Presented 20 March 2012 AUSPC

1. Control the Chaos – Quest Governance
Solutions
Chris McNulty
@cmcnulty2000

2. Quest Market Presence
Americas
60 Offices, 3 HQs EMEA
APJa
Sales/Mrkg
3600+ Employees R&D
Support
178 Countries
100,000+ Customers All Verticals
Global 200
SMB
Multiple Business Lines Database, Monitoring, Data
Protection, User
Workspace/Virtualization,
Windows (SharePoint, AD,
Messaging), Identity Mgmt
@cmcnulty2000

3. Chris McNulty
• SharePoint Strategic Product
Manager at Quest Software
• 10+ years with SharePoint
• 20 years consulting (led KMA
SharePoint practice) and financial
services technology (Santander, John
Hancock/Manulife, GMO, State Street)
• MBA in Inv Mgmt from Boston College
• Write and speak often on Microsoft
IW technologies (blogs & books)
• MCSE MCTS MSA MVTSP MCC
• Hiking, cooking, playing guitar, colonial
history, photography
• My family: Hayley, three kids (17, 8, 5)
and my dog Stan
@cmcnulty2000

4. @cmcnulty2000

5. Agenda
• Governance Concepts
• Quest Products
• SharePoint…what it’s not
@cmcnulty2000

6. Presentation Governance
• Out Of Scope
– Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)
– Development
– Customization
– Power User (e.g. Library Customization, Designer Workflows, etc.)
• Rules
– Move fast, PowerPoint is shared – http://[TBD] ****
– Questions – time permitting during session
– Any time after session – email etc. - @cmcnulty2000
@cmcnulty2000

7. Governance Today
• Hot buzzword of 2012
• Poorly understood
• Contending, competing
definitions
@cmcnulty2000

8. The Definition (Microsoft TechNet)
• “Governance is the set of
policies, roles,
responsibilities, and
processes that guide,
direct, and control how an
organization's business
divisions and IT teams
cooperate to achieve
business goals.”
@cmcnulty2000

9. Why govern SharePoint? Ask Twitter…
• Can we come up with another word? Does the business even
know what it really means? Can we talk their language & get
results?
• [Governance is] essential because SharePoint is an overly
complex platform whose stability is easily compromised by
"d"evelopers.
• What are you, an anarchist?
@cmcnulty2000

10. Governance guides operations and adoption
@cmcnulty2000

11. The case for control…
• Cryptzone 2012 Survey
• 1 of every three admins read secure documents:
– 34% personal information on co-workers
– 23% salary information
• 45% copy information out of SharePoint
• 55% copy information for users who weren't authorized
Source: http://www.theregister.co.uk/2012/01/23/sharepoint_leaky_security/
@cmcnulty2000

12. Customer stories
• “Our people are asking for social media and collaboration. We’re
trying to figure out how to keep that from spiraling out of
control. We are a small IT shop, and so we have to balance the
business value of SharePoint capabilities with our ability to
support those capabilities.” (Energy producer)
• “Governance is a two-sided coin. A lot of people get annoyed
with it, but without governance, SharePoint gets expensive and
difficult to manage.” (Global energy company)
• Research shows lack of governance slows adoption
• Quest research shows governance and adoption weakens
outside traditional SharePoint workloads
@cmcnulty2000

13. Where to govern?
Portal
Lighter governance
Dep't Sites
Higher Visibility
Project/Team Sites
Personal / My Sites
@cmcnulty2000

14. How much governance?
@cmcnulty2000

15. Governance Challenge
• Micromanaged • Chaotic
• Abandoned • Unreported
@cmcnulty2000

16. @cmcnulty2000

17. A tale of Two SharePoints
• OneCo • TwoCo
– Global steering committees – Mandatory requirements for
– Business sponsors engaged required training and certifications
– Simple training for site owners before site creation requests would
– Predictable service levels and SLAs be processed
for uptime, recovery and incidents – SLAs for how many months lead
– Self-service for new site requests time were required for site creation
– Cost chargeback model to encourage – Strict policies about what was
migration and customization forbidden in team sites (e.g.
– Documented change control versioning, blogs, wikis)
procedures
– Alignment with enterprise help desk
and problem management
@cmcnulty2000

