TECHFUSE 2009 BUILDING A SHAREPOINT PLATFORM

SITE – GOVERNANCE IN ACTION

Wes Preston

http://www.idubbs.com/blog

Agenda

Quick Intro Overview Site Details Notes and Resources Questions

Quick Intro

Wes PrestonSharePoint Consultant at InetiumMVP – SharePoint ServerMCTS – WSS and MOSS

ConfigurationMinnesota SharePoint User Group

Overview

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

Site Details

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

Notes and Resources

…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

Questions

Thank you for attending!