SharePoint Governance - Training

  • Article

This is a series of 9 articles. Click here for the full TOC

After we've talked about staffing your teams, now we need to address how you want to train them and make them ready.

Training Plan

Skills Matrix

The skills matrix will help the team and the team leaders to assess their capabilities and construct a development plan to be ready for delivering. The matrix is role oriented and can only be understood with the rating scale ascribed below.

Level

Description 

0 

No knowledge. The skill is relevant to me and will be incorporated in my personal development plan.

100

Theoretical knowledge obtained through formal or self training. Very little or no practical experience. 

200

Theoretical knowledge applied in at least one project or scenario.

300

Knowledge successfully applied in several projects or scenarios.

400

Knowledge successfully applied in several complex projects or scenarios. Able to mentor others to apply the skill.

 

Skills Required

SharePoint Farm Admin Skills

Skills 

Description 
  1. Office SharePoint Server server farm architecture

Plan server farms for reliability and scalability, and how to deploy Office SharePoint Server 2007 and Windows SharePoint Services 3.0 on a server farm.
  1. Configuring server farms

configuration steps needed for server farms after deployment
  1. Securing server farms

help control access to information and how to help protect deployments from malicious users.
  1. Planning SharePoint Products and Technologies solutions

Method of planning the information architecture and solutions in a Office SharePoint Server 2007 or Windows SharePoint Services 3.0 deployment.
  1. Configuring performance options:

set up caching, IIS compression, and other options to help maximize performance of an Office SharePoint Server server farm.
  1. Backing up, restoring, high availability, and disaster recovery for Office SharePoint Server server farms

back up and recover Office SharePoint Server server farms.
  1. Operations and management

Provides information about common operations and management tasks
  1. Capacity planning

determine requirements to support your capacity requirements
  1. Business Data Catalog administration
  • Administering security for the Business Data Catalog
  • Administering business metadata
  • Logging and auditing business data operations using the Business Data Catalog
  1. Enterprise Search administration
  • Getting your content crawled
  • Preparing to crawl content
  • Add content sources
  • Configure searches to return blog post results
  • Configure client certificates for crawling an SSL site
  • IFilters and protocol handlers
  • Change the Indexer Performance setting
  • Manage crawler impact
  • Full and incremental crawl
  • Administering people search
  • Manage user profiles for people search
  • Create a Search Center in a site collection where the Office SharePoint Server Publishing
  • Create a custom dictionary
  1. Forms administration
  • Manage session state
  • Deploy form templates
  • Deploy administrator-approved form templates
  • InfoPath Forms Services best practices
  • Manage form templates
  1. Personalization Services administration
  • Administering personalization permissions
  • Administering import connections and user profiles
  • Administering My Sites
  • Targeting content
  • Monitoring usage data for personalization

SharePoint SQL Administrator

Skills 

Description 
  1. Backing up, restoring, high availability, and disaster recovery for Office SharePoint Server server farms

back up and recover Office SharePoint Server server farms.
  1. Database Maintenance
  • Check for and repair consistency errors by using DBCC CHECKDB
  • Measure and reduce fragmentation
  • Fine tuning index performance by setting fill factor
  • Shrinking data files
  • Creating SQL Server Maintenance Plans
  1. Planning and Monitoring SQL Server Storage for Office SharePoint Server: Performance Recommendations and Best Practices

Provides planning tips and best practices to help optimize performance, scalability, and manageability
  1. Add, split, and merge content databases:

Offers step by step procedures to help manage content databases to meet changing demands.
  1. Move content databases:

Contains procedures for moving databases as part of an upgrade, recovery process, or deployment to a new farm.
  1. Move all databases:

Lists the steps for moving all of the Office SharePoint Server 2007 databases from one database server to another database server within the same farm. 
  1. Run a farm that uses read-only databases:

Describes how to configure a farm to run with read-only databases. 

