TECHFUSE 2009 BUILDING A SHAREPOINT PLATFORM

SITE – GOVERNANCE IN ACTION

Wes Prestonhttp://www.idubbs.com/blog

Agenda Quick Intro Overview Site Details Notes and Resources Questions

Quick Intro Wes Preston

SharePoint Consultant at InetiumMVP – SharePoint ServerMCTS – WSS and MOSS

ConfigurationMinnesota SharePoint User Group

Overview

What is this site for? Empower the users

Be 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 announcements

System 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 site

UsersSite 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 relevant

Set 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

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