#ocspug sharepoint 2013 best practices
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SharePoint 2013 Best Practices
• Ivan Sanders• SharePoint MVP/MCT & Author• ivan@dimension-si.com• @iasanders
A B C D
E F G H
Introductions Agenda Best Practices Governance
DocumentationBusiness AppsDocumentationArchitecture
Who Am I
Ivan SandersIvan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than 15 years of broad-based hands-on experience with the design and development of mission-critical applications that include Business Intelligence Dashboards in the enterprise and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint solutions since 2004.
Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Codeplex, and GitHub, Teched and PDC Birds of a Feather, Build, SharePoint Saturday, SharePoint Conferences, SharePoint ShopTalk, INETA, GITCA, and Local Southern California User Groups.
twitter http://twitter.com/iasanders, LinkedIn http://www.linkedin.com/in/iasanders, Blog http://msmvps.com/blogs/ivansanders Email: ivan@dimension-si.com
Consultants see “interesting issues”The “G” word (no not God)“Best Practices” Architecture Permissions ContentMinimum requirements3rd Party ToolsContent Management
GovernanceDefinitionGoalsPlatformChaos as an Opportunity
ArchitectureGuidelines & TenetsScaleabilityInformation Architecture
Business Critical AppsLine of BusinessSearchBusiness intelligenceSocial
“Best Practices” Minimum requirements• Administrators should always know how to automate the farm Build• Developers should know how to package and deliver features• Designers should know that SharePoint Designer no longer has a design
canvas• Business Intelligence Analysts should know how to create PowerPivot,
PowerMap,PowerView, and PowerQuery using Excel• DBAs / Administrators should know how to script your SQL Always ON
Cluster and provision the correct size and number of volumes• Pre-size ContentDBs to 100GBs and do not let grow beyond 200GB• Be Agile in everything you do• If you have public facing site hire and outside services firm to perform
PEN testing twice per year and FIX all of the issues Level 2-5 immediately
• Disable SSL2, and SSL3 use TLS 1.2• Test your Disaster recovery plan• Monitor the search query logs for how people use search
“Best Practices” 3rd Party Tools• Use Vyapin Software SPDockit to create your as Built Documents and
Adherence to Best Practices • Use Metalogix Control Point to restrict URL Depth, ensuring users are
added to Groups, Reporting ion Site Owners administrative privilege changes, restrict item level permissions except where necessary
• Use Metalogix Content Matrix or MetaVis to migrate your content from previous versions
• Be Agile in everything you do• Use Team Foundation Server or GitHub for All Code include scripts and
Documentation• Use Codeplex.com to find free tools like ULSViewer and Search
Diagnotics• Use Codeplex to find examples, demos, builds with labs and other
training material• Use Github.com/OfficeDev to discover guidance examples and traning
materials for developers• Know what and how people use SharePoint. Use a simple WebSite
Statistics Tool like Web Expert and create a site and publish the HTML reports on site usage
“Best Practices” Content Manageent• Know your companies Document Lifecycle• Always Create and Share Content Types, Site Columns, and use the
managed metadata Store to capture the Business Terms and Aliases used every day
• Fix the navigation and branding on the search result page • Change the Search result Hover Panel to use the edit item Hover panel• Create Refiners using Managed Properties• Use Continuous Crawls where possible and plan for the additional WFE
for Crawls• Plan for and Enable the BLOB Cache to play videos more quickly• Only use item level permissions if necessary• Use Vyapin Software SPDockit to create your as Built Documents and
Adherence to Best Practices • Use Metalogix Control Point to restrict URL Depth, ensuring users are
added to Groups, Reporting ion Site Owners administrative privilege changes.
• Use Metalogix Content Matrix or MetaVis to migrate your content from previous versions
• Be Agile in everything you do• Use Team Foundation Server or GitHub for All Code include scripts and
Documentation
• Greek root word – “MEH”• Ok, actually it’s to “Helm a ship”
• Past Present Future• For Pete's sake, What is the BUSINESS
NEED?• Be fluid, living documentation cover the
important part in order. (ex. Architecture, Patching, Policies, Document management/retention.)
