SharePoint 2010 Pragmatic implementation and use at a corporate level Carol Van der Donck.

SharePoint 2010Pragmatic implementation and use at a

corporate level

Carol Van der Donck

Agenda

• What is SP2010• Some facts• SharePoint Governance• Conclusion

SharePoint 2010 OverviewSharePoint Server 2010

Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Sites

Composites

ContentInsights

Agenda


SharePoint adoption

©AIIM 2010 www.aiim.org

How it is used


Organizational challenges


Agenda


SharePoint Governance

Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals.

Governance stakeholders

– Information architects or taxonomists

– Compliance officers– Influential information

workers– IT technical specialists– Development leaders

– Trainers– IT managers– Business division leaders– Financial stakeholders– Executive stakeholders

Form and use a governance group to create and maintain the policies and include the following roles:

SharePoint governance

Scope of sites

IT governance

•Quotas•Site lifecycle management and Self-service site provisioning•Asset classification•Data protection (backup and recovery)•Branding and navigation•Security, infrastructure and software updates•…

Multiple servicesBasic service Premium service

Description A server farm that hosts 10.000s of site collections. Short-lived sites with small team sites

A server farm hosting a highly critical site or highly customised site

Example Collaboration site to plan an event Enterprise intranet with back-end system integrations

Customisations Only user interface Extensive, tested and reviewed before deployment.Sandboxed.

Cost Minimal High

Self service provisioning Yes No

Backup frequency Twice weekly Daily

Backups maintained for 14d 60d

Problem resolution 2d 3h

Information management governance

• Wikis and blogs• Anonymous

comments• Anonymous access• External data• Terms

What to govern?• Pages• Lists• Documents• Records• Rich media

Information management governance

• Workflows• Approval• Content types• Information management policies• Managed metadata• Content Organizer• Blocked file types• …

Customisation governance

Lifecycle management• Separation of environments• Testing• Source code control and version tracking

Branding• Consistent branding with a corporate style • Store approved master pages in site galleries • Define which parts of the template can be changed by site owners • Allow room for sub-branding of individual team or project brands.

Customisation governance

•Features•Specific policies regarding each type of customization (code-based/ no-code)•Sandboxed solutions•Processes for analyzing customizations•Process for piloting and testing customizations•Guidelines for packaging and deploying customizations•Guidelines for updating customizations•Approved tools for development•Who is responsible for ongoing code support•Service level descriptions

Agenda


Outcome I

• General guidelines– Objective– Vision Statement– Roles and responsibilities– Principles

• Content Management– Posting content to exisiting pages/sites– Posting content to the Home Page– Posting content to personal pages– Social tags and ratings– Records retention– Auditing and review

Outcome II

• Design policies and standards– Creating new subsites– Page layout and organisation– Content types and metadata– Security– Branding

• Customisation policies and standards– Browser based updates– Updates based on SharePoint Designer– Sandboxed solutions– Centrally deployed / 3rd party solutions

Lessons learned


Set up a proper IM vision for the enterprise before starting the real implementation

Don't customize if there's a way to avoid itGet a consultant and

implement policies. SP can become a black hole unless managed carefully

SP is rather easy to roll out and is attractive to end-users, so the risk is that everybody becomes an administrator and that governance is neglected

Define your problems so you know what you're solving for. Just changing to SP is not going to help unless you understand the business issues you're solving for

Sort out governance. Sort out training. Sort out an IA. Sort out a basic taxonomy

Focus on business requirements - don't let IT drive the implementation People achieve business

objectives, not software

Contact us!

Carol Van der [email protected]

+32 10 832 456

mailto:[email protected]

SharePoint 2010 Pragmatic implementation and use at a corporate level Carol Van der Donck.

Documents

Transcript of SharePoint 2010 Pragmatic implementation and use at a corporate level Carol Van der Donck.