sharepoint governance checklist

Thisbreaks down the functionality to its most basic component on a page.User MenuHome LinkSite Title & LogoSearchGlobal NavigationTitleContent AreaCurrent Site NavigationWebPart ZoneRecycle Binafter drafting and validating the wireframeOnce the wireframe has been drafted and its end user functionality hasbeen validated, designers can apply branding and visual treatments tothe interface. In short, a taxonomy makes it easier to organize andfind things on a Web site.Taxonomic l Permanent Controlled; tightly governed Push information to users Dashboards, BusinessIntelligence, BPM Applications, Content Portaladministrators CorporatestakeholdersDivision Portals Permanent Controlled; tightly governed Push information to users All public sites - content isdivisional information Dashboards, BusinessIntelligence, BPM Applications, Content Portaladministrators Divisional businessownersDepartment, Group& Team Sites Permanent and Temporary Sharing information (push/pull) Collaboration Ad hoc, lax control Divisional businessowners Departmentalbusiness ownersProject Team Sitesand Workspaces Short lived, timed expiration Collaboration Ad hoc, lax control Departmentalbusiness ownersMy Sites Permanent Personal info Pull information Ad hoc, lax control Portaladministrators Employees. United States Properly secure corporate assets. sharepoint workflow configured Determining a policy for what goes on this health page andwhat criteria the load balancer should use to indicate that a server hasfailed can be essential for high availability applications. Controlling what sites can be linked to from thesetools is a security and operational concern.It is typical to prevent outbound web connections from the server on port80 or 443. Site templates, on the other hand, require theunderlying site de nition that was used to create them and as such, theircreation should occur only from approved site de nitions. sharepoint office started getting checklist administrator site sharepoint stopped management governance sharepoint pro books Understandingand communicating the difference between site de nitions and sitetemplates is important because site de nitions require unique identi ersand therefore, coordination. Whenauthoring metadata using Microsoft Visual Studio 2005, valuableIntelliSense support can be gained by copying XML definition to aworking folder and setting the schemaLocation attribute of the rootelement to point to this schema. governance data informatica facets tools c09 solutions processes understanding diagram management documents business sharepoint governance SharePoint technologies offer a exible andef cient way for users to create their own workspace solutions forcollaborative projects and groups.However, as with other collaboration environments without propergovernance, a SharePoint deployment can become unmanageable,a disorganized collection of sites, users and links, through the samepathways that provide such exibility and power when properlydeployed.In a balanced and well-de ned SharePoint governance plan, consistentrules and guidelines are instituted that give users just enough exibilityand control to produce customized, manageable solutions, but alsoprovides enough oversight so that the solutions retain manageability. The way that backups are performed is essential to the SharePointgovernance process because it establishes expectations on what isrecoverable or not. DEVELOPMENT & CONFIGURATIONmaster page wireframeAn example of a basic wireframe mirroring the out-of-the-boxfunctionality and layout of a standard Master Page is shown below. Geschlechterquoten Im Europ Ischen Vergleich Misi Dan Visi Rumah Sakit Kebijakan Kesehatan Pembahasan Un Fisika Sma Ma 2018 Paket 1 Conv Riviera Von Herceg Novi Montenegro Herceg Nov Off Line Non Isolated Ac Dc Power Supply Arch Garis Panduan Penulisan Laporan Akhir Latihan. OPERATIONAL CONCERNSmonitoringIts important to monitor at the level of detail that will let you know withconfidence that if the site is down that you will be notified there is aproblem. PROJECT & OPERATIONAL MANAGEMENTcommon site classication typesEnterprise:A plan for enterprise sites has the highest level of governance associatedwith it. What format the communications will be in? The platform itselfmay largely be out-of-the-box functionality of SharePoint. TESTING & PROVISIONINGpre-launch testingPrior to launching, require site owners to test their own content. When rst added, theWeb Part properties must be set to use an available BDC Entity as itssource. Explaining what actions are expected out of these roles as wellas the frequency of commitment can be helpful.Operational Management:These roles are responsible for the day-to-day care and feeding ofthe system including backups and restores, monitoring, and capacitymanagement. You need to get feedback fast to make changes,so dont get bogged down in massive spreadsheets.Its best to create test plans that test all necessary functionality, suchas links to other programs. De ningwhat the monitoring policies are, including who will be noti ed whenthere is a problem with the server, or with an individual site will eliminateconfusion