Contents

Contents at a Glance

About the Authors

About the Technical Reviewer

Acknowledgments

Introduction


Chapter 1: A SharePoint Manifesto

Governance OF the Users

Governance BY the Users

Governance FOR the Users

Finding What You Need in This Book

Part I: Establishing Governance

Part II: Information Technology Governance

Part III: Information Management

Part IV: Application Management

Part V: Appendixes

Summary

Chapter 2: SharePoint Governance Overview

What Will You Learn in This Chapter?

The Purpose of Governance

Services

Mandatory Services

Optional Services

Service Monitoring

Service Decommissioning

Governance Segments

IT Governance

Information Management

Application Management

The Governance Team

Business Leadership

IT Staff

Knowledge Workers (Users)

The Governance Plan

Vision and Goals

Roles and Responsibilities

Policies and Standards

Ongoing Maintenance and Planning

Common Pitfalls in Governance

The Goldilocks Approach

Engaging Users

Roles and Responsibilities

Implementation

Summary

Chapter 3: Governance Planning

What Will You Learn in This Chapter?

Getting Started

Start Communicating

Establishing a Governance Committee

Identify Stakeholders

Set the Objectives for Governance

Assign Roles and Responsibilities

Develop Governance Planning Documents

Common Document Features

The Governance Plan

Additional Planning Documents

Closing the Loop

Summary

Chapter 4: Implementing Services

What Will You Learn in This Chapter?

Identifying Services

Establish Mandatory Services

Identify Optional Services

Prioritize Services

Planning for Implementation

Planning for Monitoring

Planning for Maintenance

Planning for Decommissioning

Summary

Chapter 5: User Training and Adoption

What Will You Learn in This Chapter?

Driving Adoption

Why Users Stay Away

Goals for Adoption

Adoption Strategies

Start Small

Leverage Existing Data

Provide Incentives and Recognition

Communication Plan

Communication Strategies

Document Template

Communication Events

Training Plan

Training Strategies

Audiences

Levels of Training

Delivery Strategies

User Feedback and Support

Establish and Train a Portal Help Desk

Provide Contact Information for Content

Create Online Self-Help Communities for Users

Provide Help Proactively

Actively Solicit User Feedback

Training and Adoption Resources

Summary

Chapter 6: Managing Content

What Will You Learn in This Chapter?

Introduction to IT Management

Types of SharePoint Content Containers

Managing Different Types of Sites

Intranets

Extranets

Internet Sites

Planning the Content Lifecycle

Self-Service Site Creation

Self-Service Subsite Creation

Site Collection Auto-Deletion

Controlling Content with SharePoint Features

Site Templates

Publishing

Quotas

Locks

Access Requests

Auditing

Workflows

SharePoint Designer

Digital Asset library

Information Management Policies

Summary

Chapter 7: Managing the Server Farm

What Will You Learn in This Chapter?

Introduction to Farm Management

Configuring SharePoint

Farm-Level Configurations

Web Application Management

Monitoring SharePoint

Diagnostic Logging

SharePoint Logging Database

Usage Data Collection

Health Analyzer

Maintaining SharePoint

Backup and Restore Configurations and Content

Software Updates and Patches

Summary

Chapter 8: Managing Operations

What Will You Learn in This Chapter?

SharePoint Farm Configurations

Limited Deployments

Small Farm Topologies

Medium Farm Topologies

Large Farm Topologies

Monitoring

SharePoint Health Analyzer

SharePoint 2010 Unified Logging Service

Usage Data and Health Data Collection

Windows Server Event Logs

Web Analytics

Security Planning

Default SharePoint Permission Levels

Default SharePoint Groups

Determine Need for Custom Permission Levels or Groups

Capacity Planning

Analysis

Design

Test and Optimize

Deploy

Monitor

Summary

Chapter 9: Information Architecture Overview

What Will You Learn in This Chapter?

Site Hierarchies

SharePoint Hierarchy Considerations

Search vs. Click

Metadata

Automating Information Lifecycles

Why Tagging Is Important

Governing Metadata

Taxonomy

Folksonomy

Card Sorting

Determining Success

Summary

Chapter 10: Information Delivery

What Will You Learn in This Chapter?

Types of Information Within SharePoint

Customize Display of Information from Web Part

Outdated Content

Causes of Outdated Content

Possible Approaches to Limit Outdated Content

How to Deliver Information Within SharePoint

Understand the Audience

Tools to Define Information Delivery

Audience-Targeted Content

Publishing

Publishing Workflow Overview

Delivery of Information Through Search

Search Reports

Summary

Chapter 11: Branding the User Interface

What Will You Learn in This Chapter?

Determining Branding Needs

SharePoint Multilingual Support

SharePoint Publishing and Branding

Types of SharePoint Sites

Types of Browsers

Branding Trends

Branding Breakdown

Branding Components

Themes

Master Pages

Page Layouts

Cascading Style Sheets

Customization Pitfalls

SharePoint Navigation

Global Navigation

Quick Launch

Summary

Chapter 12: Customization and Tools

What Will You Learn in This Chapter?

Introduction to Application Management

Tools for Customization

SharePoint Designer

Visual Studio

InfoPath Designer

Microsoft Visio

SharePoint Workspace

Customizing Content

Master Pages

Themes

Publishing

Site Templates

Creating Custom Functionality

Solutions and Features

Web Parts

Events

Application Pages

Timer Jobs

InfoPath Forms

Workflows

The Client Object Model

Summary

Chapter 13: Packaging Solutions

What Will You Learn in This Chapter?

Solution Framework Overview

Solution Package Structure

Understanding Deployment Environments

Managing Farm Solutions

Adding a Solution to the Farm Store

Deploying a Solution to the Farm

Managing Sandboxed Solutions

Deploying a Solution to the Solution Gallery

Activating a Sandboxed Solution

Understanding the SharePoint Sandbox

Sandbox Service Architecture

Resource Monitoring and Quotas

Full-Trust Proxies

Load Balancing

Creating Solution Packages

Creating a Simple Solution

Customizing a Solution Package

Upgrading a Deployed Solution

Feature Versioning

Performing the Upgrade

Best Practices

When and Why to Use Solutions

When and Why to Play in Your Own Sandbox

Summary

Chapter 14: Application Lifecycle Management

What Will You Learn in This Chapter?

Designing an ALM Process

Establishing Standards

Phases of the ALM Process

Managing Development

Component Development Tools

Team Development Environment

Structuring Development Teams

Developer Environments

Testing Environments

Summary

Appendix A: Online Resources

Governance Overview

Planning

User Adoption and Training

IT Governance

Site Provisioning and Management

Quotas and Resources

Monitoring

Data Backup and Recovery

Information Management

Site Structure

User Interface Design

Metadata

Content Management

Social Computing

Application Management

Development Tools

Site Design

Solution Packaging

Sandboxed Solutions

Logging Events

Business Connectivity Services

Governance Case Studies

Community Resources

Appendix B: The Governance Plan

The Main Governance Plan

User Communication Plan

User Training Plan

Operations Plan

Appendix C: Governance Checklists

Establishing Governance

IT Governance

Information Management

Application Management

Index

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