1. Best Practices inSharePoint User Management Dux Raymond Sy, PMP, MVPRecorded video: http://vimeo.com/24711378

2. Presentation Objectives In this presentation, you will learn how to best manageSharePoint users In addition, you will learn The fundamentals of SharePoint site membership Effective techniques in identifying user communicationand information needs How to map communication plan to SharePoint sitemembership SharePoint user management processTwitter: @meetdux #sptechcon #spum 3. Dux Raymond Sy, PMP Managing Partner, Innovative-E, Inc. SharePoint Server MVP Author, SharePoint for Project Management by OReilly Media For more information, connect with Dux E-Mail: dux.sy@innovative-e.com Twitter: twitter.com/meetdux LinkedIn: meetdux.com/li Blog: meetdux.comTwitter: @meetdux #sptechcon #spum 4. Agenda Managing SharePoint Users is a Double-Edged Sword The Basics of SharePoint Site Membership 5 Key Steps to Managing SharePoint Users SummaryTwitter: @meetdux #sptechcon #spum 5. Sound Familiar? I cant upload to the Shared Documents library!Since you bought me dinner last night, sure,I can grant you Full Control permission. Nobody knows who has access to what in our SharePoint environmentTwitter: @meetdux #sptechcon #spum 6. Agenda Managing SharePoint Users is a Double-Edged Sword The Basics of SharePoint Site Membership 5 Key Steps to Managing SharePoint Users SummaryTwitter: @meetdux #sptechcon #spum 7. Who Can Access SharePoint Sites? SharePoint sites are intended for a community of users Site Membership is defined During site creation Even after the site is created In order to be added as a site member, a user has to beadded to SharePoint first SharePoint users can come from various sources knownas authentication providers Authentication providers are defined from SharePointCentral AdministrationTwitter: @meetdux #sptechcon #spum 8. Authentication Providers Web SSO OpenIDWindows SharePointOAuthFBAFB ConnectSite 1Site 2 Site 3Twitter: @meetdux #sptechcon #spum 9. Site Membership How are site members added? Manually by site owner User request What are SharePoint groups? A convenient way to manage groups of people within a site orwho collaborate frequently on many sites in a site collection How are user permissions defined? Site permissions Library/List Permissions Item-level permissionsTwitter: @meetdux #sptechcon #spum 10. Site AccessCSharePoint Site Dux SharedCalendarTasksRDocumentsMembers JerryCElaine Performance GeorgeEval MeetingNo CosmoAccessTwitter: @meetdux #sptechcon #spum 11. Agenda Managing SharePoint Users is a Double-Edged Sword The Basics of SharePoint Site Membership 5 Key Steps to Managing SharePoint Users SummaryTwitter: @meetdux #sptechcon #spum 12. Communication Planning is Key Determining communication needs and mapping to siteaccess are essential Both incoming and outgoing Site owners/managers are responsible1. Identify communication requirements2. Group site users3. Map communication requirements to site permissions4. Enforce permission change management5. Document & maintain site access informationTwitter: @meetdux #sptechcon #spum 13. #1 Identify Communication Requirements Program Manager Regular e-mail updates on project milestones and risks Comptroller Reviews and updates any change to project finances Compliance Office Monitors project process compliance Reviews and updates project risks Other Project Managers Share lessons learned and satisfy continuous improvementprocess Read only access to project documentsTwitter: @meetdux #sptechcon #spum 14. #2 Group Site Users User Site Group Program Manager Owners MembersVisitorsComptrollerOwners MembersVisitors Compliance Office Owners MembersVisitors Other PMs Owners MembersVisitorsTwitter: @meetdux #sptechcon #spum 15. #3 Map Communication RequirementsUserIssues Tasks Project Docs Calendar Visitors RRRR MembersCCRCFC = Full ControlD = DesignC = ContributeR = ReadTwitter: @meetdux #sptechcon #spum 16. #4 Enforce Permission Change ManagementPermissionsChange request Change Permission Log Inform details originator AnalyzeYes Site Managerdecision LogNo Gather info Schedule Later ReviewTwitter: @meetdux #sptechcon #spum 17. #5 Document & Maintain Site Access InfoTwitter: @meetdux #sptechcon #spum 18. Agenda Managing SharePoint Users is a Double-Edged Sword The Basics of SharePoint Site Membership 5 Key Steps to Managing SharePoint Users SummaryTwitter: @meetdux #sptechcon #spum 19. Resources Screencast: A Primer to SharePoint Securityhttp://bit.ly/spsecurity Video: Managing SharePoint 2007 Site Permissionhttp://bit.ly/d2oNOw Workbook: Site Creation Rights Governance Themehttp://bit.ly/b590nETwitter: @meetdux #sptechcon #spum 20. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetduxYour feedback will be greatly appreciated http://meetdux.com/feedbackTwitter: @meetdux #sptechcon #spum 21. Thank You!