winshuttle central: basic overview...central overview governance •script and template library...

Winshuttle Central: Overview &

Explanation

Kendahl Horvath | Winshuttle

Winshuttle User Group Conference | Fort Worth 2014

Conference Information

Mobile App –

Winshuttle User Group

#WUG2014 - Twitter

Wireless –

SSID: wug PASSWORD: omni14

Winshuttle User Group Conference | Fort Worth 2014

Audience

Target Audience

• Beginners

• Business Analysts

• Central Administrators

• Project Lead

• SharePoint Administrator

Not Intended For

• Advanced Users

• IT System Administrators

• Managers

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Central Overview

Implementation

Permissions

Administrative Functions

Workflows

Best Practices

FAQ’s

Winshuttle User Group Conference | Fort Worth 2014

Central Overview

Governance

• Script and Template

Library

• Workflow Engine

Collaboration

• Policy Manager

• Revision Management

• Version Control

Process Control

• Credential

Management

• License Management

• Configuration

Reporting and

Auditing

• ROI Reporting

• Usage Reporting

Winshuttle User Group Conference | Fort Worth 2014

Implementation – Platform Requirements

Third Party Software Requirements

Sample Deployments

Winshuttle User Group Conference | Fort Worth 2014

Implementation - System Check

Winshuttle User Group Conference | Fort Worth 2014

Implementation - Installation

1. Deploy Central Executable

2. Installer Deploys a .WSP Solution to

SharePoint

3. Create Central Database on SQL

Winshuttle User Group Conference | Fort Worth 2014

Implementation - Central Site Creation

1. Create Site Collection

3. Choose Central Template

2. Define Site Title

Winshuttle User Group Conference | Fort Worth 2014

PermissionsPeo

ple

an

d G

rou

ps Central Members Central Owners Central Visitors

Central License Administrators

Central Site Administrators Central Reports Viewers

Transaction Developers Transaction Reviewers Transaction Runners

Data Reviewers

Query Developers Query Reviewers Query Runners

System Web Service Developer

Winshuttle User Group Conference | Fort Worth 2014

Administrative Functions

Winshuttle User Group Conference | Fort Worth 2014

Administrative Functions - Site Management

Site

• Logging

• License Management

• Email Templates

• Workflow Configurations

• SAP Credentials

• Backup & Restore

Audits and Reports

• Active Users

• Client Log Viewer

• Administrative Audits

• Central Roles by User

Transaction

• Policies

• Preferences

• Application Servers

• Client Features

• Developer Scenarios

• ROI chart

Query

• Policies

• Preferences

• Application Servers

• System Usage Levels

• Query Developers Scenarios

Server

• Transaction Services Configuration

• Query Services Configuration

• Published Web Services

Winshuttle User Group Conference | Fort Worth 2014

Workflows

No Data Review Process

Script Approval Only

Review and Post One Step

Script Approval

Data Review

Reviewer Post to SAP

Review and Post Separately

Script Approval

Data Review

Runner Post to SAP

Winshuttle User Group Conference | Fort Worth 2014

Best Practices

Documentation & Governance

Site Structure

Proper Naming

ConventionsScript Interaction

Testing

Site Storage

Winshuttle User Group Conference | Fort Worth 2014

Best Practices - Naming and Interaction

Biz.

Unit or

SAP

System

Brief Descriptor

MM02_ChangeMaterialDesc_WE6_XLSX

Map

TypeT-Code

Use the Description Field

Winshuttle User Group Conference | Fort Worth 2014

Best Practices - Site Sizing & Structure

Sizing Considerations

Site Allocation

Formula for Sizing:

- Average Script Size - Average Data File Size

- Script Count - Growth Factor - User Count

- Example:

((30KB + 20KB) * 10 scripts) * 15% growth)) * 10

users =5.6MB

Winshuttle User Group Conference | Fort Worth 2014

Best Practices - Testing & Process

Lifecycle Management

• Test all scripts

in

Development,

Test or QA first

Script

Completion

• After proper

testing move

to a Production

Environment

DEV, Test or

QA

Production

Winshuttle User Group Conference | Fort Worth 2014

FAQ’s

Want to know more!?

Who should consider using Central? Those who want to take advantage of Collaboration, Productivity, Security and

Auditing

What do I need to have to install Central? Fully Functional SharePoint Farm

SMTP Server (Email Server)

Who installs Central? Your SharePoint Farm Administrator will have the appropriate access

Who typically Administers Central? IT, SharePoint Admin, or Project Lead

More FAQ’s about Central found here!https://winshuttle.zendesk.com/hc/en-us/articles/200398540-Winshuttle-Central-FAQ-Guide

Winshuttle User Group Conference | Fort Worth 2014

Q&A