as to who owns the resolution of server problems includingproblems with speci c sites.disaster recovery and backupThe fundamental building block of disaster recovery plans are backups.Backups of the data, failover hardware, and redundant connectivity. This is designed to prevent malicious sites from being run onthe server and to make it harder for any potential infection to report backon the infections success.load balancingLoad balancers keep alive pages that they expect to return a standardvalue to indicate that the server is operational. Understandingand communicating the difference between site definitions and sitetemplates is important because site definitions require unique identifiersand therefore, coordination. sharepoint checklist Use these resources to further explore governance in Microsoft SharePoint and related services. If you make theassumption theyll just know what to do, you may be disappointed withthe results.testing planBuilding a strong user acceptance testing plan up front will help businessstakeholders see for themselves that the project objectives have beenmet, before the intranet is widely available.test environmentsThe fundamental building block of disaster recovery plans are backups.Backups of the data, backup hardware, and backup interconnectiongear. End-user training and education in addition to good content andsearch is the key to end user adoption.5. A corporate browse and search strategy for the enterprise will ensureyou are making the most out of your intranet assets as well asencourage culture change, best practices and adoption.10. These do not have to be dedicated roles but are insteadroles which already exist within your organization. sharepoint implementation checklist SharePoint GovernanceChecklist GuideCHECKLISTS, Welcome to the Microsoft Of ce SharePointServer 2007 Governance Checklist Guide!Included in this Microsoft Of ce SharePoint Server 2007Governance Checklist Guide is a collection of hand-selectedchecklists and tips that provide comprehensive governanceinformation to ensure that your IT organization is following thesame standards for SharePoint governance as the experts.This guide can be used alone to develop your governance plan,as a quick reference guide that accompanies the SharePointGovernance Plan, or as a foundation for your SharePointgovernance.You can download the SharePoint Governance Plan and ndsupporting information on SharePoint governance by visiting thislink:http://go.microsoft.com/fwlink/?LinkId 90916&clcid 0x409We hope you will nd this checklist guide useful for yourSharePoint deployments. Theway that backups are performed is essential to the SharePoint governanceprocess because it establishes expectations on what is recoverable or not.Defining the process for requesting recovery and the timeline for thatrecovery further establishes the kind of expectations from SharePointthat improve adoption. When first added, theWeb Part properties must be set to use an available BDC Entity as itssource. Set upschedules for them to review content every other day during the testingcycle.To make it as easy as possible to hear back from these testers, providean online form or similarly convenient way for site owners to providefeedback during testing. Please visit the above link and let us know yourthoughts.The SharePoint Product and Technologies TeamsJune 2007. )sponsorship Establish a SharePoint Governance board to review adoption andcontrols Solicit executive champions to create management attention to thevalue of the initiative Encourage business evangelists to share power of SharePoint withother business leaders, Project & Operational Managementroles and terms Define clear roles and responsibilities for the initiation of theSharePoint technologies platforms Define clear roles and responsibilities for the initiation of theSharePoint operation Define strategic teams to address strategy issues Establish cross-functional problem resolution to address complexissues which arisesite and platform classification Create classifications by number of users and longevity (include): Create an Enterprise classification Create a Departmental classification Create a Team classification Create a Project classification Create a Personal classification Create classifications by type of use (include): Create a portal for communications classification Create an application for tactical results classification Create a collaboration to facilitate team operations classificationservice level agreements Create a service level agreement around the length of time andapprovals necessary to create a site Establish service level agreements for problem resolution throughthe help desk Negotiate performance service level agreements for the first loadof a site, subsequent loads of a site, and performance at remotelocations, DEVELOPMENT & CONFIGURATIONcustomization tools Define what customization tools will be allowed Communicate what actions will be allowed and not allowed in thetools (i.e. We recommend that you consider governance first as you start working with SharePoint. You can do this by pinging the server, checking the status ofservices, testing health-check pages, etc.

