This is the 3 nd in a 3 part “SharePoint Decision Guide – A Best Practices Roadmap and Organizational Strategy” white paper developed by EPC Group to provide you with key information and in-depth analysis that will assist your organization in developing a best practices 24-36 month SharePoint \ Office 365 Roadmap and related implementation strategy
Introduction This 3 part "SharePoint Decision Guide – A Best Practices Roadmap and Organizational Strategy" white paper provides you with key information and in-depth analysis that will assist your organization in developing a best practices 24-36 month SharePoint Roadmap and related implementation strategy
Development Tools and Related Strategies for Public, Private, and Hybrid Environments There have been many improvements as well as options added to Visual Studio 2013 to address the new technology releases of SharePoint 2013 , Office 365 , SharePoint Online , and Microsoft Azure . EPC Group highly recommends that your organization’s developers have both on-premises and cloud development environment tools available so that they can become familiar with them, and also ensure that compatibility of a future architecture, as shown in the image below, is taken into consideration
A SharePoint 2010 Enterprise initiative must be approached in a manner to ensure it is implemented with a “Platform Strategy” and “SharePoint as a Service” in mind
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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
Part 2 - “SharePoint Decision Guide – A Best Practices Roadmap and Organizational Strategy” This is the 2 nd of a 3 part “SharePoint Decision Guide – A Best Practices Roadmap and Organizational Strategy” white paper was developed by EPC Group to provide you with key information and in-depth analysis that will assist your organization in developing a best practices 24-36 month SharePoint Roadmap and related implementation strategy
1 Comment - In a recent project I have been surprised how difficult it is to get the business to appreciate upfront investigation and understanding of existing KIM and address the need for a robust IA strategy. Perhaps you will comment more on this aspect
Business Intelligence “From the Consulting Trenches” I will continue to post EPC Group's insights around business intelligence (BI) in the weeks to come to touch on the real-world “from the consulting trenches” approach that EPC Group has successfully implemented for hundreds of organizations throughout North America. 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
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. Implementing a best practices SharePoint security strategy requires in-depth planning and knowledge of the overall information architecture (IA) design as well as an understanding and awareness of the capabilities available
Adding Users to Default SharePoint Group d. Creating a Permission Level e. Creating a Custom SharePoint Group f. Editing a Group’s Permission Level g. Removing a User from a Group h. Assigning a User Individual Rights i
There are risks and other possible issues your organization may face by not having a records management and\or enterprise content management strategy in place such as encoring added audit or related court fines or higher out-of-court settlements. It is key for the entire project team to understand Microsoft SharePoint’s permissions and how they are applied to ensure you understand the granular aspects of the underlying platform, Determine Your Organization’s File Plan Many organizations differ on terminology around records management strategies or what the overall file plan will look like once deployed
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