Governance
Example Governance goals
Improve site managementsite lifecycle; site classification & two-owner policy; notification mechanism for compliance management; centralized view of owned sites
Protect corporate assetsuser awareness; sensitive data signaling & securing; external user signaling; enhanced monitoring & reporting
Empower users to get their work done
Example of Governance Platform• Provide centralized governance
framework for site provisioning & enforcement of policy issues
Site Lifecycle & Governance
(aka “Semi-AutoSites”)
• Support additional configuration & branding of a site after creation
• Allow divisional site portfolio management
Divisional Site Configuration & Management
(aka “Site Configuration Manager”)
Site Provisioning & Management Components
Site Creation & Classification Central hosting options page to
discover resources and hosting options
Site provisioning form collects additional metadata
Assign data classification for security settings & policy enforcement
Site Management Site owner responsible for site
lifecycle and policy tasks
Additional metadata used for enhanced reporting and search-driven navigation
Protecting Sensitive Content Enforce policies to protect sensitive
data and prevent data leaks
Notifications enhance user awareness of data sensitivity and scope of sharing
Monitoring & Reporting Sites I Own Dashboard displays all
sites owned by the user with compliance status of each site
Enhanced site and user reports for monitoring and auditing
K
INFORMATION CHAOS INFORMATION OPPORTUNITY BUSINESS BENEFIT
Mobile means information leaking everywhere
Governance occurs regardless of device
Employees and customers work on their own device
Systems of Engagement and Record misaligned
End-to-end process synchronization
Processes transparent to customers
Information coming faster than it can be digested
Analytics automatically categorizes and disposes
Static information now at rest put into motion
The “business” circumvents IT IT spend aligned with opportunities
A new business/IT alignment
More silos than ever—and new ones in the cloud
Governance occurs regardless of location
It doesn’t matter where information “lives”
We’re spending too much on technology
Cloud opportunities to save on legacy
IT shifts from a cost center to value creator
Community Management
Four Factors for a Successful Journey
Clarity of Vision IntegrationSponsorship and Participation
Your organization can explain how ESN helps them do their job better.
Executives and key contributors are committed to driving adoption.
The right sources of business data are connected to your Enterprise Social solution.
A proactive community approach to helping employees understand what it means to work like a network.
• Avoiding Roundtrips1. Effective caching mechanisms2. Content-Delivery Networks and BLOB storage
• Avoiding Bottlenecks3. NoSQL storage4. Sharding5. Waiting in a queue6. Acting asynchronously
• Avoiding Single Point of Failure7. Redundant Design
3 Guidelines, 7 Tenets
SUM
MARY
Single server? Small Farm, Large farm, Fully Redundant• Review your SLAs, or Create the SLA• Really consider what people do in
SharePoint• Start simple Search or Business Intelligence• Consider 5 years out, one step at a time• What are your performance goals? Is it
reasonable?
Architecture
Metadata Taxonomy Content Types
Sites Lists Document Libraries
Folders Document Sets Workflows
Content Organizer
RulesUser Profiles Audiences
…
Information Architecture
Understand the Technology• If you don’t, get someone that does.• Pay Now, or Pay Later. Who is going to manage your environment?• You, Us, or others. (On-Prem, Azure,
Office365)• If you don’t have the skills now attend
traning
Architecture
LOB Connectivity
PeopleSoft data surfaced and shared via SharePoint as a courtesy of Inflight.
Broader access to LOB data via the user-friendly SharePoint
Better business decisions with real-time visibility
Accelerating and automating business processes
Enterprise Search
Contextual and intent driven search experiences
Flexibility to draw information from across the enterprise and the web
Ability to analyze user interactions
Analyzing data with Excel
Analyze
Visualize
DiscoverEasily discover and access public and corporate data with Power Query
Model & analyze 100’s of millions of rows lightning fast with Power Pivot
Explore and visualize data in new ways with Power View and Power Map
Power BIVisualize in an interactive way with Power View and Power Map
Share insights with everyone, anywhere across the enterprise
Discover and analyze public and internal data with Power Query and PowerPivot in Excel
Tools and Techniques – Content
Content Inventor
y
Content Audit
Metadata &
Taxonomy
Content Models
“Golden Set”
3rd Party ToolsCodeplex• AutoSPInstaller• SharePoint 2013 Business Intelligence Demo Builds with SQL Server 2012 SP1• SharePoint SUSHI• SharePoint 2013 Database Documentation
Github• OfficeDev/PnP• iasanders/SPFeatureGenerator• iasanders/SharePoint-Managed-Metadata-Navigator-• iasanders/DevCampTrainingSPDockit - http://www.spdockit.comMetalogix Content Matrix http://www.metalogix.com/Products/Content-Matrix.aspxMetalogix ControlPoint http://www.metalogix.com/Products/ControlPoint.aspx
Who Do you trust??• Maurice Prather http://www.bluedoglimited.com/default.aspx • Andrew Connell http://www.andrewconnell.com/blog • Spence Harbar http://www.harbar.net • Heather Solomon http://www.heathersolomon.com/blog • Todd Klindt http://www.toddklindt.com/default.aspx• Todd Baginski http://www.toddbaginski.com/blog • Todd Bleeker http://bit.ly/edlSm5
Jan Tielens http://weblogs.asp.net/jan • Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx • Wictor Wilen http://www.wictorwilen.se • Ted Patisson http://blog.tedpattison.net/default.aspx • Lars Fastrup http://www.fastrup.net • Carsten Keutmann http://keutmann.blogspot.com• Keith Richie http://blog.krichie.com• Bill Baer http://blogs.technet.com/b/wbaer • Sahil Malik http://blah.winsmarts.com • Bil Simser http://weblogs.asp.net/bsimser • Ivan Sanders http://msmvps.com/blogs/ivansanders• Gary LaPointe http://blog.falchionconsulting.com• Shanon Bray http://shannonbray.wordpress.com
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