Pros and Cons of the Access App for SharePoint 2013

Why are Access 2013 Apps Great? Here are a few reasons…



What are SharePoint 2013 Apps?

Before diving into the details on this new Access App, we should do a quick overview on SharePoint 2013 Apps in general. Included in this most recent version of SharePoint is the App Model. It enables developers to create custom apps that can be published to the Office Store for public download or to the Corporate Catalog which is an organization's internal App Catalog Site then users can download them to their SharePoint sites. Each app, whether custom or out-of-box, targets a specific set of features and are lightweight and easy to use. Included in the out-of-box apps is an Access App that enables Access 2013 databases to be added to SharePoint 2013 sites.


What is the Access App?

This out-of-box, no-code app enables us to put Access databases into SharePoint and includes some really great features (listed above) that I will get into a bit more detail in the following sections. The purpose of the app is to provide a more reliable, faster and robust solution for putting relational data into SharePoint without the hassle of designing and developing something from scratch. Microsoft Office Access 2013 includes a few templates for Access Web Apps and tables that will get you started.


The Best Access App Feature

The favorite is that its backend is SQL Server, or SQL Azure if you're using Office 365. This design allows data to display faster, is more reliable and robust plus long-term it's more manageable. It's a great alternative to creating a list in SharePoint when you know it will grow to be a "large list". Not only does it help manage large lists and provide quick access to the data, it also allows outside SQL Server and SQL Azure supported tools to gain access to the data.


Want to know how it works?




Other Really Great Features that are Worth Mentioning

When creating the Access App, you can select from one of the quick and easy templates or start from scratch with a custom app. When using one of the templates, Access automatically creates tables and related views around those tables. Also, the navigation is created for you so your database is ready to use. You would only need to add your customizations if you require any then click Launch App. That's it, in just a few clicks you have a working SharePoint App. Even if you're going with the Custom option, you still get a lot of automatic features like table templates that include multiple tables with relationships, related views and navigation. Either way, once you've designed your database, click Launch App and you have a no-code app in SharePoint that includes a search tool.


Wondering about Workflows?

The data in the Access App is stored in a SQL database and SharePoint doesn't have a mechanism that can get notified when items change in the external data source so the workflow couldn't be directly associated with one of the tables in your app. Using the linked table feature in Access to connect to a SharePoint list isn't going to help because that creates a read only connection. A possible solution would be to consume the external data in a workflow. You could create a site workflow or a list workflow and have it read or update from an external list. Basically it can be done but isn't going happen without some difficulty.


Wrap it up…

With this app, you can create web-based applications that use the power of SQL Server on-premise or in the cloud. You don't have to worry about deployment challenges, software installation issues or operating system compatibilities. You just build your app and share it across the web with SQL Server or SQL Azure. This new architecture increases performance and scalability and opens up new opportunities for SQL Developers to extend and work with the data. It has potential of being a really great app. Add built-in features like full read/write when connecting to SharePoint lists and workflows and you've got a truly awesome out-of-box solution.


A Note on SharePoint 2010 vs. SharePoint 2013 Access Services

SharePoint 2010 also has Access Services but the process around how the Access databases are put into SharePoint is very different. The tables in the 2010 database are converted into SharePoint lists so you don't get the SQL backend. These Web Databases are compatible with SharePoint 2013 and Access 2013 but you cannot create new Web Databases in Access 2013, you are only able to manage existing ones and publish them to either SharePoint 2010 or 2013. Also, there is no way to automatically convert the Web Database into an Access App. You will have to do this manually which consists of importing the data from the Web Database into the new Access App then recreate the interface and business logic.

Planning for a SharePoint Migration

1. Document Existing SharePoint Server's Topology (preferably in Visio format, use Visio diagrams to represent the existing SharePoint Farm topology),Roles, Hardware/Software Specifications, Installed Updates, Software installed, Language Packs, etc.

2. Prepare a List of SharePoint Web Applications, Site collections, Managed paths, Host headers, Content /Service Application Databases, service application proxies & service application groups.

3. Document Central Administration Settings like User Policies, Quota Templates, Data connections, Zones, AAM, Quota Templates, Blocked File Types, Log file paths, etc.

