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8/8/2019 Share Point Governance Checklist _v1_AM102306291033
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checklists
SharePoint GovernanceChecklist Guide
8/8/2019 Share Point Governance Checklist _v1_AM102306291033
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WelcometotheMicrosoftOfceSharePoint
Server2007GovernanceChecklistGuide!
IncludedinthisMicrosoftOfceSharePointServer2007
GovernanceChecklistGuideisacollectionofhand-selected
checklistsandtipsthatprovidecomprehensivegovernance
informationtoensurethatyourITorganizationisfollowingthe
samestandardsforSharePointgovernanceastheexperts.
Thisguidecanbeusedalonetodevelopyourgovernanceplan,
asaquickreferenceguidethataccompaniestheSharePoint
GovernancePlan,orasafoundationforyourSharePoint
governance.
YoucandownloadtheSharePointGovernancePlanandnd
supportinginformationonSharePointgovernancebyvisitingthis
link:
p://go.mroof.om/fwn/?lnid=90916&d=0x409
Wehopeyouwillndthischecklistguideusefulforyour
SharePointdeployments.Wewelcomeyourfeedbackonthis
checklistguide.Pleasevisittheabovelinkandletusknowyour
thoughts.
TheSharePointProductandTechnologiesTeams
June2007
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SharePointGovernancePlan:IntranetModel.
MicrosoftOfceSharePointProductsandtechnologiesarepowerful
andeffectivetoolsthatincreasecollaborationandcommunicationin
asharedenvironment.SharePointtechnologiesofferaexibleand
efcientwayforuserstocreatetheirownworkspacesolutionsfor
collaborativeprojectsandgroups.
However,aswithothercollaborationenvironmentswithoutproper
governance,aSharePointdeploymentcanbecomeunmanageable,
adisorganizedcollectionofsites,usersandlinks,throughthesame
pathwaysthatprovidesuchexibilityandpowerwhenproperly
deployed.
Inabalancedandwell-denedSharePointgovernanceplan,consistent
rulesandguidelinesareinstitutedthatgiveusersjustenoughexibility
andcontroltoproducecustomized,manageablesolutions,butalso
providesenoughoversightsothatthesolutionsretainmanageability.
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StepstoaSuccessfulManagedDeployment
1.Consistencyofplatform,browsers,collaborationandenterprisesearch
strategy.
2. Manageascentrallyaspossiblewithatightteamwithameansto
communicatetotheCXOsthathaveavestedinterest.
3. Haveakillerbackupstrategythatmeetstheneedsofyourbusinessand
makesureitworksbeforedayone.
4. End-usertrainingandeducationinadditiontogoodcontentand
searchisthekeytoenduseradoption.
5. HaveaGovernanceandInformationManagementPlan.Branding
consistencywithacorporatestyleguideandconsistenttaxonomy.
Makeapprovedmasterpagesavailableinsitegalleriesforconsistency
whichwillinformuserstheyareonthecorporateIntranet.
6. Enforceworkowsandapprovalondocumentcentersandpageswhereofcialdocumentationcomestogether.Leverageversionhistoryand
versioncontroltomaintainahistoryandmasterdocumentthatallcan
referto.
7. Lifecyclemanagedsitecollections,anddocumentlibrarieswith
informationmanagementpoliciessuchascontenttypeswithauditing
andexpiration.
8. Properlysecurecorporateassets.Siteswith(PII)personallyidentiable
informationshouldbeappropriatelyaggedandsecuredandaudited.
9. Acorporatebrowseandsearchstrategyfortheenterprisewillensure
youaremakingthemostoutofyourintranetassetsaswellas
encourageculturechange,bestpracticesandadoption.
10.PlatformUsagePoliciesanddevelopmentandtestenvironmentsensure
onlythecodeyouwanttointroducefollowscorporateguidelinesand
willensuretheenvironmentissupportableandabletomaintainSLAs
(ServiceLevelAgreements).
