sharepoint governance an brief guide on sharepoint governance jeremy thake

SharePoint GovernanceAn brief guide on SharePoint Governance

Jeremy Thakewww.made4the.net

AGENDA

• The Scenario

• Deployment Governance

• What to expect for deployment

• Risk of non-conformance

• End Users vs. Developers

• Empowering the end user

• Leveraging the platform

Jeremy Thake www.made4the.net

Deployment Governance

• Configuration Management

• Environmental variables

• System Settings

• Automated Deployment

• Server Admin can run scripts

• Re-executable in multiple environments

• Ensure file locations are supported


Scenario

• Time Sheet form with

various list driven drop

downs

• Aggregated data from

form submissions on

various pages

• InfoPath forms

• Form Libraries + Custom

Lists

• Content Types

• Content by Query Web

Parts

• Custom Web Parts

• Pages


What to expect for deployment

• Functional Specification

• Technical Specification

• Release Plan for UAT and Production

• Install + Rollback scripts

• Test Plan

• End User Training Documentation

• Original Source files


Risks of non-conformance

• Risk of incorrect manual deployments

• Overwriting out-of-the-box files in Hive

• Overwriting existing versioned content/data/files

• Untested

• Un-versioned deployments

• Encourages standardised deployment structure

• No knowledge transfer


Empowering the end user

• “Can you upload a new image on the

homepage of the Intranet for me?”

Owner of Intranet with full administrative rights to the

homepage

• “Can you add these users so that they can

also add documents to our Business Unit

Site”

Business Unit owner with full administrative rights to

the sub site.

• “Can you put the next three categories in the group by on the list

view even though the documents aren’t there yet?”

Business Unit owner with lack of understanding on OOTB functionality.


End Users• Static Content

– Text, Images, Documents

• Dynamic Content– Content By Query Web

Parts– Web Parts– Sub Sites

Developers• Visual Studio

– Web Parts– Timer Jobs– Workflows– Event Receivers– Features

• InfoPath• SharePoint Designer


Empowering the end user

• Build them a base

• Train them

• Workshops

• Online in-context tutorials

• Encourage them

• Give them confidence

• Show them what’s been successful


Leveraging the Platform

• You wouldn’t use a Tank to pick up your shopping

• Transactions

• Large files

• High load business systems

• High load web sites

• Very interactively real-time interface


Resources

• Made4the.net – Jeremy Thake

• CleverWorkArounds – Paul Culmsee
