ˈ g ʌ vərnəns people process policy peopleprocesspolicy

Automating SharePoint Governance and ManagementDan HolmeMicrosoft Technologies Evangelistdan.holme@intelliem.com

SPC013

ConsultantDan Holme

Dan Holme

INTELLIEM AuthorMAUI, HAWAIIAvePoint

danholme http://tiny.cc/danholmespc2012dan.holme@intelliem.com

What is governance?

According to the Etymologists

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

ˈgʌvərnəns

“”

Governance defines the people, processes, and policies

that deliver a service

According to the Interweb

Service

People

Process

Policy

Governance defines the people, processes,

policies and technologies

that deliver a service

People Process Policy

Service

Governance defines the people, processes,

policies and technologies

that deliver a service

Service

Governance

People

Process

Policy

People

Process

Policy

Business Need

Define

Design Develop

Deploy

Manage

Measure

Modify

Change

Operations

Governance

Define

Design Develop

Deploy

Modify

Change

OperationsService

People

Process

Policy

People

Process

Policy

Business Need

ManageMeasure

Automating Governance

What is management ?

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

Operations Management and Improvement

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

Procedures

Measure• SLAs Achieved• Costs of Operations

Automate• PowerShell• Third Party Tools• ROI & ROI

Why automate ?

Why automate?Increase efficiencyReduce costReduce administrative effortLiberate administrative talent

Increase consistencyReduce error

Increase securityReduce exposure

Increase manageabilityIncrease insightDecrease chaos

How can you break it down? ?

Process Definition

Request• Data

points

Workflow• Approval

Provision• Procedure

s• Policies• Logic

Log• Document

Report• Insight• Complianc

e

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

Can we see an example ?

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

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

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!)dan.holme@intelliem.com@danholme

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