4. Document All Third-party Software installed on top of SharePoint (Like Nintex workflows, Axceler ,Metalogix Control Point

5. Document Inventories & customizations like Solutions( wsp files), Workflows, Event Handlers, Web Parts, Features, Assemblies, Site Templates, Site Definitions, Custom Timer jobs, etc. (stsadm -o enumallwebs -includewebparts -includefeatures)

6. Document Active directory Domains/Forest details. This will help in configuring User Profile Import connection sources, People Picker configurations.

7. Document Current environment Out of the box Features enabled (Such as Publishing), Enterprise feature Enabled (such as InfoPath Farm Services)

8. Document Outgoing, Incoming E-mail settings of the SharePoint server

9. Document all IIS customizations made manually, like Web.config modifications, Add-ons installed in IIS (like Compression, URL Rewrite, HTTPHandlers etc)

10. Document SQL Server configurations, Content DB sizes, Mirroring, Clustering configuration details

11. Document any custom solutions deployed in Layout's folder or BIN folder.

12. Prepare a report on User base with Total no. of users, avg concurrent users, etc

13. Document custom scripts, automation tools you are running from SharePoint servers (like Monthly storage report generation script, scheduled with windows task scheduler)

14. Make a Note of current environment's Information Architecture, including Managed Paths, Top navigation, etc.

15. Document existing Farm's service accounts. Authentication method for all web application .Kerberos applied?

16. Document Search Settings, including content sources, schedules, Keywords, Best-bets.

17. Document Email Enabled Lists and Libraries

18. What is the current Disaster recovery plan? How often backups are taken? Third party software integrated with SharePoint (Like AvePoint, DPM, etc)

19. Document Infrastructure details such as Load balancer, DNS, IPs, SSL Certificates, Publishing configurations (Like F5, TMG, ISA Server, etc)

20. Document 12/14 hive Layout folder customizations, File system changes if any

21. Make a note of all InfoPath Form libraries. You have to update the Form Template URL and You may have to Change the data connections, etc.

22. Existing Branding Artifacts like Master pages, Themes, CSS Files, Logos, etc.

23. Document the custom authentication providers (Forms, LDAP, etc) if any

24. Document the current Monitoring setups like SCOM.

25. Last but not least - Make sure you have the version control system (like CVS, SVN, TFS, etc) which has all the artifacts including source code, installers, deployment guides.

What is Office Web apps server and why do you need to care?

Office Web apps is an online office suite offered by Microsoft that can allow users to create and edit Office files using lightweight , web browser-based versions of Microsoft Office applications : Word ,Excel ,PowerPoint and One Note.

So as mentioned above Office Web apps ( currently knows as Office Online) is a product that was developed by Microsoft to interact with SharePoint Server 2013 ,Exchange Server 2013 and Lync Server 2013 which can help the users in viewing/editing and sharing office files.

Let’s take a look at how Office Web apps work with each of this product separately:

Office Web apps with SharePoint Server 2010:

So until SharePoint Server 2010, Office Web apps used to be a component of SharePoint and it was not a standalone product as it is currently. Deploying Office web apps for SharePoint 2010 includes the below mentioned steps.

1. Installing Office Web apps setup.exe
2. Activating the Office web apps services –>Starting the required service in CA , creating the service application and service application proxies
3. Activating the Office Web apps feature in the site collection.

Also in SharePoint Server 2010 there was no need to patch Office web apps separately as the SharePoint patches also included the Office Web apps patches. So any issue that happens to SharePoint as a product will have an impact on Office web apps as well.

Office Web apps with SharePoint Server 2013:

So with SharePoint Server 2013, Microsoft took a big step ahead and removed Office web apps from SharePoint .What this means is, the bits and binaries that install SharePoint Server 2013 will not have Office web apps as part of it. Its standalone product now and needs to handled and taken care separately.

Note: I’ve noticed a lot of customers who think that Office web apps can support Visio files as well. That’s never ever the case and SharePoint Server 2013 uses Visio service to do that .Please refer to my post on Visio Service to know more about it.

