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Originally shared during my 3rd session at SPTechCon San Francisco 2014. This session walks through the differences of governance and administration between SharePoint on prem, cloud, and hybrid environments.
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Tactical Governance Planning for a Hybrid EnvironmentCHRISTIAN BUCKLEY @METALOGIX
Christian BuckleyChief Evangelist & SharePoint MVP
Metalogix
www.buckleyplanet.com
@buckleyplanet
Our Continuing Mission:Improve the use and performance of Enterprise Content topower knowledge sharing and collaboration.
14,000+ customer license shipped
Fastest and Largest growing ISV.
Complete & Best-of-Breed SharePoint Infrastructure Management Suite
We are committed to your Success with SharePoint
Best of Breed Content Infrastructure Management Suite
• Provide single source delivery of complete suite of best-in-class SharePoint technology
• Now offering the industry’s premier SharePoint governance, backup and monitoring.
• Deliver world-class live 24x7 support to our customers
• Over 14,000 customers in 86 countries on 7 continents
• The fastest growing SharePoint-focused Independent Software Vendor (ISV) in the world
Single Source to Deploy, Operate, and Protect SharePoint
Tactical Governance Planning for a Hybrid Environment
What I’ll cover today:
• Governance definitions• Microsoft’s move into the cloud and
how it impacts your world• Various flavors of hybrid SharePoint
and their governance concerns• How to jumpstart your planning
What does governance look like
inside of your organization?
Draft Outline of presentation
Governance is about taking action to help your team organize, optimize, and manage your systems and resources.
What is driving SharePoint into the cloud?
43%$6.1 billion48%$9 billion
Total spend 2012
Estimated growth of enterprise spending on cloud in 2013
Spend estimated in 2013
Growth of enterprise spending on cloud in 2012
According to Gartner
The balance of Cloud and On Prem
Building Trust
Moving to the Cloud on your terms
Organizing for the Cloud
What is driving cloud adoption?
Data anytime, anywhere.
It’s all about self-service.
Bring your own device.
Everything is social.
Built for the business user, not IT.
A professionally managed data center with 24x7 support and advanced network security and intrusion detection.
No need to worry about network and server hardware and software.
Rapid provisioning with little or no upfront costs for hardware and software.
Identity management for external users, multiple security options.
On-demand scale-out to meet variable capacity demands.
Advantages of the Cloud
Microsoft in the Cloud
Office 365 and SharePoint Online
Microsoft’s solution for Cloud based collaboration
Includes SharePoint, Yammer, Exchange, Lync, Office Suite, etc.
Businesses collaborate from virtually anywhere
World-class hosting and reliability
Avoid overhead in managing your own infrastructure
Is there risk in moving my data to the
cloud?
According to a 2013 Forbes survey:
of workers used an unsanctioned cloud service for document storage in the last 6 months41%
87%$1.8
of these workers knew their company had policies forbidding such practices
(billion) estimated annual cost to remedy the data loss
New Mobile Survey Reveals 41% of Employees Are Deliberately Leaking Confidential Data http://onforb.es/18h92Nv
• The cloud decision is intrinsically tied to end user adoption and, ultimately, business alignment
What are the differences between SaaS, PaaS, and Iaas?
Alternatives for control, cost, & capability
Infrastructure as a Service (IaaS)
(network architects)
Software as a Service (SaaS)(end users)
Platform as a Service (PaaS)(app developers and designers)
Standardized (packaged) platform Provided with Service Level Agreements
(SLAs) Minimal customization Both software and hardware infrastructure
provided within the service
Software as a Service
Architectural and development access to application services, storage, and application runtime
Infrastructure Service Level Agreements (SLAs), but work must be conducted within agreed framework
Some customizations allowed, within framework
Both software and hardware infrastructure provided within the service
Platform as a Service
Virtualized hardware and software, including servers, storage, and network infrastructure
All components delivered as metered services (pay per use)
Complete application control and customization
Infrastructure as a Service
What is the difference between public and private cloud?