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Front-to-Back
inroduon 2-4
indx 5
c 6-16
informaonArur 6
Proj&OpraonaManagmn 7-8
Development&Conguration 9-10
infraruur 11
tng&Provonng 12
Opraonaconrn 13
eduaon&tranng 14
taxonomy&Navgaon 15
enrprsar 16
cuomc 17
Back-to-Front
tp&informaon 2-13
enrprsar 2
taxonomy&Navgaon 3
eduaon&tranng 4
Opraonaconrn 5
tng&Provonng 6
infraruur 7
Development&Conguration 8-9
Proj&OpraonaManagmn 10-11
informaonArur 12
informaonArurGud(grap) 13
No 14-17
GovernanceChecklistGuideIndex
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INFORMATION ARCHITECTURE
Ensure understanding of what information architecture is and how it
ts in with the Intranet strategy Ensure stakeholders understand why information architecture is
critical
Consider hiring an information architecture professional
Build wireframes for 4-5 most popular pages (for example, a Home
page, a Policies and Procedures page, a Department page, and a
Search Results page)
Design simple sketches for each wireframe (links, content and full
functionality to be added later)
Create a sitemap to plan the overall structure
Create sitemap subsections for popular groups or departments,
then build out lower-level sections, such as Project sites Build content types for structured departments, regions, or business
site collections
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PROjECT & OPERATIONAl MANAgEMENT
Establish a communications plan (include):
Who will do communications plan?
When the communications will occur?
What the communications will contain?
What format the communications will be in?
Create contacts list and include links for those involved across the
deployment, include stakeholders and global operations contacts
Dene a deployment process for in-house and third-party software
Dene how changes will be tracked, catalogued, and approved
Decide where older versions of congurations, code, and compiled
components will be stored
Decide if you will be allocating costs back to business or not:
WILL NOT: consider where the costs will be centered (compare
with e-mail)
WILL: Consider what metrics youll use for the charge back (# of
sites, amount of storage, amount of activity, etc.)
Establish a SharePoint Governance board to review adoption and
controls
Solicit executive champions to create management attention to the
value of the initiative
Encourage business evangelists to share power of SharePoint with
other business leaders
angmanagmnpro
dpoymnpro
ommunaon
oaoaon
ponorp
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PROjECT & OPERATIONAl MANAgEMENT
Dene clear roles and responsibilities for the initiation of the
SharePoint technologies platforms
Dene clear roles and responsibilities for the initiation of the
SharePoint operation
Dene strategic teams to address strategy issues
Establish cross-functional problem resolution to address complexissues which arise
Create classications by number of users and longevity (include):
Create an Enterprise classication
Create a Departmental classication
Create a Team classication
Create a Project classication
Create a Personal classication
Create classications by type of use (include):
Create a portal for communications classication Create an application for tactical results classication
Create a collaboration to facilitate team operations classication
Create a service level agreement around the length of time and
approvals necessary to create a site
Establish service level agreements for problem resolution through
the help desk
Negotiate performance service level agreements for the rst load
of a site, subsequent loads of a site, and performance at remote
locations
siteandplatformclassication
roandrm
rvvagrmn
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DEVElOPMENT & CONFIgURATION
Dene what customization tools will be allowed
Communicate what actions will be allowed and not allowed in the
tools (i.e. unghosting)
Establish guidelines for the development of site denitions andmechanisms for coordinating ID usage
Communicate policies for site template deployment, such as the
requirements for a globally installed template
Determine if a central repository will be required for all code
installed on the platform
Establish standards for building components either on a centralized
server or as guidelines for building software
Communicate expectations as to reference documentation
(compiler generated) and warnings (whether they are allowed)
Describe the responsibilities of business unit for ongoing code
support
Consider guidelines for which assemblies may be installed to the
Global Assembly Cache (GAC) and which may not
Establish rules about the use of the AllowPartiallyTrustedCallers
sitedenitionsandtemplates
uomzaonoo
ourodandbudonro
on-gongouroduppor
dvopmnandard
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DEVElOPMENT & CONFIgURATION
Establish templates for what the SharePoint sites will look like
Determine which types of sites may be modied and which may not
Dene which parts of the template may be changed by site owners,