So in a nutshell, SharePoint Server 2013 when integrated with Office Web apps provides updated versions of Word Web App, Excel Web App, PowerPoint Web App, and OneNote Web App. Users can view and, in some cases, edit Office documents in SharePoint libraries by using a supported web browser on computers and on many mobile devices, such as Windows Phones, iPhones, iPads, Windows 8 tablets, and Android devices.

Later in this article I’ll be discussing more on Office webs apps and SharePoint Server 2013 ….

Office Web apps with Exchange Server 2013:

With Exchange 2007 and 2010, Outlook Web Access/App [OWA] users can preview documents attached to e-mails directly from their browser. This feature, known as “Web Ready Document Viewing” which converts supported documents (Word, Excel, PowerPoint or PDF) to HTML and displays them in the web browser, allowing users to read Word documents, for example, without the need to have Word installed or first downloading the file.

Whenever a user receives an e-mail with a supported attachment, an “Open as Web Page” link appears next to the attachment:

All the user needs to do to preview the attachment is click on the link and the WebReady Viewing version of the document will open.

With Exchange Server 2013, there is another method of viewing Office docs. Here you can integrate your Exchange server 2013 with Office web apps .Once that’s done the attached Office document makes a WOPI [Web App Open Platform Interface] call to the Office webs app server to render the document.

Note: Office Web apps cannot open Office files which are IRM [Information Rights Management] enabled.

Office Web apps with Lync Server 2013:

In Lync Server 2010, PowerPoint presentations are viewed in one of two ways. For users who run Lync 2010, PowerPoint presentations are displayed by using the PowerPoint 97-2003 format and they are viewed by using an embedded copy of the PowerPoint viewer. For users who run Lync Web App, PowerPoint presentations are converted to dynamic HTML files then viewed by using a combination of the customized DHTML files and Silverlight. Although generally effective, this approach did have some limitations:




To help address these issues, and to improve the overall experience of anyone who presents or views PowerPoint presentations, Lync Server 2013 uses Office Web Apps Server to handle PowerPoint presentations. Among other advantages, this new approach allows the following capabilities:




So with that being said, let’s take a look at the supported Office file formats for Office Web Apps

Supported file formats:

Word documents (doc, docx, dotx, dot, dotm extensions)

Excel documents (xls, xlsx, xlsm, xlm, xlsb extensions)

PowerPoint documents (ppt, pptx, pps, ppsx, potx, pot, pptm, potm, ppsm extensions)

*Also once again, please do remember that Office web apps doesn’t support IRM protected files.

More on Office web apps with SharePoint Server 2013 ……

Listed below are the features you get when you use Office web apps with SharePoint Server 2013:

The viewing and editing capabilities of Office webs apps on different devices is given below:

Now, being a SharePoint Farm Admin/Site collection admin you get to decide how your users can view office files in the document library. There are two ways to change the default behavior so that files open in the client applications (or the default PDF reader) instead:

For the entire SharePoint 2013 farm : You ( The Farm admin) can adjust the default open behavior on a per-file-type basis for the SharePoint 2013 farm by using the New-SPWOPIBinding and Set-SPWOPIBinding Windows PowerShell cmdlets. These cmdlets can also be used to adjust the behavior of PDF documents.

In site collections or document libraries : Site collection administrators and users can use the OpenInClient feature in SharePoint 2013 to specify whether Office files will be opened in the client application or in the browser. Users can change this setting in the document library properties, and site collection administrators can change it in Site Collection Administration or by using the “Enable-SPFeature” cmdlet to enable the OpenInClient feature.

Now there are certain things which you might need to pay attention to being an IT Pro, you can configure Office web apps for your SharePoint server 2013 farm so that the Office files in the document library make a WOPI call to Office web apps server (a single machine/farm processing the request for all type of Office file i.e. word,excel,powerpoint and One note) to render the document or you can configure an Office web apps farm so that each machine in that farm can take care of processing the request for each file types.

PowerPoint–>A single Office web apps machine to process the request for PowerPoint files alone

Word –>A single Office web apps machine to process the request for Word files alone

Excel–>A single Office web apps machine to process the request for Excel files alone

One Note–>A single Office web apps machine to process the request for One Note files alone.

This option can give you better scalability, however it’s going to cost you a lot.