sharepoint checklist administrator Our website is made possible by displaying online advertisements to our visitors. sharepoint adoption Because it will be accessed by the entire organization,its essential that it match the relative appearance of the other sitesand that it be available most of the time. INFRASTRUCTURErewall best practiceIt is a best practice for rewalls to not allow servers to access the webdirectly. Whenauthoring metadata using Microsoft Visual Studio 2005, valuableIntelliSense support can be gained by copying XML de nition to aworking folder and setting the schemaLocation attribute of the rootelement to point to this schema. unghosting)site definitions and templates Establish guidelines for the development of site definitions andmechanisms for coordinating ID usage Communicate policies for site template deployment, such as therequirements for a globally installed templatesource code and build control Determine if a central repository will be required for all codeinstalled on the platform Establish standards for building components either on a centralizedserver or as guidelines for building software Communicate expectations as to reference documentation(compiler generated) and warnings (whether they are allowed)on-going source code support Describe the responsibilities of business unit for ongoing codesupportdevelopment standards Consider guidelines for which assemblies may be installed to theGlobal Assembly Cache (GAC) and which may not Establish rules about the use of the AllowPartiallyTrustedCallers, DEVELOPMENT & CONFIGURATIONbranding Establish templates for what the SharePoint sites will look like Determine which types of sites may be modified and which may not Define which parts of the template may be changed by site owners,and which may not Create and manage a master page gallery and create solutiondeployments packages to rollout if necessary Ensure that your sites visual designer includes some sort ofbranding in all content creation Require use of templates on higher level pages to enforce brandconsistency Remember to allow room for sub-branding of individual teams orproject brands, INFRASTRUCTUREfirewalls Consider rules for outbound connections from the web servers foruse by the XML and RSS Viewer web part Communicate firewall and security restrictions including any webpart restrictions such as ActiveX controls or external RSSrecovery, load balancing and failover Decide upon and communicate the backup, clustering, loadbalancing and failover strategy and related service level agreementsenvironments Define the environments which will be used to develop and testsolutions in SharePoint Describe the actions which are expected and those which areprohibited in each environment Communicate policies for site template deployment such as therequirements for a globally installed template, TESTING & PROVISIONINGtesting Prior to launch, require content owners or editors to test their owncontent Offer a convenient mechanism for site owners to provide testingfeedback Create thorough test plans and let site owners know specificallywhat you want them to testprovisioning Determine an approval process for information policies such asexpiration, compliance and auditing Establish and document user policies and rights policies includingsecuring restricted areas Publish guidelines outlining appropriate application and contenttypes Consider forbidding confidential data on your SharePoint site orlimiting it to specific site collections or web applications which aremore tightly controlled, audited, and managed Clearly define remote access policies to ensure security, OPERATIONAL CONCERNSmonitoring, uptime and downtime Establish monitoring at the server and web application level Define responses to each type of failure that may occur; useMicrosoft Operations Manager Packs for applicable areas in thedeployment such as IIS, SQL, WSS 3.0, and SharePoint Server 2007 Define scheduled downtime periods if needed Communicate the procedure to report unscheduled downtime orspecific performance issues (consider using another medium foroutage notification) Define response procedures to unscheduled downtimedisaster recovery Plan for single file recovery (perhaps using version control and therecycle bin) Plan for single or multiple site recovery Plan for server recovery Plan for data center recoverydata and document recovery Codify corporate records management requirements into SharePoint Define rules for archive of sites including warnings and approvalsquotas and reporting Establish default storage quota templates by web application Establish process for requesting a larger quota, including maximumquotas Define required auditing reports and establish storage usage reports,including how the data will be gathered and frequency Develop activity based reporting for administrators and businessusers, EDUCATION & TRAININGtraining budget 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 costsinitial training Acquire end user training and resources Acquire help desk training and resources Acquire administrator training and resources Develop administrator policy guides which describe organizationspecific policies Acquire developer training and resources Develop developer policy guides which describe organization specificdevelopment policies Provide separate training for site managers, application designers,information workers, and end userscommunity development Create online forums where users can support each other and askquestions Create opportunities for face-to-face learning in unstructured orsemi-structured environments, such as lunch and learns or afterhours discussionsrenewal training Plan for renewal training which gathers the learning from multiplegroups and exposes it to other groups Perform periodic audits of the platform to discover what features arenot being utilized and which features are not being utilized correctly, NAVIGATION & TAXONOMYtaxonomy Give one group control over the taxonomy Consider hiring or utilizing a professional taxonomist or in housetaxonomist who has been trained or has experience with SharePointtechnology Use the taxonomy for consistent labeling of the site Build one set of taxonomy labels prior to finalizing your wireframes Update taxonomy to provide useful search metadatasite directories Define the structure of the site directories including the majorgroupings and associations Develop a linking strategy between different types of sites such asenterprise, divisional, departmental, team, etc.content types Define core content types in the organization and include in sitetemplates or site definitions Define key fields to link documents and operational systems, ENTERPRISe SEARCHsearch Assign workflows for content creation so only the best information isavailable 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 intoyour search results Utilize BDC functionality in SharePoint to enable search on customerrelationship management or partners, products and moresearch locations Establish content sources to the file based repositories in theorganization Use the Business Data Catalog to allow searching of business datasearch relevancy Define who will be responsible for core relevancy settings Implement organizational enhancements of the noise words file,thesaurus file, and keyword best bests, CUSTOM CHECKLISTadditional checklist items notes, acronyms, definitions, and references, SharePoint GovernanceChecklist Guidetips & info.

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