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COURSE 9505 | 2-DAY SESSION | 14 PDUs
Mastering Effective SharePoint Governance
Course Outline



I. Understanding Governance
A. What is Governance?
B. Governance Best Practices
C. Creating a Governance Team

II. Creating a Governance Road Map
A. Define Your Vision and Objectives
B. Identify Your Technical Requirements
C. Identify Your Business Requirements
D. Understanding Your Audience
E. Identify Risks and Concerns

III. Understanding SharePoint Versions and Their Unique Features
A. Windows SharePoint Services
    – What’s Included
    – Limitations
B. SharePoint Server 2007 Standard
    – Differences from WSS
    – Limitations
C. SharePoint Server 2007 Enterprise

IV. Defining an Information Architecture
A. Site and Structure Hierarchies
    – Top Sites
    – Site Collections
    – Subsites
B. Security and Permissions Structure
    – Understanding SharePoint Security
    – Inherited and Unique Permissions
    – Customizing User Roles
C. SharePoint Navigation
    – Top Link Bar
    – Quick Launch Bar
    – Breadcrumb Navigation
    – Customizing Navigation
D. SharePoint Elements
    – Lists
    – Document Libraries

V. The Deployment Life Cycle
A. Phase I: Design and Testing
    – Gathering Requirements
    – Mapping Requirements to Design Features
    – SharePoint Dependencies
    – Testing Your Design Decisions
B. Phase II: Deployment & Testing
    – Single Server or Server Farm
    – SQL Server Installation
    – Creating Security Accounts
C. Phase III: Operations
    – Monitoring SharePoint
    – Expanding Your Farm
    – Analyzing Search Reports

VI. Define Policies and Procedures
A. Identifying an Administration Team
B. SharePoint Customization Policies
    – Customization Options
    – The Dangers of SharePoint Designer
    – Limiting Customization Access
C. Storage Limits (Quotas)
    – What are Quotas
    – Limitations of Quotas
D. Standardizing Site Definitions and Templates
    – Understanding Site Definitions
    – Understanding Site Templates
    – Which One to Use
    – Creating Templates
E. Standardizing Library and List Templates
    – Understanding List and Library Templates
    – What’s Included in a Template
    – Creating Templates
F. Defining a Site Management Procedure
    – Establishing a Service Level Agreement
G. Maintaining Security
    – Customizing User Roles
    – Creating SharePoint Security Groups
    – Breaking Permissions
    – Inheriting User Security
H. Defining Procedures for New Site Creation
    – Establishing a Policy
    – Delegating Site Creation Permissions
I. Establishing a Communications Plan
    – Communicating with Users via Email
    – Using SharePoint Methods for Communications

VII. SharePoint Best Practices
A. SharePoint Lists
    – List Security
    – Customizing Views
    – Saving Your Lists as Reusable Templates
B. SharePoint Libraries
    – Library Security
    – The Explorer View
    – Customizing Views
    – Saving Your Libraries as Reusable Templates
C. Site Template Customization
    – Customizing with SharePoint Designer
    – Saving Your Sites as Reusable Templates
    – Limiting Which Templates are Available
D. Workflows and Process Automation
    – Manual or Automated Workflow
    – Designing Workflows
    – Using SharePoint’s Built-In Workflows
    – Customizing Workflows with SharePoint Designer
E. Excel Web Services
    – When Should You Use Excel Services
    – Securing Excel Web Services
F. Form Services
    – Why Use Form Services
    – Managing Form Services

VIII. SharePoint’s Office System Integration
A. Why Use Office Integration
B. Office Integration Features
    – Microsoft Outlook
    – Microsoft Word
    – Microsoft Excel
    – Microsoft Access
    – Microsoft PowerPoint
    – Microsoft InfoPath
    – Microsoft Project
    – Microsoft Groove
C. Office System Customization
    – Publishing SharePoint URLs to Clients
    – Customizing Document information Panels

IX. SharePoint’s Enterprise Search
A. Understanding and Configuring Search Sources
B. Understanding and Configuring Search Scopes
C. Optimizing Search Results
D. Configuring Search Services
D. Customizing Your Search Center

X. Governance Plan Integration
A. Projecting and presenting a full scope plan
B. Achieving “buy in” from Management
C. Classroom discussion and wrap up

Hands-On Labs

Lab I.
    – Creating a Governance Team Site on SharePoint
    – Create Team Site for Your Governance Team
    – Assign Permissions to Your Governance Site
    – Create Required SharePoint Lists and Libraries
    – Enable Collaborative features for Your Team
    – Customize Your Governance Team Site
    – Communicate with Your Team

Lab II.
    – Using Planning Worksheets
    – Case Study Review

Lab III.
    – Discuss Your Case Study
    – Evaluate and Design a Site Structure
    – Evaluate and Design a Security Structure
    – Plan and Test Navigational Elements
    – Review Hardware Requirements
    – Review Installation Procedure
    – Review Post-Installation Configuration Steps

Lab IV.
    – Locking Out SharePoint Designer
    – Applying Storage Quotas
    – Creating Site Definitions and Templates
    – Creating List and Library Templates
    – Working with Security
    – Creating Site Collections
    – Creating Sites

Lab V.
    – Working with List and Library Templates
    – Working with SharePoint Site Templates
    – Configuring Template Availability
    – Configuring Workflows
    – Customizing Application Integration
    – Configuring & Securing Excel Web Services
    – Configuring & Securing Form Services

Lab VI .
    – Configure SharePoint Search
    – Analyze Search Reports
    – Customize Search Sources
    – Customize Search Scopes
    – Customize the SharePoint Search Center