Infrastructure maintained solely for customer
On premises or off
Managed by the customer, or by a 3rd party hoster
Private Cloud Hybrid Cloud
Multiple infrastructure options
Components both on premises and off premises
Management spread between customer and 3rd party hosters
Infrastructure shared by multiple customers
Off premises
Managed by 3rd party on behalf of customers
Public Cloud
http://social.technet.microsoft.com/wiki/contents/articles/4633.what-is-infrastructure-as-a-service.aspx
Build
Buy
In HouseOut Source
Partner Hosted Private Cloud
• Dedicated environment
• Externally hosted
• Externally or internally managed
• Internally designed
Self Hosted Private Cloud
• Dedicated environment
• Internally hosted
• Internally managed
• Internally designed
Shared or Dedicated Public
Cloud• Shared or dedicated
environment
• Externally hosted
• Externally managed
• Externally designed
Dedicated Public Cloud
• Partially or fully dedicated
• Externally hosted
• Externally or internally managed
• Minimal customization
Traditional on prem
How you manage each component may be different
http://social.technet.microsoft.com/wiki/contents/articles/4633.what-is-infrastructure-as-a-service.aspx
Infrastructure
Platform
Software
Service DeliveryFinancial
Management
DemandManagemen
t
Business Relationship Manageme
nt
Service Catalog
Management
Service Lifecycle
Management
Service Level
Management
Continuity &
AvailabilityManageme
nt
CapacityManagemen
t
Information Security
Management
Op
era
tion
s
Man
ag
em
en
t
SharePoint has become a place to
surface information
What about my existing investment in SharePoint?
Most SharePoint deployments have included customizations to meet critical business needs User Management & Administration
Security and Compliance
Auditing, Reporting, Alerting
User Adoption, Records
Branding, etc…
Consider the business problems you’ve already invested in solving
Technical Governance Means…
Logins work Data is secure System performs well Metadata applied End users can quickly find their content Storage is optimized Content lifecycles in place, regularly reviewed Legal and regulatory requirements being met
Corporate
IT SharePoint
Content
Strategies
Priorities
Budgets
Customers
Facilities
Hardware
Software
Assurance
Test
Support
Ownership
Permissions
Roles
Storage
Architecture
Retention
Auditing
Reporting
Permissions
Ownership
Requirements
Retention
Search
Decommission
• Perform regular security checks across your farm, down to the document level
• Proactively review, delete, and reassign user permissions as needed
• Clean up users who are no longer in Active Directory but are in SharePoint
• Review SharePoint groups• Have a process to backup and restore
permissions• Document site permissions (roles) so that
its easier to duplicate for new employees
Managing your SharePoint Permissions
• Monitor and track the growth of sites for better
planning, especially with migrations• Analyze web part usage to determine
which sites are using which web parts• Understand and manage SharePoint features• Ensure consistent branding and behavior:
site themes, quotas, regional settings
Administrating your Content & Storage
• Analyze activity down to the site, page, document level
• Identify who is accessing which documents, including
details on that activity (i.e. checking in a document, editing a document, or just viewing a document’s properties)
• Isolate sites that are no longer needed and delete them
• Compare activity from the past to help anticipate the future
• Find sites with the most or least activity
Tracking your Usage and Activity trends
• Proactively manage architecture of your site collections, sites, lists, libraries, folders and items within your farm or across farms
• Have a plan for moving content and structure from test environment to production environment
• Understand impacts due to architectural changes or business changes
Maintaining strong Change Management
What are some of the common cloud scenarios for SharePoint?
