It may bethat an organization decides to create multiple Application Definitionsto the same data structure, one perhaps complete with all fields and onerestrictive with limited field access, then assigning specific permissions onlyallowing company access to the more restrictive of the definitions.using web parts to add application definitionsWeb Parts are the easiest way to surface data from new ApplicationDefinitions. 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.

DEVELOPMENT & CONFIGURATIONmaster pagesMicrosoft Office SharePoint Server 2007 provides a template-likeapproach to branding where most of the user interface may becompletely redesigned to a detailed design requirement. Have a Governance and Information Management Plan. There is the potential that for many different internal andexternal groups developing code for the SharePoint platform, having onerepository for all of code may not be the rst choice. governance sharepoint ranosys HAFTPFLICHTVERSICHERUNG BAYERISCHE VERSICHERUNGSKAMMER. New York, NY 535022 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. Out-of-band patches andupgrades to core functionality implemented through code will needto be minimized. communicate to the CXOs that have a vested interest, Click icon to view map contentsClick label to view this node's details, as well as Typically, an organization will be veryselective as to which fields are available to end users. 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. Including content from a third party site through a content editorweb part or through the RSS reader web part creates exposure for crosssite scripting attacks. Manage as centrally as possible with a tight team with a means tocommunicate to the CXOs that have a vested interest.3. This should include the deployment process, developmentenvironments, development life cycle management, coding standards,and policies such as security levels and whether code can be deployed inthe GAC.Help Desk Personnel:This role is the first in line to the end users. The platform itselfmay largely be out-of-the-box functionality of SharePoint. Sites with (PII) personally identifiableinformation should be appropriately flagged and secured and audited.9. Microsoft 365 includes a variety of options to enable your governance policies across SharePoint and related services, including Teams, Planner, Stream, Outlook, Yammer and Microsoft 365 Groups. ENTERPRISE SEARCHthe business data catalogThe Business Data Catalog provides the bdcMetadata.XSD le, an XMLSchema De nition File (XSD) that de nes the XML element mappingstructure necessary for creating an Application Denition le. Simple thingslike patches on a computer used to build code can have dramatic impactson the overall solution. Site templates, on the other hand, require theunderlying site definition that was used to create them and as such, theircreation should occur only from approved site definitions. United States When clicking Add a Web Part on any SharePoint page,select Business Data List and add it to the page. Phone: +1 5545 66488 55 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. Migrating from SharePoint 2007 to SharePoint 2013, Course Summary - continuingstudies.stanford.edu, Microsoft SharePoint 2013 with Citrix NetScaler, DEVELOING MICROSOFT SHAREPOINT SERVER 2013, User Manual Vyapin SharePoint Management Suite. Leverage version history andversion control to maintain a history and master document that all canrefer to.7. Governance Checklist Guide nformation ArchitectureProject & Operational ManagementDevelopment & Conguration6-1667-89-10Infrastructure11Testing & Provisioning12Operational Concerns13Education & Training14Taxonomy & Navigation15Enterprise Search16Custom Checklist17Back-to-FrontTips & Information2-13Enterprise Search2Taxonomy & Navigation3Education & Training4Operational Concerns5Testing & Provisioning6Infrastructure7Development & CongurationProject & Operational ManagementInformation ArchitectureInformation Architecture Guide (graphic)Notes8-910-11121314-17, INFORMATION ARCHITECTUREEnsure understanding of what information architecture is and how itts in with the Intranet strategyEnsure stakeholders understand why information architecture iscriticalConsider hiring an information architecture professionalBuild wireframes for 4-5 most popular pages (for example, a Homepage, a Policies and Procedures page, a Department page, and aSearch Results page)Design simple sketches for each wireframe (links, content and fullfunctionality to be added later)Create a sitemap to plan the overall structureCreate sitemap subsections for popular groups or departments,then build out lower-level sections, such as Project sitesBuild content types for structured departments, regions, or businesssite collections, PROJECT & OPERATIONAL MANAGEMENTcommunicationEstablish 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 thedeployment, include stakeholders and global operations contactsdeployment processDene a deployment process for in-house and third-party softwarechange management processDene how changes will be tracked, catalogued, and approvedDecide where older versions of congurations, code, and compiledcomponents will be storedcost allocationDecide if you will be