and which may not
Create and manage a master page gallery and create solution
deployments packages to rollout if necessary
Ensure that your sites visual designer includes some sort of
branding in all content creation
Require use of templates on higher level pages to enforce brand
consistency
Remember to allow room for sub-branding of individual teams or
project brands
brandng
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INFRASTRUCTURE
Consider rules for outbound connections from the web servers for
use by the XML and RSS Viewer web part
Communicate rewall and security restrictions including any web
part restrictions such as ActiveX controls or external RSS
Decide upon and communicate the backup, clustering, load
balancing and failover strategy and related service level agreements
Dene the environments which will be used to develop and test
solutions in SharePoint
Describe the actions which are expected and those which are
prohibited in each environment
Communicate policies for site template deployment such as the
requirements for a globally installed template
nvronmn
rovry,oadbaanngandfaovr
rewalls
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TESTINg & PROVISIONINg
Prior to launch, require content owners or editors to test their own
content
Offer a convenient mechanism for site owners to provide testing
feedback
Create thorough test plans and let site owners know specically
what you want them to test
Determine an approval process for information policies such as
expiration, compliance and auditing
Establish and document user policies and rights policies including
securing restricted areas Publish guidelines outlining appropriate application and content
types
Consider forbidding condential data on your SharePoint site or
limiting it to specic site collections or web applications which are
more tightly controlled, audited, and managed
Clearly dene remote access policies to ensure security
provonng
ng
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OPERATIONAl CONCERNS
Establish monitoring at the server and web application level
Dene responses to each type of failure that may occur; use
Microsoft Operations Manager Packs for applicable areas in the
deployment such as IIS, SQL, WSS 3.0, and SharePoint Server 2007
Dene scheduled downtime periods if needed
Communicate the procedure to report unscheduled downtime or
specic performance issues (consider using another medium for
outage notication)
Dene response procedures to unscheduled downtime
Plan for single le recovery (perhaps using version control and therecycle bin)
Plan for single or multiple site recovery
Plan for server recovery
Plan for data center recovery
Codify corporate records management requirements into SharePoint
Dene rules for archive of sites including warnings and approvals
Establish default storage quota templates by web application
Establish process for requesting a larger quota, including maximum
quotas
Dene required auditing reports and establish storage usage reports,
including how the data will be gathered and frequency
Develop activity based reporting for administrators and business
users
darrovry
monorng,upmanddownm
daaanddoumnrovry
quoaandrporng
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EDUCATION & TRAININg
Include realistic training costs as part of your earliest estimates
Allocate budget for IT staff, Development staff, and business users.
Consider train the trainer and onsite training to reduce costs
Acquire end user training and resources Acquire help desk training and resources
Acquire administrator training and resources
Develop administrator policy guides which describe organization
specic policies
Acquire developer training and resources
Develop developer policy guides which describe organization specic
development policies
Provide separate training for site managers, application designers,
information workers, and end users
Create online forums where users can support each other and ask
questions
Create opportunities for face-to-face learning in unstructured or
semi-structured environments, such as lunch and learns or after
hours discussions
Plan for renewal training which gathers the learning from multiple
groups and exposes it to other groups
Perform periodic audits of the platform to discover what features are
not being utilized and which features are not being utilized correctly
ommunydvopmn
ranngbudg
rnwaranng
naranng
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NAVIgATION & TAXONOMY
Give one group control over the taxonomy
Consider hiring or utilizing a professional taxonomist or in house
taxonomist who has been trained or has experience with SharePoint
technology
Use the taxonomy for consistent labeling of the site
Build one set of taxonomy labels prior to nalizing your wireframes
Update taxonomy to provide useful search metadata
Dene the structure of the site directories including the major
groupings and associations
Develop a linking strategy between different types of sites such asenterprise, divisional, departmental, team, etc.