18. Shopping mall governance
• Rules are posted and enforced by on premises staff.
• Hours of operation are clearly posted.
• Unsold merchandise is stored safely and securely in places
where visitors lack access. Stores are able to generate
reports on daily sales and credit transactions as needed.
• Heat, light, plumbing and sanitation utilities are almost
continuously available. Central customer service desks
and frequent maps provide guidance to shoppers, as do
staff on sales floors.
• New hires are given training by the mall and their stores.
• The design and location of the mall makes it as simple as
possible to arrive, park, browse and find products and
services for purchase. This happens with little explicit
guidance – it runs by social conventions, signage and
learned behaviors.
@cmcnulty2000

19. Malls and SharePoint
Pillar Mall Example SharePoint example
Security Unsold goods are locked up User are kept out of
overnight. privileged sites without
authorization
Auditing Secure credit card Reports on content changes
transaction histories by a particular user
Reliability Open 10am-10pm 364 days Highly available (>99.9%
a year! availability)
Supportability Frequent “You are Here” Consistent global links to
Signs on publicly posted mall video how-to library
maps
Usability You can find the perfect You can find the perfect
sweater PowerPoint doc
@cmcnulty2000

20. Five Pillars Of SharePoint Governance
Governance
Security Auditing Reliability Usability Supportability
Clear and what to do and
Documentation
consistent Systems how to do it to Uncomplicated
of systems
system security, performance enable user support help
configuration
permissions and and availability satisfaction and and guidelines
and usage
authorizations adoption
@cmcnulty2000

21. Getting there…
@cmcnulty2000

22. Governance Program
Establish
stakeholders
Evaluate success Gather
for next steps requirements
Develop
Measure results governance
framework
Implement
governed
operations
Evolve through progress, not perfection!
@cmcnulty2000

23. Elements of a Governance Program
• People (Roles and Responsibilities)
• Purpose (Business Goals)
• Policies and Procedures
• Products (Quest, Microsoft, others)
• Partners (Governance expertise)
@cmcnulty2000

24. The recipe…
• 10% Technology toolset
– SharePoint + Quest + Outlook +
others
• 30% Technical expertise
– IT
• 50% Business expertise
– Business
• 10% Process implementation
skills
– SI partners
• Mix for 3-24 months…
• Governance program!
@cmcnulty2000

25. IT Manager
Cut through the SharePoint chaos, control costs and simplify the enforcement
of your governance strategy with Quest solutions for SharePoint
SharePoint Administrator
Reclaim your workday and declare your right to focused, simple and fast
SharePoint administrative solutions
SharePoint Developer
Stand up for your right to customize SharePoint without code and easily
deploy custom applications across your environment
@cmcnulty2000

26. Quest Solutions for the IT Manager
Governance
Budget
Permissions Management
Customization
Recovery
Migration/Consolidation
@cmcnulty2000

27. Quest Solutions for the SharePoint
Administrator
User Experience
Reduce Costs
Recovery
Migration/Consolidation
Permissions Management
Service Level Agreements
@cmcnulty2000

28. Quest Solutions for the SharePoint Developer
Customization
Apps/Tools
Coding
Automation
Implementation
User Experience
@cmcnulty2000

29. Manage
30
©2011 Quest Software, Inc. All rights reserved..

30. • Site Administrator for SharePoint
– Discover and understand the extent of SharePoint
in your environment
– Establish security policies by managing all access
and permissions to business-critical information
– Ensure compliance by reporting on activities occurring
across the entire environment
– Analyze metrics, trends and user activity through
usage reporting
– Grant line of business owners access to SharePoint
reports on the content they own
– Optimize IT’s time by issuing global policy
configurations to all servers and sites
@cmcnulty2000

31. • Server Administrator for SharePoint
– Analyze server configurations, settings
and customizations
• Including : hardware, software (Windows server, SQL server,
IIS, .Net), services, features, 12-hive
– Compare servers, farms, sites, etc. with each other or
against best practice rules
• Create your own rules using PowerShell
– Identifies existing and potential problems with
• Scalability
• Availability
• Manageability
• Security
• Performance
• Upgrades
@cmcnulty2000

32. • Recovery Manager for SharePoint
– Recover a single SharePoint object or an entire farm
– Leverage backups you already have from
SQL databases, native SharePoint and several
leading vendors
– Restore all information including alerts,
permissions, workflow state and associations,
metadata, custom views and Web Part links
– Search, locate and preview any item from across
multiple database backups before restoring
– Restore items to any location in or outside SharePoint
– Delegate search and restore capabilities through a
web-based console for help desk staff
@cmcnulty2000