allocating costs back to business or not:WILL NOT: consider where the costs will be centered (comparewith e-mail)WILL: Consider what metrics youll use for the charge back (# ofsites, amount of storage, amount of activity, etc. The platform itselfmay largely be out-of-the-box functionality of SharePoint. When clicking Add a Web Part on any SharePoint page,select Business Data List and add it to the page. Life cycle managed site collections, and document libraries withinformation management policies such as content types with auditingand expiration.8. By modifying or creatingyour own custom Master Page via Microsoft Office SharePoint Designer2007, unique visual presence and functionality can be achieved.site definitions and site templatesIn SharePoint, site definitions are file system-based resources from whichall sites are built. Understandingand communicating the difference between site de nitions and sitetemplates is important because site de nitions require unique identi ersand therefore, coordination. sharepoint implementation checklist It may bethat an organization decides to create multiple Application Denitionsto the same data structure, one perhaps complete with all elds and onerestrictive with limited eld access, then assigning speci c permissions onlyallowing company access to the more restrictive of the de nitions.using web parts to add application denitionsWeb Parts are the easiest way to surface data from new ApplicationDe nitions. 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. New York, NY 535022 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. strategy, Have a killer backup strategy that meets the needs of your business and 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. Much of the training andeducation for the help desk should be focused around problem resolutionand how to locate the right resources when needed.Information Workers:This role con gures and extends site and list level feature sets. 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. Have a killer backup strategy that meets the needs of your business andmake sure it works before day one.4. Please visit the above link and let us know yourthoughts.The SharePoint Product and Technologies TeamsJune 2007.

ASP.NET 2.0Master Pages allow for a globally applied template background to all ofSharePoints user and administration screens. Consistency of platform, browsers, collaboration and enterprise searchstrategy.2. SHAREPOINT DEPLOYMENT GUIDE AND CHECKLISTS, SharePoint Governance Checklist Guide - Stanford, Designing an Effective SharePoint Governance Plan, Migrating from SharePoint 2007 to SharePoint 2013, Benefits of SharePoint 2010 as a Product Platform, A Developers Introduction to SharePoint 2013 Apps, SharePoint Migration Checklist - GTconsult, FACHANWALT INTERNATIONALES WIRTSCHAFTSRECHT. Provide site owners with a specific checklistof exactly what functionality you want them to check. Leverage version history andversion control to maintain a history and master document that all canrefer to.7. Have a Governance and Information Management Plan. OPERATIONAL CONCERNSmonitoringIts important to monitor at the level of detail that will let you know withcon dence that if the site is down that you will be noti ed there is aproblem. and expiration, Consistency of platform, browsers, collaboration and enterprise search Typically, an organization will be veryselective as to which elds are available to end users. When the communications will occur? Having specific governancearound departmental sites allows you to relax some standards forenterprise-type sites and create solutions which more directly fit thecollaborative needs of the depar, INFORMATION ARCHITECTURE Ensure understanding of what information architecture is and how it fits 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, A107 Adam Street Taxonomy and the need for a consistent approach toorganization of information is necessary as well.Departmental:Departmental sites still have a large number of users even if the entireenterprise isnt dependant upon them. Please consider supporting us by disabling your ad blocker. A taxonomy helps to define and control theway a Web site is organized, what things are named, and how peoplefind information. Site templates are a set of changes to be applied to a siteautomatically after the site is created from a site definition. encourage culture change, best practices and adoption, Branding consistency with a corporate style guide, Life cycle managed site collections, and document libraries with Definingwhat the monitoring policies are, including who will be notified 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 specific sites.disaster recovery and backupThe fundamental building block of disaster recovery plans are backups.Backups of the data, failover hardware, and redundant connectivity. Thisincludes branding, advanced Web Part features, workflows, and otherintegration points. United States ASP.NET 2.0Master Pages allow for a globally applied template background to all ofSharePoints user and administration screens. Life cycle managed site collections, and document libraries withinformation management policies such as content types with auditingand expiration.8. The governance processshould include the amount of space initially allocated by type of sitebeing provisioned as well as the process for requesting more space. make sure it works before day one, will ensure 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. Email: [emailprotected]. Properly secure corporate assets. 