How to know whether I’m using Excel online, Excel services or Excel Web app while I’m opening an Excel file? If the URL resembles “http://[servername]_layouts/15/xlviewer.aspx?id=/Documents/…” then Excel Services is used to render the workbook.

If the URL resembles “http://[servername]/_layouts/15/WopiFrame2.aspx?sourcedoc=/Documents/…” then Excel Web App is used to render the workbook.

Difference between Excel Web App and Excel Services in SharePoint:

Excel Web App and Excel Services in SharePoint have a lot in common, but they are not the same. Excel Services is available only in the Enterprise edition of SharePoint Server 2013. Excel Web App is available in SharePoint Server 2013 and SharePoint Foundation 2013. Both applications enable you to view workbooks in a browser window, and both enable you to interact with and explore data.

But there are certain differences between Excel Web App and Excel Services in SharePoint. For example, Excel Services supports external data connections, data models, and the ability to interact with items that use data models (such as PivotChart reports, PivotTable reports and timeline controls). Excel Services provides more business intelligence functionality than Excel Web App, but Excel Services does not enable users to create or edit workbooks in a browser window.

If your organization decides to use Excel Services instead of Excel Web App to view workbooks in the browser, you can use the Windows PowerShell New-SPWOPISuppressionSettings cmdlet to turn off Excel Web App for Excel workbooks.

Office Online File Support:

Here are file types and formats supported in each of the four Office Online applications.

Word Online:

Supported for viewing and editing	Supported only for viewing	Cannot be opened
Word Document (.docx)	Word 97-2003 Document (.doc)**	Rich text format (RTF)
Word Macro-Enabled Document (.docm)*	Word 97-2003 Template (.dot)	Hypertext Markup Language (HTML)
OpenDocument Text (.odt)	Word Template (.dotx)	Multipurpose Internet Mail Extensions HTML (MHTML)
	Word Macro-Enabled Template (.dotm)*	IRM-protected documents
	Portable Document Format (PDF)**	Password-protected documents
		Documents with digital signatures

*The document can be opened, but macros do not run.

**For editing, Word Online saves a new copy of the document in .docx or .dotx format. Word Online can’t save documents in the .doc or .dot formats.

Excel Online:

Supported for viewing and editing	Supported only for viewing	Cannot be opened
Excel workbook (.xlsx)	Portable Document Format (PDF)	Excel 97- Excel 2003 Workbook (.xls) **
Excel binary workbook file (xlsb)		Excel 97- Excel 2003 Template (.xlt)
Excel macro-enabled workbook (.xlsm)*		Excel Template (.xltx)
OpenDocument Spreadsheet file (.ods)		Comma separated values (CSV)
		IRM-protected documents Password-protected documents Documents with digital signatures

*The workbook can be opened, but macros do not run.

**On OneDrive.com this format can be viewed. To edit, Excel Online saves a new copy of the document in .xslx format. Excel Online can’t save documents in the .xls format.

PowerPoint Online:

Supported for viewing and editing	Supported only for viewing	Cannot be opened
PowerPoint Presentation (.pptx)	PowerPoint Template (.potx)	PowerPoint Add-in (.ppam)
PowerPoint Show (.ppsx)	PowerPoint 97-2003 Template (.pot)	Rich Text Format (RTF)
OpenDocument Presentation (.odp)	(.odp) PowerPoint 97-2003 .ppt and .pps*	Portable Document Format (PDF)
	PowerPoint Macro-Enabled .pptm, .potm, and .ppsm**	PowerPoint 97-2003 Add-in (.ppa)
	Portable Document Format (PDF)	IRM files Password files Files with digital signatures

* The presentation can be opened, but macros do not run.

** For editing, PowerPoint Online saves a new copy of the document in .pptx format. PowerPoint Online can’t save documents in the .ppt or .pot formats.

OneNote Online:

Supported for viewing and editing	Cannot be opened
OneNote 2010 and later notebooks (.one)	OneNote 2003 or OneNote 2007 notebooks (.one) OneNote Package (.onepkg) Portable Document Format (PDF)

I guess this pretty much sums up everything you need to know about Office Web apps. Thanks for reading this post. Happy Share Pointing!!!!

