Wednesday, October 31, 2018

Beware: governance of SharePoint site underneath MS Teams largely gone

In most organizations that employ SharePoint for collaboration and content handling, governance is (tried to be) applied to give some structure and consistency in the SharePoint usage. Some typical elements of such SharePoint governance are:
  • The powerful authorizations via Site Collection Administrator (SCA) role is reserved to IT support only; and business users are authorized via SharePoint Groups + Permission Levels (see e.g. Site Owner vs Site Collection Administrator)
  • Pre-defined site structures (in the old days via Site Definitions; nowadays via Site Templates, provisioning code (e.g. PnP provisioning))
  • Organization consistent branding of the sites: logo, site classification, layout, ...
  • Naming conventions for site titles and URLs
  • Version Control + Content Approval policies
  • Metadata (Managed + Folksonomy)
  • Controlled availability of SharePoint Designer, enabling the business power-users to self-create workflows, customize views, create structure, ...
  • Prerequisites imposed on the site requestor, checked upon by the helpdesk handling site provision process
  • Lifecycle model
  • ...
Microsoft itself acknowledges the importance of SharePoint Governance, and delivers support to its customers on this topic via guidance, trainings and templates (e.g. Overview: best practices for managing how people use your team site).
And then there was the new concept of MS Teams....; highly promoted by Microsoft and moreover highly appreciated and valued by the business users. A.o. the business values the concept of self-service creation of MS Teams, in particular when comparing it with in some organizations the (perceived) cumbersome governance process on SharePoint site provisioning. And some of the business users are even more pleasant surprised when they detect that as part of the MS Teams instance creation, also a.o. a SharePoint Site Collection is created 'underneath'. In the MS Teams concept, Microsoft makes pragmatic reuse of the availability of SharePoint Online as part of Office 365 suite for the Files handling capability. It is even a generic applied pattern by Microsoft to position and use SharePoint more and more as 'backend' underneath other of its products and services. Pre-online this already is done with MS Dynamics, MS Project; and now thus with MS Teams, Office 365 Groups, ...
But although Microsoft intended within MS Teams context the created SharePoint Site to deliver the Files capability, knowledgable and curious business users quickly discover that the connected SharePoint Site is, well a full-blown SharePoint site. Including all the SharePoint capabilities that they are familiar with when working with a standalone provisioned Site Collection. Plus the (default) governance on SharePoint site collections created underneath MS Teams instance is much less restrictive. One of the most significant is that all the MS Teams owners, automatically and outside IT control get assigned in the Site Collection Admin role! Other on permission handling are that the MS Teams owner(s), by deriviation thus also the SCA's of the MS Teams SharePoint site, can share access on the SharePoint level; deviating from the permission management executed on the level of the enclosing MS Teams. Yet another to configure on the SharePoint level sharing with externals, while that might not be configured (even allowed) at the MS Teams level.
How should any Office 365 customer deal with this differences in the governance and support on SharePoint sites created standalone, versus the ones created as element of other Office 365 services? I have not a conclusive view on this yet, but moreover I also have not yet identified such view brought to us by Microsoft. The impression is that Microsoft just kinda 'let it go', and have their customers themselves come to a positioning and best-practice(s). In my opinion this is a shortcoming from Microsoft in support and guidance perspectives: we know that one of the biggest hurdles with IT and Collaboration Tools is the user adoption and confusion about what tool to use when. Delivering the same SharePoint collaboration tool via different creation processes, and with different governance + support models as result, does not help bring a clear collaboration story. I understand and applaud the pragmatic decision by Microsoft to utilize the SharePoint capabilities within other products, but I fail to understand their considerations to make that same SharePoint site on itself accessible; outside the simplified interface via MS Teams.

1 comment:

  1. Excellent article. Your point about the unwanted escalation of privilege to the Site Collection Administrator roles is spot on. Additionally, ungoverned proliferation of new site collections and security groups via Teams creation is another substantial risk posed by the current default provisioning model.

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