

Search, Metadata, Social (User Profiles, My Sites), BCS

Farm(s) for critical workloadsCompliant, protected, available

Premium farms for premium workloadsLOB apps, BI, Project Management

Remote locations

Architecture = (Technical Expertise, Process, Compromise!)

Page 65: Spca2014 holme   outcomes with governance

Challenge Addressed By

Navigation Custom or 2013 Managed Navigation

Content Types 2010 Content Type Hub

Metadata 2010 Term Store

Content Roll-Ups 2013 Analytics and Content by Search

Content Publication 2013 Content by Search

Administration PowerShell, Third-Party Tools

Service Management PowerShell, Third-Party Tools

Hard Costs Money

Page 66: Spca2014 holme   outcomes with governance
Page 67: Spca2014 holme   outcomes with governance

SharePoint 2013

Farm

INTRANET PEOPLE APPS <LOB>TEAMSTEAMS*EXTRANET

O365

Farm

Critical

Farm

2010

Farm

LOB

Farm

SharePoint 2013

Clean Service Farm

PROFILESEARCH BCSMETADATA

Page 68: Spca2014 holme   outcomes with governance

Farms for service management

Web applications for security isolation & management

Site collections for content and solution management

Page 69: Spca2014 holme   outcomes with governance

One farm, one web application, one zone

Flat topology with multiple site collections

Use Host Named Site Collections (HNSC)

Office 365: fewer site collections

Page 70: Spca2014 holme   outcomes with governance

Distributed Topology

Farms & web apps

Typical on-premise / hybrid

Provides rich service portfolio

Requires more resources

Consolidated Topology

One web app, HSNC

Office 365

Scalability

Alignment with SP Online

Page 71: Spca2014 holme   outcomes with governance

Build SharePoint on-premise like Office 365

Page 72: Spca2014 holme   outcomes with governance

In Sum

Page 73: Spca2014 holme   outcomes with governance
Page 74: Spca2014 holme   outcomes with governance

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

DEFINE DESIGN

Page 75: Spca2014 holme   outcomes with governance
Page 76: Spca2014 holme   outcomes with governance
Page 77: Spca2014 holme   outcomes with governance

FOLLOW-UP SLIDES & MATERIALSQ&A AND DISCUSSIONLIVE ONLINE OFFICE HOURSMY ARTICLES & BLOGMY WEBINARS

ITUNITY01

dan.holme

danholme ▪ ITUNITY01

http://itunity.com/dan-holme

[email protected]