Dene core content types in the organization and include in site
templates or site denitions
Dene key elds to link documents and operational systems
onnyp
dror
axonomy
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ENTERPRISE SEARCH
Assign workows for content creation so only the best information is
available for search indexing
Integrate your taxonomy with search planning
Use hit highlighting, best bets, and people search
Incorporate alternative content forms such as blogs and Wikis into
your search results
Utilize BDC functionality in SharePoint to enable search on customer
relationship management or partners, products and more
Establish content sources to the le based repositories in the
organization Use the Business Data Catalog to allow searching of business data
Dene who will be responsible for core relevancy settings
Implement organizational enhancements of the noise words le,
thesaurus le, and keyword best bests
ar
aroaon
arrvany
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CUSTOM CHECKlIST
notes,acronyms,denitions,andreferences
addonam
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SharePoint GovernanceChecklist Guide
tips&info
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ENTERPRISE SEARCH
earchrelevacy
TeBusiessDataCatalogpovidestebdcMetadata.XSDle,aXMLScemaDeitioFile(XSD)tatdeesteXMLelemetmappig
structurenecessaryforcreatinganApplication Defnitionle.We
autoigmetadatausigMicosoftVisualStudio2005,valuable
ItelliSesesuppotcabegaiedbycopyigXMLdeitiotoa
workingfolderandsettingtheschemaLocationattributeoftheroot
elemettopoittotisscema.TeBdcMetadata.XSDlecabelocated
ite\BifoldeofteOfceSaePoitSeve2007istallatio
diectoy,omallylocatedat\PogamFiles\MicosoftOfce
Server\12.0\Bin\.
WedevelopigBDCApplicatiodeitios,teeasiestappoacto
ceatigtedeitioistoicludealleldsitetable,makigtem
availablefolateusebyayoe.Typically,aogaizatiowillbevey
selectiveastowiceldsaeavailabletoeduses.Depedigote
acitectueofyouapplicatio,someeldsmaybesesitiveoeve
ecypted.Tiscapoduceextededdiscussiosowiceldsae
usefuladappopiatefousestougoutteogaizatio.Itmaybe
tataogaizatiodecidestoceatemultipleApplication Defnitionstotesamedatastuctue,one perhaps complete with all felds and one
restrictive with limited feld access, teassigigspecicpemissiosoly
allowigcompayaccesstotemoeestictiveoftedeitios.
WebPatsaeteeasiestwaytosufacedatafomewApplicatio
Deitios.WeclickigAddaWebPatoaySaePoitpage,
selectBusiessDataListadaddittotepage.Westadded,te
WebPatpopetiesmustbesettouseaavailableBDCEtityasits
souce.(Foeadability,selectEditViewfomtetoolba).
hebuedaacaalg
multiplebdcapplicationdefnitions
usingwebpartstoaddapplicationdefnitions
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NAVIGATION & TAXONOMY
Ataxoomyisastuctuedwayofodeigwods,labels,tags,etc.foaWebsite.Itssimilatoavocabulaylistwitasetofguidelies
fodeitiosadusage.Ataxoomyelpstodeeadcotolte
wayaWebsiteisogaized,wattigsaeamed,adowpeople
difomatio.Isot,ataxoomymakesiteasietoogaizead
dtigsoaWebsite.
TAXOnOMICSECTIOn ChArACTErISTICS OWnErS
Central/CorporatePotal
PemaetControlled;tightlygovernedPusifomatiotousesDasboads,BusiessItelligece,BPM
Applicatios,Cotet
Potaladministrators
Corporatestakeholders
DivisioPotals PemaetControlled;tightlygovernedPusifomatiotousesAllpublicsites-cotetisdivisionalinformation
Dasboads,BusiessItelligece,BPM
Applicatios,Cotet
Potaladministrators
Divisionalbusinessowners
Depatmet,Goup&TeamSites
PemaetadTempoaySaigifomatio(pus/pull)CollaborationAdoc,laxcotol
Divisionalbusinessowners
Departmentalbusinessowners
PojectTeamSitesadWokspaces
Sotlived,timedexpiatioCollaborationAdoc,laxcotol
Departmentalbusinessowners
MySites PemaetPesoalifoPullifomatioAdoc,laxcotol
Potaladministrators
Employees
axmygveracemdel
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EDUCATION & TRAINING
SystemAdmiistatos:ThisroleisresponsibleforServeranddatabasemanagementandwill
allocatepysicalifastuctue,istallSaePoit,povisioadcogue
webapplicatios,adpovidefotoplevelsecuityadmiistatio.
