The Business Intelligence Capabilities of SharePoint 2013 Business Intelligence (BI) capabilities in SharePoint 2013 are vast and in many cases are achieved with a combination of SharePoint and Microsoft Office or SharePoint and SQL Server’s capabilities . Note: For a review of Office 365's Business Intelligence capabilities in Power BI, review my previous post on a deep-dive of Office 365's Power BI
Understanding Operating in the Hybrid Cloud - EPC Group Case Study This blog post will provide "from the consulting trenches" ( Hybrid Cloud ) strategies and granular details of EPC Group’s approach to the new Hybrid Office 365 and/or SharePoint 2013 architecture's growing proliferation and how it may affect your organization. New Hybrid (Office 365) Governance Fundamentals Users that Ignore Governance and Planning for the Real World If it’s easy to get around it, they will: To ensure it will happen, enforce it transparently If it’s to complex, it won’t happen Strike a balance between: Note: Always consider compliance around HIPAA, PHI, and PII related data in Office 365 and/or SharePoint 2013. EPC Group’s Hybrid Governance Framework Step 1 – Understand what to Enforce Step 2 – Balance the enforcement Step 3 – How and where to enforce Step 4 – Prioritize the enforcement solutions Step 5 – Continue to Review and Enforce When and What to Enforce - EPC Group Framework Governance Feature Enforce Nothing Enforce Something Enforce Everything PII Policy Document (‘here’s our policy on exposing PII’) Monthly Audit (manual or physical ; random or comprehensive) Automated Audit on Upload Site Quota No Quotas or Suggested Quotas Tiered Options; business rules Chargeback model Site Creation Training on Where it Goes IT creates for you Fully automated with workflow Site Expiration At owner discretion Manual email sent to site owners asking.. Automated notification/expiration based on business rules Site Removal Up to owner IT manually removes/archives Automated deletion/archival based on business rules / workflow What to Enforce – What is the Balance (EPC Group Framework Example) Governance Feature Enforce Nothing Enforce Something Enforce Everything Site Templates Let users pick from laundry list Limit list of templates Automatically pick site template based on business rules Metadata / Document Classification Users pick metadata columns & manually enter metadata Document Library templates and managed metadata Automated metadata population ; automated business rule enforcement Site Classification Governance Document Site Label (i.e. HBI/MBI/LBI) Automated site placement based on user input & verification Mission Critical Classification Governance Document IT manually creates site in “special” environment Automated site placement bin redundant data-center based on user input & verification Enforcement Scope – How to Enforce (EPC Group Example) Governance Provisioning Tools (EPC Group Example) Object in SharePoint 2013 and/or Office 365 Automatable Create Site Collections Create Sub Webs Create Hierarchy Available on Office 365 People | My Sites | Social ✓ ✓ ✓ ✓ Web Parts | Apps ✓ ✓ List Templates (STP and XML) ✓ ✓ Web Templates (WSP and XML) ✓ ✓ ✓ Site Quotas ✓ ✓ Web Event Receivers ✓ ✓ ✓ SPD Workflows and Actions ✓ ✓ ✓ * ✓ Feature Stapling ✓ ✓ ✓ ✓ * Workflows ✓ ✓ ✓ ✓ Site Definitions ✓ ✓ ✓ ✓ Timer Jobs ✓ ✓ ✓ ✓ Custom Site Provisioning Handlers ✓ ✓ ✓ ✓ Matching the Policy to the Office 365 and/or SharePoint 2013 Scope (EPC Group Example) Policy Type Scope Possible Options Security\ Identity Management Farm Web Application Provisioning workflows Timer Jobs Web application polices DNS/Infrastructure Reactive reporting Farm Web Application Sites/Webs Timer Jobs External Database Event Receivers Proactive Sites/Webs Custom Forms Event Receivers Feature Receivers Custom Field Controls Auditing Farm Web Application Timer Jobs External Database Changes Sites/Web Features Control Delegates Considerations in Complex Environments • Multi-tenancy ( Office 365 Issues when a user goes outside of I.T. to create a new “environment”) • Multiple farms • Hybrid on-premise and off-premise • Security (FBA, SAML claims, Extranets) • Global Clients with PHI, PII, Safe Harbor, Intellectual Property , EU Pushback, NSA Concerns in recent news Frequently Asked Questions of EPC Group • Terms of Service • Common user interface and navigation • Site directory and Office 365 and/or SharePoint 2013 ’s new Layout • Common header and footer content (standardize and creation of governed branding guide) • Structured provisioning with workflow • Site Mapping | Mapping the Owner to Content • BYOD \ "Bring Your Own Device" Strategies (Mobility) • Custom Branding | Responsive Design in Office 365 \ SharePoint 2013 • Site Backup and Restore (DR) and Archival EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs. Additional "From the Consulting Trenches" strategies and methodologies are covered in EPC Group's new book, " SharePoint 2013 Field Guide: Advice from the Consulting Trenches" covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of " Hybrid IT
Business Intelligence Considerations in SharePoint 2013 Business Intelligence (BI) capabilities in SharePoint 2013 are vast and in many cases are achieved with a combination of SharePoint and Microsoft Office or SharePoint and SQL Server’s capabilities. I have worked with a variety of organizations in presenting SharePoint 2013’s BI capabilities and have found that it is best done by showing examples rather than speaking in abstract so I have included a larger number of screen shots in this section with brief summaries as I believe this is the best way to get a complete grasp of SharePoint 2013 and BI. The following image details SharePoint’s different tiers of BI which include SharePoint, Office and in many cases Excel, as well as SQL Server: Business Intelligence Center SharePoint 2013 provides a Business Intelligence Center site that enables your organization to centrally store and manage data connections, reports, scorecards, dashboards, and Web Part pages as shown below: Microsoft Excel 2013 Excel has more capabilities and more relevance in BI and SharePoint than any other Microsoft Office program
These elements are requiring organization’s to implement new strategies and related policies that, in some cases, have long been debated but never officially mandated by I.T or senior management
A SharePoint 2013 \ Office 365 hybrid deployment provides an organization to implement robust business intelligence (BI) initiatives as the “private’ side of the hybrid cloud will more than likely already exist on the company’s network in their Active Directory forest which will allow BI initiatives to securely access other line-of-business systems within the organization
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Security Governance Best Practices for SharePoint 2013 & Office 365 | SharePoint Online EPC Group understands that security has never been a hotter topic in IT, but in most cases, even though it is being discussed by members of the organization and dominates a good deal of technology news coverage, it is still often not properly addressed in many SharePoint deployments. In many SharePoint deployments, the organization’s Active Directory (AD) deployment may have a good deal of duplication, custom groups, or old and expired information that have been created and stored over many years
SharePoint Training Session(S) Before any go-live of a new SharePoint 2010 platform or future SharePoint release, you first have to ensure successful training as well as identification of Power Users \ Super Users. EPC Group likes to hold training and train-the-trainer session with our clients
The following is a SharePoint 2010 Web Standards and Usability Quick Reference Guide following EPC Group’s best practices for SharePoint GUI development (master page) and configuration best practices
I speak with business leaders and CIOs\IT Directors on a regular basis during my day-to-day activities at EPC Group and one question I continue to hear from many organizations is, “what is your opinion on how we could successful roll out SharePoint 2010 My Sites to our organization and how many other similar companies like ours are rolling it out”?
1 Comment - The public view in my case, would be every one who as access to the intranet and would cover the interests etc
This is a high-level EPC Group process we put in place for our clients but in follow-up articles I will take this to a much granular level
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