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. Symantec NetBackup for Microsoft SharePoint Server . You can do this by pinging the server, checking the status ofservices, testing health-check pages, etc. 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. 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. 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. INFRASTRUCTUREfirewall best practiceIt is a best practice for firewalls to not allow servers to access the webdirectly. 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. Understandingand communicating the difference between site definitions and sitetemplates is important because site definitions require unique identifiersand therefore, coordination. Simple thingslike patches on a computer used to build code can have dramatic impactson the overall solution. The way that backups are performed is essential to the SharePointgovernance process because it establishes expectations on what isrecoverable or not. Training should include SharePoint Designer, SharedService Provider interface for Search or other Service Management, SiteSettings, InfoPath, and standard SharePoint site administrator interfaces.End Users:This role will account for the bulk of SharePoint users and skills will varygreatly. Brandingconsistency with a corporate style guide and consistent taxonomy.Make approved master pages available in site galleries for consistencywhich will inform users they are on the corporate Intranet.6. SharePoint GovernanceChecklist Guidechecklists, Welcome to the Microsoft Office SharePointServer 2007 Governance Checklist Guide!Included in this Microsoft Office 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 findsupporting information on SharePoint governance by visiting thislink:http://go.microsoft.com/fwlink/?LinkId 90916&clcid 0x409We hope you will find this checklist guide useful for yourSharePoint deployments. We welcome your feedback on thischecklist guide. 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. Including content from a third party site through a content editorweb part or through the RSS reader web part creates exposure for crosssite scripting attacks. 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. Click icon or label to view this node's details, give users just enough flexibility 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. NAVIGATION & TAXONOMYtaxonomy governance modelA taxonomy is a structured way of ordering words, labels, tags, etc.for a Web site. Brandingconsistency with a corporate style guide and consistent taxonomy.Make approved master pages available in site galleries for consistencywhich will inform users they are on the corporate Intranet.6. EDUCATION & TRAININGmost common roles and suggested trainingSystem Administrators:This role is responsible for Server and database management and willallocate physical infrastructure, install SharePoint, provision and configureweb applications, and provide for top level security administration.Training should include deployment practices, SharePoint CentralAdministration, monitoring, maintenance, backup/restore, disasterrecovery, and management of Shared Service Providers.Developers:This role needs education on the structure to be followed in theorganization for developing add-ins and solutions based on SharePointtechnologies. The governance processshould include the amount of space initially allocated by type of sitebeing provisioned as well as the process for requesting more space. Having a governance plan in place early can help your organization stay compliant with your business processes and regulations. 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. These do not have to be dedicated roles but are insteadroles which already exist within your organization. Introduction to Tenant Administration in SharePoint 2013 . TESTING & PROVISIONINGpre-launch testingPrior to launching, require site owners to test their own content. Our website is made possible by displaying online advertisements to our visitors. By modifying or creatingyour own custom Master Page via Microsoft Of ce SharePoint Designer2007, unique visual presence and functionality can be achieved.site denitions and site templatesIn SharePoint, site de nitions are le system-based resources from whichall sites are built.

Visual compositions may take several rounds to ensurethat visual design, functional design and stakeholder acceptance reachagreement. Upgrade andconsistency are major factors in the decisions whether or not to use sitetemplates or site definitions. Depending on thesearch relevancyarchitecture of your application, some fields may be sensitive or evenencrypted. They should be de nedas a part of the SharePoint governance in order to make it clear whatkinds of operational management support is expected.Development:These roles may seem odd for a centralized platform.



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