Taiigsouldicludedeploymetpactices,SaePoitCetal
Admiistatio,moitoig,maiteace,backup/estoe,disaste
ecovey,admaagemetofSaedSevicePovides.
Developes:
Thisroleneedseducationonthestructuretobefollowedinthe
ogaizatiofodevelopigadd-isadsolutiosbasedoSaePoit
tecologies.Tissouldicludetedeploymetpocess,developmet
eviomets,developmetlifecyclemaagemet,codigstadads,
andpoliciessuchassecuritylevelsandwhethercodecanbedeployedinteGAC.
helpDeskPesoel:
Tisoleistestilietoteeduses.Mucoftetaiigad
educationforthehelpdeskshouldbefocusedaroundproblemresolution
andhowtolocatetherightresourceswhenneeded.
IfomatioWokes:
Tisolecoguesadextedssiteadlistlevelfeatuesets.Tis
icludesbadig,advacedWebPatfeatues,wokows,adote
itegatiopoits.TaiigsouldicludeSaePoitDesige,Saed
SevicePovideitefacefoSeacooteSeviceMaagemet,Site
Settigs,IfoPat,adstadadSaePoitsiteadmiistatoitefaces.
EdUses:
TisolewillaccoutfotebulkofSaePoitusesadskillswillvay
geatly.Coedailyusewillicludebasicavigatio,seac,addocumet
maagemet.Focussouldbeoudestadiglists,useitefaces,
avigatio,wokows,upload,ofie,aditeactiowitcliet
applications.
mcmmrleaduggeedrag
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OPERATIONAL CONCERNS
Itsimpotattomoitoattelevelofdetailtatwillletyoukowwitcodecetatiftesiteisdowtatyouwillbeotiedteeisa
poblem.Youcadotisbypigigteseve,ceckigtestatusof
sevices,testigealt-ceckpages,etc.Failueoftesystemtoespod
intheexpectedwaymaybeareasontoalertadministratorsortake
automatedactiostotaketeseveoutofteloadbalace.Deig
wattemoitoigpoliciesae,icludigwowillbeotiedwe
teeisapoblemwitteseve,owitaidividualsitewillelimiate
confusionastowhoownstheresolutionofserverproblemsincluding
poblemswitspecicsites.
Thefundamentalbuildingblockofdisasterrecoveryplansarebackups.Backupsoftedata,failoveadwae,adedudatcoectivity.Te
waytatbackupsaepefomedisessetialtoteSaePoitgoveace
processbecauseitestablishesexpectationsonwhatisrecoverableornot.
Deigtepocessfoequestigecoveyadtetimeliefotat
ecoveyfuteestablisestekidofexpectatiosfomSaePoit
tatimpoveadoptio.Besuetocosideavaietyofdisastes:atual
(ood,e,toado,eatquake),seve(ofie,dead),useaccidets(ledeletio,savigissues,cases),adsite(failue,couptio,eo).
CetalizedSaePoitplatfomsmustbecoceedabouttotalstoage.
SaePoitcaapidlybecometeewlestoageplatfomwitiaogaizatioadasaesultcosumemassiveamoutsofstoagevey
quickly.Oeoftewaystocombattispoblemistoestablisquotasfo
sitesasteyaeceated.Eacsiteisgiveasmallamoutofstoagead
teyeallowedtoequestmoeasteyeedit.Tegoveacepocess
shouldincludetheamountofspaceinitiallyallocatedbytypeofsite
beigpovisioedaswellastepocessfoequestigmoespace.
mrg
daerrecveryadbacku
rageadqua
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TESTING & PROVISIONING
Piotolaucig,equiesiteowestotestteiowcotet.Setupschedulesforthemtoreviewcontenteveryotherdayduringthetesting
cycle.
Tomakeitaseasyaspossibletoeabackfomtesetestes,povide
anonlineformorsimilarlyconvenientwayforsiteownerstoprovide
feedbackduigtestig.Youeedtogetfeedbackfasttomakecages,
sodotgetboggeddowimassivespeadseets.