 

SharePoint Developers Skills

Skills 

Description 
  1. Office SharePoint Server farm architecture

Plan server farms for reliability and scalability, and how to deploy Office SharePoint Server 2007 and Windows SharePoint Services 3.0 on a server farm.
  1. SharePoint Out of the Box
  • Site Templates
  • List Templates
  • Navigation Controls
  • UI Actions/Functions
  • Views
  • Content Types
  • Mobile Device Friendly Pages
  1. Customizing WSS v3
  • Customization Options in the User Interface
  • Site Navigation Options in the User Interface
  • Customization Options Outside of the User Interface
  • Cascading Style Sheets and Images
  1. WSS v3 Authorization
  • Basic WSS Authorization (Who Has Access?, What Permissions Do They Have? And Securable Objects)
  • Advanced Authorization (Web Application User Rights, Web Application Policies, Permission Policy Levels, Security Trimmed Interface)
  1. WSS v3 Performance
  • Caching values in Web Parts
  • Using System Monitor Performance Counters
  • Usage Analysis Processing (Usage Analysis Processing, Accessing Usage Data on a SharePoint Web Site, Accessing Usage Data in a Site Collection)
  1. WSS v3 Site Definitions
  • CAML
  • $Resources in WSS v3
  • Site Definition Dependencies
  • Custom Templates
  • Feature Dependencies
  • WSS v3 LCIDs
  1. WSS v3 Object Model Basics
  • WSS v3 Core Namespaces
  • WSS v3 Core Classes
  • SPSite and SPWeb
  • SPList
  • SPListItem
  1. Manipulating the WSS v3 Object Model
  • Manipulating Alerts
  • Manipulating Features using WSS v3 Object Model
  • Foreach vs for index
  • Avoiding Memory Leaks with dispose()
  1. WSS v3 Events
  • Creating a Basic Event Handler
  • Deploying Event Handlers
  1. Web Part Fundamentals
  • ASP2/WSS v3 Web Part Infrastructure
  • ASP2 Page Life Cycle
  • Personalization
  • Rollup Web Parts
  • Search Web Parts
  1. Advanced Web Part Techniques
  • Modifying Web Part Menus & Client-Side Scripting
  • Synchronous and Asynchronous Web Parts
  • Web Part Connections
  1. WSS v3 Web Services
  • Service Oriented Architecture
  • Using Web Services
  • WSS v3 Web Service Architecture
  • Web Service Management/Abstraction
  • Web Service Enhancements (WSE v3)
  1. WSS v3 Protocols
  • Non-Web Service remote communication methods
  • FrontPage RPC
  • SharePoint RPC
  1. WSS v3 Workflow
  • WF and WSS v3 Overview
  • Creating workflows with SPD
  • Creating workflows using VS.NET
  1. Search
  • Search Architecture
  • Search Administration Object Model
  • Relevance
  • Searching the Business Data Catalog
  • Building Search Queries
  • Programmatically Querying Search
  • Customizing the Search UI
  • Building Custom Search Web Parts
  1. Business Data Catalog
  • Architecture
  • MetaData Model
  • Authoring XML MetaData
  • Runtime Object Model
  • Authoring Metadata Programmatically
  • Troubleshooting
  1. Content Targeting (Personalizing SharePoint Content)
  • Architecture
  • User Profiles Object Model
  • Audience Object Model
  1. Managing Enterprise Document Content
  • Document Information Panels
  • Records Repository Site Template
  • Information Management Policy
  • Document Converters
  • Executing the Search and Process Operation
  • Reporting on the Search and Process Operation
  1. Publishing (Web Content Management formerly Content Management
  • Architecture
  • Master Pages and Page Layouts
  • Field Controls and Control Templates
  • Output Caching
  • Caching and Operations
  • Page and Site Customization
  • Document Converters
  • Authoring and Rendering
  • Page Publishing Using Document Converters
  • Content Deployment and Migration
  • Multi-Lingual Sites

 

Architect

Skills 

Description 
  1. Office SharePoint Server server farm architecture:

Plan server farms for reliability and scalability, and how to deploy Office SharePoint Server 2007 and Windows SharePoint Services 3.0 on a server farm.
  1. Planning SharePoint Products and Technologies solutions