Installing Office Web Apps

Office Web Apps 2013 is a stand-alone server web application that provides capabilities to open and render a Microsoft Office Word, Excel, PowerPoint, or OneNote document as a web page. Microsoft SharePoint 2013, Exchange 2013, and Lync 2013 can share the rendering service to display Office documents in those applications as a web page. Additionally, when accessed from within a SharePoint 2013 farm, Office Web Apps also enables rich editing features for those documents.

Note: You cannot install Office Web Apps on the same server as SharePoint 2013

Please follow the server preparation process in the following sections for the appropriate server, either Windows Server 2008 R2 or Windows Server 2012.

Windows Server 2008 R2 Preparation

Start by installing the following prerequisite software for Windows Server 2008 R2:


Open a PowerShell command running as an Administrator and execute the following commands to install the required roles and services for Office Web Apps.


Please continue with the “Office Web Apps Installation” section below.

Windows Server 2012 Preparation

To begin, open a PowerShell command running as an Administrator and execute the following commands to install the required roles and services for Office Web Apps.


Please continue with the “Office Web Apps Installation” section below.

Office Web Apps Installation

Open and run the Office Web Apps setup.exe media to launch the setup wizard.

1. In the Office Web Apps Server 2013 Wizard, on the Read the Microsoft Software License Terms page, select I accept the terms of this agreement and then select Continue.

2. On the Choose a file location page, select the folder where you want the Office Web Apps Server files to be installed (for example, C:\Program Files\Microsoft Office Web Apps), and then select Install Now. Note that, if this folder does not exist, Setup will create it for you.

3. When Setup finishes installing Office Web Apps Server, choose Close.

After installing the Office Web Apps 2013 server software, you are ready to install any additional add-ins and updates. You can also install any language packs your farm requires. To install the language packs, run the setup media for each of the language packs you desire.

If applicable, install the latest service pack Microsoft has released for Office Web Apps 2013 and then apply the latest service packs Microsoft has released for Office Web Apps 2013 language packs.

Finally, check for updates on Microsoft Update in the server’s control panel.

Configuring Office Web Apps

This section describes how to configure an Office Web Apps farm and join servers to it.

Important: Low memory conditions can cause Office document previews to fail in Office Web Apps. Verify that any servers that run Office Web Apps have sufficient memory.

On the first server for the Office Web Apps farm, execute the following PowerShell command to provision the farm:


The SSLOffloaded command switch configures Office Web Apps for hardware load-balancing, where the load-balancing device manages the SSL certificate and then relays the request to an Office Web Apps server over HTTP unencrypted traffic. This improves the overall performance but does require a secure network between the load-balancer and the Office Web Apps servers.

The following image provides an example of the expected output from the PowerShell command.



Critical: Before you can use the Office Web Apps farm, you must add your domain to the list of allowed hosts.

Run the following PowerShell command to add your domain to the list of allowed hosts, substituting your domain for “contoso.com.”


Once you have provisioned an Office Web Apps farm and allowed your domain, you can join additional Office Web Apps servers to the farm. To join additional servers, install the Office Web Apps software by following the steps in the previous section and then execute the following PowerShell command.


You can test the Office Web Apps configuration by navigating to this URL and verifying it displays a Web app Open Platform Interface (WOPI)-discovery XML file:

(replacing office.contoso.com with your OWA external domain)

Note: For more information on deploying and configuring Office Web Apps, please see this TechNet article: http://technet.microsoft.com/jj219455

Configuring the Windows Firewall for Office Web Apps Traffic

On each Office Web Apps 2013 Server, you will need to set a firewall rule to allow Office Web Apps inter-farm traffic and HTTP/HTTPS traffic. Alternatively, you can disable the Windows Firewall if you choose and if you have another firewall solution.

You can set the Windows Firewall rules by navigating to the Control Panel, then click System and Security, then click Windows Firewall, and finally click Advanced settings. In the Inbound Rules area, ensure that the server allows connections on port 80 (HTTP) and port 443 (HTTPS). Add the port for the Office Web Apps inter-farm communication by following these steps:

1. In the Windows Firewall with Advanced Security window, click Inbound Rules.
2. In the Actions panel, click New rule…
3. In the New Inbound Rule Wizard window, select Ports as the Rule Type and click Next.
4. Select TCP and enter “809” for the Specific local ports. Click Next.