You can deploy SharePoint 2013 solutions on physical and virtual infrastructures, which include the following environments:• On-premises, physical or virtual• Private cloud (in-house)• Private cloud (hosted)• Public cloud
Rapid provisioning of new workloads on Office 365 while maintaining existing on-premises workloads
Organizations wishing to migrate workloads from an existing on-premises environment to the cloud over time in a phased approach
Organizations wanting to supplement their cloud environment with additional features or customizations which are currently only possible on-premises
Compliance or data sovereignty reasons which might stipulate certain data be hosted in a particular location
Common Scenarios
Hybrid SharePoint Environments with Office 365, Microsoft
Common solutions for the Cloud
On Premises Cloud
Common solutions for the Cloud
On Premises Cloud
Common solutions for the Cloud
On Premises Cloud
Common solutions for the Cloud
On Premises Cloud
AD
Azure AD
SP2013 and SPO Hybrid Considerations• Size and geographical distribution of an organization can affect cloud
adoption.
• Regulatory compliance and governance requirements can limit cloud options.
• External collaboration may require on prem farms.
• Service-level agreements (SLAs) may limit cloud options.
• It is important to under the ROI of any proposed solution (and the cost of change).
• Hybrid may be more of a transitional environment from on prem to the cloud.
• Enables customers to use preferred features from SharePoint 2013 on prem and SharePoint Online.
http://www.sharepointnutsandbolts.com/2014/02/office-365-sharepoint-hybrid-what-you-do-and-do-not-get.html
Factors in your cloud planning
Location / facilitiesSoftware licenses and supportHardware and maintenanceOnsite support, personnel skillsLevel of customizationGovernance, auditing, security, complianceDisaster Recovery and Business Continuity Upgrades and migration
As SharePoint and Office 365 mature, they will be broken into their core services.
Through OTB tools, APIs and 3rd party vendor solutions, organizations will be able to consume via a truly IaaS model.
Eventually, we will design solutions using only those components needed to meet business requirements, many of them accessed via the app model or other customized solutions.
Requires firm understanding of your requirements and your current, and future, employee skillsets.
The Future of SP Services
Yammer integration Federated search results Federated dashboards Analytics and BI Workflows (RESTful web services) BCS – OData connections to services Dynamics CRM
Other Hybrid Scenarios
The future of SharePoint…
Business Need Service
GOVERNANCE
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.
Take a strategic view
Understand your changing requirementsUnderstand which workloads can be moved now, and which will require more platform and cloud infrastructure maturityUnderstand and mitigate governance risks
Identify requirements
Map requirements to SharePoint functionality
Make the difficult decisions
Ongoing operations management
Business Need Service
What is required? What can be automated? Who manages each site, site collection, and farm? Do the standards change across them? What roles and permissions are in place? How transparent does it need to be? What is our ongoing change management and
review model?
Ask yourself:
Make governance a priority
Look at your systems holistically (a business view), regardless of where the servers sit
Clarify and document your permissions, information architecture, templates, content types, taxonomy -- and ownership of each
First define what policies, procedures, and metrics are needed to manage your environment, and then look at what is possible across your various tools and platforms
Best Practices
• Governance and Administration for Hybrid Deployments (Chris Beckett) http://bit.ly/1kQMd9y
• Office 365 SharePoint hybrid – what you DO and DO NOT get (Chris O’Brien) http://bit.ly/1i5cv8M
• Office 365 and Hybrid Solutions (Scott Hoag and Dan Usher) http://slidesha.re/1r6oIeP
• SharePoint On-Premises Or In The Cloud? Why not both? (John Ross) http://bit.ly/1pl2UOY
• Hybrid for SharePoint Server 2013 (TechNet) http://bit.ly/1js8uYF
• What is Infrastructure as a Service? (TechNet) http://bit.ly/1i5dcip
• Understand and evaluate hosting options for SharePoint farms (TechNet) http://bit.ly/1njiLM1
• New Mobile Survey Reveals 41% of Employees Are Deliberately Leaking Confidential Data (Mark Fidelman) http://onforb.es/18h92Nv
• AIIM Trendscape: Content and the Cloud (AIIM.org) http://bit.ly/1f26hFm
• Is the NSA Leak Really Impacting Cloud Adoption? (Christian Buckley) http://bit.ly/1bxabDQ
Resources
Thank you!
www.buckleyplanet.com
@buckleyplanet
Link to my free SharePoint Governance Best Practices ebook: http://bit.ly/1fe3cO0