Itsbesttoceatetestplastattestallecessayfuctioality,suc
aslikstootepogams.Povidesiteoweswitaspeciccecklist
ofexactlywhatfunctionalityyouwantthemtocheck.Ifyoumakethe
assumptioteylljustkowwattodo,youmaybedisappoitedwit
theresults.
Buildingastronguseracceptancetestingplanupfrontwillhelpbusiness
stakeoldesseefotemselvestattepojectobjectivesavebee
met,befoeteitaetiswidelyavailable.
Thefundamentalbuildingblockofdisasterrecoveryplansarebackups.
Backupsoftedata,backupadwae,adbackupitecoectio
gea.TewaytatbackupsaepefomedisessetialtoteSaePoit
governanceprocessbecauseitestablishesexpectationsonwhatis
recoverableornot.
re-laucheg
egla
eevrme
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INFRASTRUCTURE
Itisabestpacticefoewallstootallowsevestoaccesstewebdirectly.Includingcontentfromathirdpartysitethroughacontenteditor
webpatotougterSSeadewebpatceatesexposuefocoss
sitescriptingattacks.Controllingwhatsitescanbelinkedtofromthese
toolsisasecurityandoperationalconcern.
Itistypicaltopreventoutboundwebconnectionsfromtheserveronport
80or443.Thisisdesignedtopreventmalicioussitesfrombeingrunon
theserverandtomakeitharderforanypotentialinfectiontoreportback
oteifectiossuccess.
Loadbalaceskeepalivepagestatteyexpecttoetuastadadvaluetoindicatethattheserverisoperational.Thesepagesoftenare
calledfequetlyadaveaveylowtoleacefoaesposetime.
Becauseoftisteloadbalaceswilleedtobecoguedtoaccessa
healthpage.Determiningapolicyforwhatgoesonthishealthpageand
whatcriteriatheloadbalancershouldusetoindicatethataserverhas
failedcanbeessentialforhighavailabilityapplications.Developersmust
knowiftheyareexpectedtohandlesituationswhereasinglesessionistransferredbetweenservers.
Deigteeviometsfodevelopmet,testig,stagigouse
acceptanceanddeployinghelpsbusinessusesanddevelopersknow
whatresourcestheyhaveavailabletotestchangeswithoutimpacting
production.
frewallbestpractice
ladbalacg
defningenvironments
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Aexampleofabasicwiefamemioigteout-of-te-boxfuctioalityadlayoutofastadadMastePageissowbelow.Tis
breaksdownthefunctionalitytoitsmostbasiccomponentonapage.
Oncethewireframehasbeendraftedanditsenduserfunctionalityhas
beevalidated,desigescaapplybadigadvisualteatmetsto
theinterface.Visualcompositionsmaytakeseveralroundstoensure
tatvisualdesig,fuctioaldesigadstakeoldeacceptaceeac
ageemet.Ifact,tispasesouldbecaefullymaaged.
DEVELOPMENT & CONFIGURATION
maeragewrerame
CeArea
WebparZe
tle
search
UerMeuHmeLk
setle&Lg
Glbalnavga
Curresenavga
RecycleB
aerdragadvaldaghewrerame
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DEVELOPMENT & CONFIGURATION
MicosoftOfceSaePoitSeve2007povidesatemplate-likeapproachtobrandingwheremostoftheuserinterfacemaybe
completelyedesigedtoadetaileddesigequiemet.ASP.nET2.0
MastePagesallowfoagloballyappliedtemplatebackgoudtoallof
SaePoitsuseadadmiistatioscees.Bymodifyigoceatig
youowcustomMastePageviaMicosoftOfceSaePoitDesige
2007,uiquevisualpeseceadfuctioalitycabeacieved.
