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Site Lifecycle Management & Governance
SharePoint Server 2010
SharePointPeople Who and why…
Dedicated SharePoint Consultancy • Architecture, Governance and Adoption
– Governance Practice implementation
– Adoption program implementation
– Technical architecture for platforms and applications
• SharePoint Strategy and guidance – SharePoint Service Catalogue & Roadmap
– Business Case support and validation
– Master Classes (On/Off site)
• SharePointHosting.dk – Flexible professional hosting of SharePoint 2010
Overview SharePoint Sites
Library List
Site Collection • A Site Collection is a
manageble object
• One or more sites per Site Collection
• Site Collections have functional boundaries
Site
Site
Library
• Based on Template • Functionality • Lists & Libraries
Content lives here!
General Life Cycle Management SharePoint Sites
1. Provisioning
2. Authoring
3. Maintaining
4. Recording
5. Disposing
Site Provisioning Requirements for control
• Who can setup a site here?
• What types os sites are allowed?
• What IMPACT will this site have on the business? – Data requirements and size
– Users and Usage
– Lifetime and Disposal
– Business Criticality
We need to define a set of Site Types and build individual SLA’s
Site Provisioning Site Types and Governance Impact/Requirements
Web Sites High Branding, High Traffic, Small Editorial Staff, Small Data, High Security
Extranet Sites Medium/High Branding, Medium/High Traffic, Medium/High Data, High Security, Disperse Editorial Staff &Users
Collaboration / Team Sites Low Branding, Medium Traffic (Authoring) High Data, Low/Medium Security, High Editorial Staff
My Sites Low Branding, Low Traffic, Low Data, Medium Security, Low Editorial Staff
High Risk High Cost
Low Risk Low Cost
# of sites in SharePoint
SharePoint Site Provisioning One of many roads to ”Chaos-land”
Site Provisioning using Change Request Requirements for control
Request
Collaboration Site Partner Site Website
Validation
• Request in a SharePoint List
• Required info : (Examples)
• Type of site • Expected data size • Users • Business Impact • Owners • …
• Automation still relevant • Register required
Policies and controls • Create with correct
template
Important! All sites are ”registered” and can be managed according to policy
S H A R E P O I N T V I S I O N
Business
Driver A Business Driver B
Business Driver C
System 1 System 2 System 3 System 4 System 5 System 6
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SITES When a site is provisioned, it will be regitered as a system with the relevant policies attached, based on the chosen site type. Site provisioned are automatically plugged into the governance model.
The ”Full Monty” on Site Governance Sites register as individual systems in governance framework
SharePoint Records Management Recording content from sites
• Content / Data is recorded into a Records Center site (Built-in Site Type in SharePoint)
• How a piece of content is recorded is based on it’s Content Type
Content Types Base Content Types
All content in SharePoint is based on a Content Type. This content type is used to define the content itself, and how it will be handled in terms of policies, recording, etc.
Sites work differently… Conclusion: Content must be recorded without the context of a site
So what do I do with the site? Disposal of sites
• Option 1: Kill the site
– Content is… • Deleted
• Recorded
• Moved to another repository
• Option 2: Retire the site
– Move the site to an archive of sites • Live (You may still search the content)
• Dead (Exported to a filedrive)
Site Type Policy
Tools that may help you SharePoint Lifecycle Management
• SharePoint server 2010 Service Pack 1
– Site Recycle Bin
– Storage Manager
– SharePoint Management Shell • MoveSite
• Third party tools
– Nintex Worklow
– HarePoint Workflow Extentions
Summary SharePoint Site Life Cycle Management primer
1. Provisioning
2. Authoring
3. Maintaining
4. Recording
5. Disposing
Anders B. Skjønaa Managing Partner
SharePointPeople Aps
MAIL: [email protected]
TWITTER: @skjoenaa
BLOG: sharepointpeople.wordpress.com