Method of planning the information architecture and solutions in a Office SharePoint Server 2007 or Windows SharePoint Services 3.0 deployment. 
  1. Capacity planning

determine requirements to support your capacity requirements
  1. Search architecture and configuration

plan for and configure search for Office SharePoint Server.
  1. Business Data Catalog
  • Architecture
  1. Content Targeting (Personalizing SharePoint Content)
  • Architecture
  1. Managing Enterprise Document Content
  • Architecture
  1. Publishing (Web Content Management formerly Content Management
  • Architecture
  1. WSS v3 Authorization
  • Architecture
  1. WSS v3 Performance
  • Architecture
  1. WSS v3 Site Definitions
  • Architecture
  1. WSS v3 Object Model Basics
  • Architecture
  1. Manipulating the WSS v3 Object Model
  • Architecture
  1. WSS v3 Events
  • Architecture
  1. Web Part Fundamentals
  • Architecture
  1. Advanced Web Part Techniques
  • Architecture
  1. WSS v3 Web Services
  • Architecture
  1. WSS v3 Protocols
  • Architecture
  1. WSS v3 Workflow
  • Architecture

 

People Mapping to Skills

Now, what is needed to be done is to have the people to be rated against the skills required. The table below is an example. This should be filled by the Technical Manager or the team leader who has a good technical knowledge to assess the team member. Use this to plan for your team readiness and create a training plan for them.

SharePoint Farm Admin Skills Assessment

Skills 

Ranking (0-400 
  1. Office SharePoint Server server farm architecture

400 
  1. Configuring server farms

400 
  1. Securing server farms

200 
  1. Planning SharePoint Products and Technologies solutions

300 
  1. Configuring performance options:

200 
  1. Backing up, restoring, high availability, and disaster recovery for Office SharePoint Server server farms

100 
  1. Operations and management

500 
  1. Capacity planning

200 
  1. Business Data Catalog administration

0 
  1. Enterprise Search administration

0 
  1. Forms administration

0 
  1. Personalization Services administration

100 

Overall rating 

Average è 200

 

SharePoint SQL Administrator Skills Assessment

Skills 

Ranking (0-400 
  1. Backing up, restoring, high availability, and disaster recovery for Office SharePoint Server server farms

400 
  1. Database Maintenance

400 
  1. Planning and Monitoring SQL Server Storage for Office SharePoint Server: Performance Recommendations and Best Practices

200 
  1. Add, split, and merge content databases:

300 
  1. Move content databases:

200 
  1. Move all databases:

100 
  1. Run a farm that uses read-only databases:

500 

Overall rating 

Average è 200

 

SharePoint Developer Skills Assessment

Skills 

Ranking (0-400 
  1. Office SharePoint Server server farm architecture:

400 
  1. SharePoint Out of the Box

400 
  1. Customizing WSS v3

200 
  1. WSS v3 Authorization

300 
  1. WSS v3 Performance

200 
  1. WSS v3 Site Definitions

100 
  1. WSS v3 Object Model Basics

500 
  1. Manipulating the WSS v3 Object Model

200 
  1. WSS v3 Events

0 
  1. Web Part Fundamentals

0 
  1. Advanced Web Part Techniques

0 
  1. WSS v3 Web Services

100 
  1. WSS v3 Protocols

400 
  1. WSS v3 Workflow

400 
  1. Search

200 
  1. Business Data Catalog

300 
  1. Content Targeting (Personalizing SharePoint Content)

200 
  1. Managing Enterprise Document Content

100 
  1. Publishing (Web Content Management formerly Content Management

500 

Overall rating 

Average è 200

 

SharePoint Architects Skills Assessment

Skills 

Ranking (0-400
  1. Office SharePoint Server server farm architecture:

400 
  1. Planning SharePoint Products and Technologies solutions

400 
  1. Capacity planning

200 
  1. Search architecture and configuration

300 
  1. Business Data Catalog

200 
  1. Content Targeting (Personalizing SharePoint Content)

100 
  1. Managing Enterprise Document Content

500 
  1. Publishing (Web Content Management formerly Content Management

200 
  1. WSS v3 Authorization

0 
  1. WSS v3 Performance

0 
  1. WSS v3 Site Definitions

0 
  1. WSS v3 Object Model Basics

100 
  1. Manipulating the WSS v3 Object Model

400 
  1. WSS v3 Events

400 
  1. Web Part Fundamentals

200 
  1. Advanced Web Part Techniques

300 
  1. WSS v3 Web Services

200 
  1. WSS v3 Protocols

100 
  1. WSS v3 Workflow

500 

Overall rating 

Average è 200

 

 Read next: about Policies and Procedures