ISaePoit,sitedeitiosaelesystem-basedesoucesfomwic
allsitesarebuilt.Sitetemplatesareasetofchangestobeappliedtoasite
automaticallyaftetesiteisceatedfomasitedeitio.Udestadig
adcommuicatigtediffeecebetweesitedeitiosadsite
templatesisimpotatbecausesitedeitiosequieuiqueidetiesadteefoe,coodiatio.Sitetemplates,oteotead,equiete
udelyigsitedeitiotatwasusedtoceatetemadassuc,tei
ceatiosouldoccuolyfomappovedsitedeitios.Upgadead
cosistecyaemajofactositedecisiosweteoottousesite
templatesositedeitios.Botwillequiesomeeffottoupgade,but
sitedeitioswillequiemoeeffot.
EviometswitasmaydiffeetcompoetsasSaePoiteeda
levelofconsistencywhensoftwareisdevelopedandbuilt.Simplethings
likepatchesonacomputerusedtobuildcodecanhavedramaticimpacts
ontheoverallsolution.Dedicatingacomputertothepurposeofbuilding
allofthecodetobedeployedintoproductionisagoodriskmanagement
approach.Thereisthepotentialthatformanydifferentinternaland
extealgoupsdevelopigcodefoteSaePoitplatfom,avigoe
epositoyfoallofcodemayotbetestcoice.Eacdevelopmet
groupmaymaintaintheirownsourcecoderepository.Oneconsideration
fogoveaceisifyousizeofistallatiowaatsapolicytatequies
allcodebebuiltoacetalizedbuildcomputefomacetalizedsourcecoderepository.
maerage
sitedefnitionsandsitetemplates
buldgcde
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PROJECT & OPERATIONAL MANAGEMENT
DeigoleswititegoveaceteamadwitiSaePoitdeploymentatlargeisaseeminglyuncomplicatedtaskthatoften
becomesdifcultasstaffotates.Cosidedeigolesaoud:poject
maagemet,seviceowe,opeatioalmaagemet,addevelopmet.
PojectMaagemet:
Teseolesicludeactioswicmustoccutomaagetepoject
throughtocompletion.Timeandcostmanagementoftheplatform
poject,commuicatioofobjectives,esuigtepoductioof
deliveables,guidigtetimelies,admaagemetofexpectatiosae
allciticalactiostatsouldappefomapojectmaagemetole(s).
SeviceOwe:
Teseolesaefomaagigteogoiglifeofacetalizedgoveaceandplatform.ServiceManagerorownerrolesaretheadvisoryorsteering
committeeoleswicwillguideteSaePoitgoveaceovete
logtem.Explaiigwatactiosaeexpectedoutofteseolesaswell
astefequecyofcommitmetcabeelpful.
OpeatioalMaagemet:
Teseolesaeesposiblefoteday-to-daycaeadfeedigof
tesystemicludigbackupsadestoes,moitoig,adcapacity
management.Thesedonothavetobededicatedrolesbutareinstead
oleswicaleadyexistwitiyouogaizatio.Teysouldbedeed
asapatofteSaePoitgoveaceiodetomakeitcleawat
kindsofoperationalmanagementsupportisexpected.
Developmet:
Teseolesmayseemoddfoacetalizedplatfom.Teplatfomitself
maylagelybeout-of-te-boxfuctioalityofSaePoit.howeve,
itegatigSaePoititoyoueviomets,adigsecuesigo,
ceatigsitedeitios,admayotetasksmaybestbecetalizedso
nooneusermustbeartheburdenandconsistencyexiststhroughoutthe
solution.
defningroles
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PROJECT & OPERATIONAL MANAGEMENT
Etepise:
Aplafoetepisesitesasteigestlevelofgoveaceassociated
witit.Etepisesitestedtobefocusedocommuicatioo
thedisseminationofinformationandnotsomuchoncollaborationor
wokigtogete.Becauseitwillbeaccessedbyteetieogaizatio,
itsessetialtatitmatcteelativeappeaaceofteotesites
adtatitbeavailablemostoftetime.Out-of-badpatcesad
upgradestocorefunctionalityimplementedthroughcodewillneedtobemiimized.Taxoomyadteeedfoacosistetappoacto
ogaizatioofifomatioisecessayaswell.