33. • Storage Maximizer for SharePoint
• Set rules to automatically move content to selected
repositories based on content criteria
• Offload content to various repositories within a single install
• Compress and encrypt your data in external repositories
• Set the scope for externalizing documents from a Site
Collection to a document library
• Maintain SharePoint search capabilities to find the data you
need
• Recover your deleted or lost external content
• Bring your externalized content back into SharePoint easily
@cmcnulty2000

34. Migrate
36
©2011 Quest Software, Inc. All rights reserved..

35. Migration Suite for SharePoint
• Migrate and consolidate SharePoint, Windows files,
Exchange Public Folders and Outlook content to
SharePoint including SharePoint on-premise and
SharePoint Online with a single tool
• Retain, reassign and add metadata to items and
documents as they are migrated
• Perform flexible migrations without restrictions, impact and
downtime to production systems and users
• Facilitate project management with real-time progress
reporting
• Synchronize post migration changes
• Migrate from:
• SharePoint 2003/2007/2010 (on premise or hosted)
• BPOS (S/D) – Office 365
• Windows File Systems
• Exchange Public Folders 2007/2010
• Outlook 2007/2010 PSTs
@cmcnulty2000

36. Notes Migrator for SharePoint
• Migrate Notes, QuickPlace/QuickR and Domino.Doc
to SharePoint and SharePoint Online (Office 365) without
data loss
• Inventory and assess applications for complexity
and need
• Migrate Notes applications to the SharePoint or Microsoft
Office target of your choice
• Classify databases, consolidate applications with
similar designs, and automate hundreds of individual
migration jobs
• Maintain document link functionality throughout
the migration
• Provision new SharePoint sites automatically
• Reduce cost and burden of migrating complex applications
@cmcnulty2000

37. Customize
39
©2011 Quest Software, Inc. All rights reserved..

38. • Customize
• Rapid Application Development and Customization
• Deploy applications quickly
• Increase user adoption of SharePoint
• Avoid the need for costly custom development
• Automate change management
@cmcnulty2000

39. • Web Parts for SharePoint
– “Development” is simple
• Drag the web part onto a page
• Configure using built-in editors
– Does not require depth of knowledge or development
expertise
– Easily repeatable on multiple sites
– Integrates with outside data sources
– Significantly reduces development time
– Ideal for Notes application migrations
@cmcnulty2000

40. • Deployment Manager for SharePoint
– Automates the deployment of changes between SharePoint
environments
• Easily moves objects from
development to testing to production
• Focuses on changes to applications,
web parts, workflows
and themes
– Ensures the reliability of your SharePoint environment
• Automates operations
• Reduces implementation times
– Reduces the burden of change management
on your staff
• Eliminates the risks of manual change
deployment
• Expedites resolutions during
troubleshooting
@cmcnulty2000

41. Conclusions
SharePoint is not…
@cmcnulty2000

42. Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Business Connectivity Services Standards Support
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Sites
Tagging, Tag Cloud, Ratings
Visual Studio
Social Bookmarking
API Enhancements
REST/ATOM/RSS
Composites Communities Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
PerformancePoint Services
Insights Content
Excel Services
Chart Web Part
Visio Services
Web Analytics Enterprise Content Types
Search Metadata and Navigation
SQL Server Integration
PowerPivot Document Sets
Multi-stage Disposition
Social Relevance Audio and Video Content Types
Phonetic Search Remote Blob Storage
Navigation List Enhancements
FAST Integration
Enhanced Pipeline

43. SharePoint Information Architecture (http://intranet)
@cmcnulty2000

44. It’s a server farm – platform!
• WFE
• App Servers
• Search Servers
• SQL Servers
@cmcnulty2000

45. Everyone’s favorite metaphor
@cmcnulty2000

46. The lighthouse
• Visual
• Radio
• Sea
• Air
• Sound
@cmcnulty2000

47. @cmcnulty2000

48. @cmcnulty2000

49. • Questions
• Contact Me
• Prizes
@cmcnulty2000

51. Thank you…
– Contact
• Email chris.mcnulty@quest.com
• Blog http://www.chrismcnulty.net/blog
– Also
http://www.sharepointforall.com
• Twitter: @cmcnulty2000
• LinkedIn:http://www.linkedin.com/in/cmc
nulty
– Upcoming:
• April 2012 – SharePoint Saturday Twin
Cities; The Experts Conference San Diego
• May 2012 – New England SPUG
• June 2012 – New Hampshire SPUG
• July 2012 – SharePoint Saturday NYC
@cmcnulty2000

52. Gold Sponsors
Silver Sponsors
Bronze Sponsors Media Sponsors
@cmcnulty2000

53. ©2012 Quest Software, Inc. All rights reserved..