ˈ g ʌ vərnəns people process policy peopleprocesspolicy

24

Upload: steven-dean

Post on 19-Jan-2016

215 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy
Page 2: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Automating SharePoint Governance and ManagementDan HolmeMicrosoft Technologies [email protected]

SPC013

Page 3: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

ConsultantDan Holme

Dan Holme

INTELLIEM AuthorMAUI, HAWAIIAvePoint

danholme http://tiny.cc/[email protected]

Page 4: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

What is governance?

Page 5: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

According to the Etymologists

Origin: Greek kybernân to steer (a ship)Latin gubernāreMedieval Latin gubernantiaOld French gouverner Middle English governaunce

ˈgʌvərnəns

Page 6: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

“”

Governance defines the people, processes, and policies

that deliver a service

According to the Interweb

Page 7: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Service

People

Process

Policy

Governance defines the people, processes,

policies and technologies

that deliver a service

Page 8: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

People Process Policy

Service

Governance defines the people, processes,

policies and technologies

that deliver a service

Page 9: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Service

Governance

People

Process

Policy

People

Process

Policy

Business Need

Define

Design Develop

Deploy

Manage

Measure

Modify

Change

Operations

Page 10: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Governance

Define

Design Develop

Deploy

Modify

Change

OperationsService

People

Process

Policy

People

Process

Policy

Business Need

ManageMeasure

Automating Governance

Page 11: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

What is management ?

Page 12: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Policy Based ManagementIdentify the policyPeople define business needPeople classify informationPeople identify and interpret policy

Assign responsibilityPeople own policyPeople are affected by policy

Define processPeople or technology implement policy

Use technologyTechnology automates processTechnology enforces policy

Policy

People

Process

Technology

ManagedInformation

SolutionWorkloadService

Page 13: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Operations Management and Improvement

Document• Inputs (Requests)• Outputs (Changes)• Operational

Procedures

Measure• SLAs Achieved• Costs of Operations

Automate• PowerShell• Third Party Tools• ROI & ROI

Page 14: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Why automate ?

Page 15: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Why automate?Increase efficiencyReduce costReduce administrative effortLiberate administrative talent

Increase consistencyReduce error

Increase securityReduce exposure

Increase manageabilityIncrease insightDecrease chaos

Page 16: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

How can you break it down? ?

Page 17: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Process Definition

Request• Data

points

Workflow• Approval

Provision• Procedure

s• Policies• Logic

Log• Document

Report• Insight• Complianc

e

Page 18: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Automation Framework

Request• Data

points

• SharePoint List

Workflow• Approval

• SPD Workflow

Provision• Procedure

s• Policies• Logic

• PowerShell

Proxy• Elevation• Isolation

• Scheduled Task

Log• Document

• SharePoint List

Report• Insight• Complianc

e

• Excel

Page 19: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Can we see an example ?

Page 20: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Key elements of proxy frameworkSharePoint list for request and loggingPowerShell scriptIterates through list and processes tasks that are approved and scheduledUses SharePoint snap-in, Active Directory module, etc.Runs on SharePoint server or code script with PowerShell remoting

Scheduled taskRuns POWERSHELL.EXE with path to script as argumentRuns with credentials that have appropriate rights in PowerShell (Add-SPShellAdmin), SharePoint, server (Administrators membership), SQL, Active Directory, etc.Runs with highest privilege (Run As Administrator)Runs “one time” then repeats based on SLA for processAdvanced settings and configuration: Test

Logging

Page 21: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Take it to the next level

Request• Data points

• SharePoint List

• Forms, BCS

Workflow• Approval

• SPD Workflow

• Workflow

Provision• Procedures• Policies• Logic

• PowerShell• .NET app

Proxy• Elevation• Isolation

• Scheduled Task

• Service, Service App, Timer Job

Log• Document

• SharePoint List

• SQL Database

Report• Insight• Compliance

• Excel• Reporting, BI

Page 22: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

MAHALO! (thank you!)http://tiny.cc/danholmespc2012http://bit.ly/danholmearticleshttp://bit.ly/danholmebookshttp://tiny.cc/danholmegovernancevideohttp://tiny.cc/danholmearchitecturevideo

A HUI HO! (‘til next time!)[email protected]@danholme

Page 23: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

Evaluate this session now on MySPC using your laptop or mobile device: http://myspc.sharepointconference.com

MySPC

Page 24: ˈ g ʌ vərnəns People Process Policy PeopleProcessPolicy

© 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.