Depatmetal:
Departmentalsitesstillhavealargenumberofuserseveniftheentire
etepiseistdepedatupotem.havigspecicgoveace
arounddepartmentalsitesallowsyoutorelaxsomestandardsfor
etepise-typesitesadceatesolutioswicmoediectlytte
collaborativeneedsofthedepartment.Thedepartmentalsitemaystill
avegoveaceobadigbutmayallowmoeout-of-badupdates
tocoecodeleveagedbytedepatmetalsite.Weedecisiomakig
ismoecetalizedabouttetypesofupdatestatcabemadeto
aetepisefacigsitebecauseofteiboaduse,decisiosaboutimplemetatioscedulesfodepatmetalsitesca,adsould,est
withthedepartment.
Ad-hoc:
PeapstegeatestvolumeofSaePoitsitesaead-ocsitesceated
tosuppotmeetigs,committees,ootesub-goupswicaveless
fomalstuctueadfewepeopletaadepatmetalsolutio.Ad-oc
siteseedlessgoveace,exceptiteaeasofquotaadetetio.
Wileetepiseaddepatmetalsitesavealoglife,ad-ocsites
mayliveolyafewdays,sucassitessuppotigtedevelopmetofa
rFPespose,oafewweeks,likeasitefoacompaypicicplaig
committee.Becauseoftelagevolumeofequestsadtesot
duatioofteeeddevelopigapolicyaoudsiteetetio(adteefoedocumetetetio)iscitical.
commonsiteclassifcationtypes
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INFORMATION ARCHITECTURE
Moeoftetaot,compaiesfailtoplafoadequatetestigoftesitepiotolauc,esultigieveytigfombokelikstoasite
tatdoestmeetteoigialbusiessstakeoldesgoals.Ogaizatios
typicallyfallsotiadequatelytaiigemployeesoowtouseo
ceatecotetfoteitaet,oceagaiseveelyeducigitsogoig
value.
So,watspecicallycayoudotoelimiatecaosadbuildabette
itaetfomtestat?UseMicosoftOfceSaePoitSevetoceatea
maagedsigleeviomet,adbuildiplasfogoveaceupfot.
AWebsitesifomatioacitectuedetemiesowteifomatioi
tatsiteitsWebpages,documets,lists,addataisogaizedad
pesetedtotesitesuses.Ifomatioacitectueisofteecodedasaieacicallistofsitecotet,seackeywods,datatypes,adote
concepts.
AalyzigteifomatiotobepesetediaIteetoitaetWeb
siteisaimpotatealystepitesiteplaigpocess,adtisstep
povidestebasisfoplaig:
Howthesitewillbestructuredanddividedintoasetofsitecollections
andsites.
Howdatawillbepresentedinthesite.
Howsiteuserswillnavigatethroughthesite.
howifomatiowillbetagetedatspecicaudieces.
howseacwillbecoguedadoptimized.
Altougtissectiopovidessomeguidaceoowtoaalyzete
ifomatioequiemetsofyouIteetoitaetsite,youwillwat
toicludeaifomatioacitectoaalystoyousitesplaigad
desigteamtoesuetatyouWebsiteplasfullytakeitoaccoutte
ifomatioacitectueeedsofyouogaizatio.
aburmaarchecure
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MICROSOF
TOFFICESHAR
EPOINTSERVER
2007INFORMATIONARCHITECTUREGUIDE
BusinessStakeholder
ServerAdmiistato
InformationWoke
re
quiemen
ts
Disco
very
Design
Sign-Off
Use
Acceptan
ce
UseTainin
g
En
te
pise
Disco
very
En
tepise
Plannin
g
Design
Server
Build-O
ut/
Installation
D
ata
Mig
ration
Int
egration
Testing
Con
gua
tion
Design
Custom
Developmen
t
Site
Con
gua
tion
Int
egration
Testing
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NOTES
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NOTES
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NOTES
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NOTES
Content Creation and
Production
VaiouscosultatsadbusiessesoucesfomItekowlogyadAscetium
ScottCase
robetBogue(SaePoitMVP)
MicosoftCopoatio:MakWage,JoelOleso,ApaSa,JeffTepe
Design PowessCosultig,LLC.,Seattle,WA
AKnoWLEDGEMEnts