5. Click Next. On the Profile screen, uncheck Public and click Next.
6. On the Name screen, enter “Office Web Apps Inter-Farm Communication” and click Finish.

Configuring a SharePoint 2013 Farm for Office Web Apps

Logon to the SharePoint application server that hosts Central Administration and open the SharePoint 2013 Management Shell (PowerShell), running it as an administrator. Next, enter the following PowerShell command:


Run the following PowerShell command to enabled OAuth over HTTP.


Run the following PowerShell command to change the WOPI zone to external-https.


Finally, verify that Office Web Apps is working by navigating to a SharePoint 2013 document library and verify that you can open a document as a web page.

Note: For more information on how to configure a SharePoint 2013 farm to use Office Web Apps and for troubleshooting information, please see this TechNet article: http://technet.microsoft.com/ff431687

The SharePoint 2013 app model provides two broad approaches to hosting your apps for SharePoint:
Within the cloud-hosted approach there are two important subcategories:
These are not exclusive categories: An app for SharePoint can have both SharePoint-hosted and remotely hosted components. Each approach has key features you should consider when deciding how to host your apps.

SharePoint Hosted App

Figure 1: SharePoint-hosted apps

SharePoint hosted app runs within the context of SharePoint, but there is no server side code. Any kind of logic is going to run in the client side using JavaScript. You can leverage some of the SharePoint artefacts like lists, document libraries, pages without code behind and out of the box web parts. SharePoint-hosted apps for SharePoint are installed on a SharePoint 2013 website, called the host web, and that have their resources hosted on an isolated subsite of a host web, called the app web.

Cloud-hosted apps

Figure 2: Cloud-hosted apps

In cloud hosted apps, the logic resides outside of SharePoint. The logic can reside either on IIS server OR Windows Azure OR some other cloud solution and it is going to talk to SharePoint using client side object model (CSOM) or REST services and have to be granted permission to SharePoint using OAuth.

Within this category there are two types of apps:

App Shape and Branding

When you build SharePoint apps, one of the design decision is how apps are going to look like and be presented to the user. To design the user experience of the app, you need to understand the following:
Apps for SharePoint fit seamlessly into the SharePoint website where they are installed.
Figure 3: App Shapes option

As shown in figure above, the apps can have three possible type of shapes:


All apps have a default page which might take the full page. Apps show custom action or app part in the host web. The app might take the full page by redirecting user from host web url to app web. For example, the host web url is http://www.hostweb.com and an app is installed in the host web which adds a custom action. When user clicks the custom action, the user will be navigated to a new url (say, http://www.appweb.com). So the app takes the full page (so it’s called Immersive Full page). However user will not notice the url changes as the new app site will have the same UI look and feel. The idea of having the app web to have similar look and feel like host web is achieve thorough a new concept in SharePoint 2013 – called Chrome Control. This is a javaScript based object that allows custom app to consume and import the css and stying of the hosting parent appweb. Also the chrome control create a SharePoint 2013 ribbon bar in the app site, so that user can navigate back to the hot web.
Figure 4: Chrome control in a web page

Apps Branding

Microsoft has recommended design process as well as basic guidelines for developing quality user experiences for apps. Refer to this link UX design for apps in SharePoint 2013 to understand the recommended UX design process for apps for SharePoint.

Developers are going to primarily use three different types of branding:

SharePoint Desiger is the best tool for user-experience customization of SharePoint sites, at least for those who aren't fluent in code. This software is available for free on the Microsoft website and comes pre-packed with most SharePoint deployments. This article walks you through the basics of using that software.

Installation

During the installation process of SharePoint Designer, the default settings (for the installation, maintenance, Microsoft updates, and so on) are typically preferable. Do not choose non-default options unless you're confident about what those changes will mean. If you have any problems with locating, downloading, or installing SharePoint Designer, the best way to troubleshoot is to refer to the Microsft site. Once you have Designer installed, you're ready to move forward with this article.

