GOVERNANCE, AUDITING AND USER MANAGEMENT … · GOVERNANCE, AUDITING AND USER MANAGEMENT – THE POWER OF WINSHUTTLE CENTRAL AND SHAREPOINT Kendahl Horvath ... Two ways to win ...

GOVERNANCE, AUDITING AND USER MANAGEMENT – THE

POWER OF WINSHUTTLE CENTRAL AND SHAREPOINT

Kendahl Horvath | Winshuttle

Winshuttle User Group | San Diego 2013

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Got Questions? Tweet your questions to @Winshuttle or use #WUG2013


Conference Information

Mobile App –

Winshuttle User Group

#WUG2013 - Twitter

Wireless -

SSID: Winshuttle PASSWORD:wug2013


Agenda

Wrap Up

Best Practices

Winshuttle Central Administration

How do Central and SharePoint interact?

What is Central?


Audience

Target Audience: Business Analysts

Beginners

End Users

Managers

Not Intended for: Advanced Users

System Administrators

Help/IT analysts

Note - Not a cookbook class, no advanced topics will be covered.


What is Central?

SharePoint based solution used to manage, maintain, report and govern

Winshuttle Applications, Users and Content.


Winshuttle Central Architecture


Winshuttle Product Architecture


How is Central Deployed & Created?

Central is deployed via a standard Microsoft Installer (.exe)

Central installer runs a Solutions (.wsp) deployment to the SharePoint Farm

Performs an IISReset

Deploys a small database (eShuttleDB) to a SQL server/instance


WINSHUTTLE SITE CREATION DEMO


Sample Deployment


What SharePoint features are being leveraged?

Web Parts • Central utilizes several

custom Web Parts

Workflows • Central has 3 Workflows

• Developer defined or Set

at admin level

Timer

Jobs

• Central has 2 Timer Jobs.

• Scheduling a data

posting at a given time

• Syncing log files from

SERVER to Central.

CENTRAL


Central Web Parts

Transaction Scripts

My Tasks

My Data Files


What is a Workflow?

Workflow is sometimes described as a series of tasks that produce an outcome. In the context of SharePoint, workflow is defined more narrowly as the automated movement of documents or items through a sequence of actions or tasks that are related to a business process.

Below are common workflow actions:

View the list of workflows that are available for a document or item

Start a workflow on a document or item

View, edit, or reassign a workflow task

Complete a workflow task.


Central Workflows

No Data Review

• Script Approval Only

Review and Post: One Step

• Data Review with Reviewer Posting

Review and Post: Separately

• Data Review with Runner Posting

Deve

lop

er

Defined


Workflow Architectural Diagram


Script Approval – SUBMISSION

1 - Submit

2 - Describe

3 - Process


Script Approval – TASKS

My Actions

Transaction Task

List

CENTRAL

Task List


Script Approval – ASSIGNMENT

Choose data approval

process

Select Reviewer


Script Approval – APPROVAL


Break Time

Grab some coffee, use the restroom or

hangout but be back in 5!


Central Administration - Overview

SharePoint Central Site Administration

Administration

- Site

- Audits &

Reports

- TRANSACTION

- QUERY

- SERVER


Central Administration - Site Management

Capture & Manage SAP Credentials

License Management

Site Directory


Central Administration - Auditing

ROI Chart Example

Audits & Reports

Directory

You can generate an activity log on the

system for specific times, dates, users, and

servers. After you have generated the log,

you can export it to Excel.


Central Administration - Application Management

Application Management Directory

Application

Servers

Query

Preferences

Policies


User Management

Central People and Groups

SharePoint Specific

Groups

Central Members

Central Owners

Central Visitors


CENTRAL SITE DEMO


Best Practices

Documentation & Governance

Site Structure

Proper Naming

Conventions Script Interaction

Testing

Site Storage


Script Naming Conventions

Biz. Unit

or SAP

System Brief Descriptor

MM02_ChangeMaterialDesc_WE6_XLSX

Map

Type T-Code

Use the Description Field


Sizing & Structure

Sizing Considerations

Site Allocation

Formula for Sizing:

- Average Script Size - Average Data File Size

- Script Count - Growth Factor - User Count

- Example:

((30KB + 20KB) * 10 scripts) * 15% growth)) * 10 users

=5.6MB


Testing

Script

Completion

DEV, Test or

QA

Production

Lifecycle Management

Test all scripts in a

Development, Test or QA

environment first.

After proper testing move

to a Production

Environment.


Client Considerations

Transaction & Query Configurations

Define Policies for users Limit number of transactions Limit users by T-Code

Define Preferences for the Application Run Options Approval Options Scheduling Options

Analyze settings for Query Developer Proficiency Specify timeout settings Set maximum number of tables for a join Enable & disable joins, tables/views, infosets and queries as a data source

Set Query Developer Scenarios Set groups of users to the correct Proficiency level.

Basic – Standard – Advanced


FAQ’s

Want to know more!?

Who should consider using Central? Those who want to take advantage of Collaboration, Productivity, Security and

Auditing

What do I need to have to install Central? Fully Functional SharePoint Farm

SMTP Server (Email Server)

Who installs Central? Your SharePoint Farm Administrator will have the appropriate access

Who typically Administers Central? IT, SharePoint Admin, or Project Lead

More FAQ’s about Central found here!

https://winshuttle.zendesk.com/hc/en-us/articles/200398540-Winshuttle-Central-FAQ-Guide













Questions & Answers!


Resources and Information

• http://www.winshuttle.com

Website

• https://support.winshuttle.com/

hc/en-us/requests/new

• (800) 711-9798 option 2

Support

• https://support.winshuttle.com

Helpdesk

http://www.winshuttle.com/

https://winshuttle.zendesk.com/hc/requests/new




https://support.winshuttle.com/

Contact – [email protected]

mailto:[email protected]

GOVERNANCE, AUDITING AND USER MANAGEMENT … · GOVERNANCE, AUDITING AND USER MANAGEMENT – THE POWER OF WINSHUTTLE CENTRAL AND SHAREPOINT Kendahl Horvath ... Two ways to win ...

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