Setting Up a Base Template

To ready a template for your SharePoint sites, you will go to File → New → Web Site. While there are multiple options available here, the best path is to choose "SharePoint Templates" and select one of the blank basic sites you see on this page. While they lack dynamic content and web parts, those pieces can be added later without difficulty as the templates are pre-built in the ASP.NET framework that allows for such dynamic elements. Unless you have strong reasons for doing so, importing a site at this stage is not recommended.

Connecting to Your Hosted SharePoint

To synchronize with your hosted SharePoint, simply enter the URL of your SharePoint into the "site location" box and click "OK." From here, you will be asked to input your SharePoint credentials (i.e., username and password). Once you have done so, Designer will automatically make the necessary synchronizations.

Using the Interface

The SharePoint Designer interface is designed to be intuitive for users, especially those familiar with the Microsoft Office suite. While a great deal of good comes from simple experimentation, there are dedicated guides to navigating Designer, with the most prominent coming from Microsoft itself.

Setting up an effective SharePoint governance plan is challenging, but it becomes impossible without appropriate communication. After all, without a real understanding of what drives those who live within the framework of that governance, it's entirely possible that your approach will do more harm than good. This entry gives tips on what conversations to have as you work to establish the right governance plan for your company.

What Are Your Core Company Goals?

Your governance plan must always be centered around your crucial business outcomes, but it's easy to assume that everyone is starting on the same page when it comes to what those goals are. In reality, employees at different levels of the company, and even different company leaders, may have distinct visions of where the company is headed.

Establishing and communicating about goals is an effective business strategy in any context, but it serves as a foundation for any governance plans. If that foundation is cracked, everything else is bound to crumble.

What Roles and Responsibilities Do Employees Have?

Job responsibilities for various projects should be considered in setting up the framework of SharePoint, but it must also be accounted for when thinking about governance.

While having these conversations is crucial, it's important to understand that strictly defined roles aren't necessary for every company. Some companies prefer to keep a fluid set of roles, with each mutli-skilled employee blurring the lines between traditional roles as they move the project forward. It's entirely acceptable to define roles in this way. For governance, what matters isn't the exact roles but the boundaries and permissions they require.

On-Premise and Off-Premise Enforcement

While the policies of your governance plan will be highly tuned to your business goals, company culture, and the industry you work in, those policies will need an enforcement plan to have any weight.

Most companies have a policy in place for on-premise work, which is the first step to take. In today's mobile world, however, it's also important to have a policy for off-premise access of sensitive files, emails, and client details. Once these policies are in place, the most important step must still be completed: You must ensure that the enforcement policy is communicated effectively and non-threateningly to your staff.

Your company may have specific needs or objectives that require other conversations before you can effectively make a SharePoint governance policy. In any industry, however, the conversation topics listed above should provide a solid start.

One of the surprising, and surprisingly last-minute, updates ot the SharePoint Conference 2014 roster was the announcement of Bill Clinton's keynote address. As a former president with a strong track record on economic policies, Clinton's address spoke to the value of enterprise content management in a troubled job market. His address didn't stop there, however.

Clinton was speaking on behalf of the Clinton Foundation, a charitable organization that works to support economic growth, environmental sustainability, and other business ethics pursuits around the world. The value of economic growth was a major point of his keynote, and he noted that one fifth of the economic growth during his administration was due to technological advances. He also went beyond pure economics, however, emphasizing that technology had a vital role to play in making a better world—so long as we use that technology appropriately.

"Technology is liberating people, empowering them, but how they use it, and how you use it, depends in no small measure on identity," said Clinton. "And whether what we have in common is more important than our interesting differences."

Clinton then went on to discuss ways that technology like SharePoint could make the world better. Among other examples Clinton provided was the earthquake in Haiti (2010), and the ways that technology allowed for more rapid and effective disaster response.

Clinton asked some hard questions. "As we look at the 21st century world," he asked, "what do you think is wrong with it, and how do you want it to come out? How do you think about what you'd like the world to look like when you have children your age?" He warned of the risk of trying to push past the cutting edge, and the ways that technology can be used blindly and without regard for its more unsettling consequences.

He further discussed how technology like SharePoint could help move the 21st century toward the sort of world he values. "Not one in which we erase our interesting differences, but one in which we recognize that our community humanity matters more," he stated. "And unless we act as if it matters more, we will never be able to preserve many of those differences."