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10 Essential Tips for Managing Your Large SharePoint Deployment

SharePoint is a potent platform for enterprise search, document management, and collaboration. Furthermore, it is extensively utilized by companies of all kinds to manage and share information. However, managing your SharePoint implementation gets more difficult as it expands in size. As a result, we will provide 10 key suggestions for managing your extensive SharePoint deployment in this blog article.

1. Plan Your Deployment

Before deploying SharePoint, it is important to plan your deployment thoroughly. Basically, this includes understanding your business requirements, defining your information architecture, and mapping out your governance policies. Additionally, a well-planned deployment will help you avoid potential problems down the line. Some important tips include the following;

  • Consider the size of your organization and the complexity of your business processes when planning your SharePoint deployment.
  • Define your content types and metadata to ensure that information is easily searchable and discoverable.
  • Determine how to handle external collaboration with partners, vendors, and customers.

2. Define Governance Policies

The regulations that govern how SharePoint is utilized within your business are known as SharePoint governance policies. They specify who has access to what data, how it is handled, and how it is put to use. For your SharePoint implementation to be secure and compliant, defining governance principles is crucial. Some important tips include the following;

  • Regularly review your governance policies to ensure that they are aligned with your business needs.
  • Clearly communicate your governance policies to your users to ensure that they understand their roles and responsibilities.
  • Assign ownership for specific areas of governance to ensure that policies are enforced.

3 .Assign Appropriate Permissions

Assigning appropriate permissions to users and groups is critical for maintaining the security and integrity of your SharePoint deployment. Based on the users’ roles and responsibilities, permissions should be given. Assigning permissions to groups rather than to individual users will make managing permissions easier in the long run. Some important tips include the following;

  • Use Active Directory groups to manage permissions, and avoid assigning permissions to individual users.
  • Consider implementing role-based access control (RBAC) to ensure that users only have access to the information they need to perform their job functions.
  • Regularly review permissions to ensure that they are up-to-date and aligned with your governance policies.

4. Keep Your Sharepoint Environment Up To Date

Keeping your SharePoint environment up to date with the latest updates and patches is essential for maintaining its security and performance. Regularly installing updates and patches ensures that your deployment is safe against the latest security threats and that it performs optimally. Some important tips include the following;

  • Regularly test updates and patches in a test environment before applying them to your production environment.
  • Consider implementing a phased update approach to minimize downtime and ensure that you test those updates properly.
  • Schedule regular maintenance windows to perform updates and other maintenance tasks.

5. Monitor Your Sharepoint Environment

Monitoring your SharePoint environment is essential for identifying potential issues before they become major problems. Monitoring should include checking server logs, reviewing performance metrics, and ensuring that all components are functioning correctly. Some important tips include the following;

  • Use monitoring tools to track the health and performance of your SharePoint environment, and set up alerts to notify you of potential issues.
  • Monitor user adoption and usage patterns to identify areas for improvement.
  • Regularly review your environment to ensure that it is meeting your business needs.

6 .Backup Your Sharepoint Environment

Regularly backing up your SharePoint environment is essential for ensuring that your data is protected against loss. Backups should be performed regularly and stored offsite in a secure location. Some important tips include the following;

  • Consider implementing a backup and recovery solution that allows you to restore individual items or entire sites.
  • Test your backup and recovery procedures regularly to ensure that they are working properly.
  • Store backups offsite and in a secure location to ensure that there is complete protection against loss or theft.

7 .Implement Disaster Recovery

Implementing a disaster recovery plan is crucial for ensuring that your SharePoint deployment can swiftly recover from a significant outage in addition to doing routine backups. Plans for recovering from disasters should outline how to retrieve data, rebuild servers, and restart your environment. Some important tips include the following;

  • Develop a disaster recovery plan that includes procedures for restoring your SharePoint environment in the event of a major outage.
  • Test your disaster recovery procedures regularly to ensure that they are working properly.
  • Consider implementing a failover or high-availability solution to minimize downtime and ensure that your environment is always available.

8. Use Third-Party Tools

A number of widely accessible third-party tools can help you manage your large SharePoint install effectively. These tools can help you with tasks like monitoring, reporting, backing up, and recovering. Some important tips include the following;

  • Consider using third-party tools to automate tasks such as backup and recovery, monitoring, and reporting.
  • Choose tools that are compatible with your SharePoint environment and that provide the features and functionality you need.
  • Regularly review your third-party tools to ensure that they are meeting your business needs.

9 .Train Your Users

To ensure that your users can operate effectively and efficiently, you must train them on how to use SharePoint. Instruction for users should cover how to use the system, collaborate with others, and successfully manage content. Some important tips include the following;

  • Provide regular training to your users to ensure that they are using SharePoint effectively and efficiently.
  • Use real-world scenarios and examples to demonstrate how to use SharePoint to solve common business problems.
  • Provide ongoing support and assistance to your users to ensure that they have the resources they need to be successful.

10. Continuously Improve

Finally, continuously improving your SharePoint deployment is essential for ensuring that it meets the changing needs of your business. This includes reviewing your governance policies, monitoring performance metrics, and regularly updating your information architecture. Some important tips include the following;

  • Regularly review your governance policies, information architecture, and other aspects of your SharePoint environment to ensure that they are meeting your business needs.
  • Use user feedback and metrics to identify areas for improvement and to guide your decision-making.
  • Develop a culture of continuous improvement to ensure that your SharePoint environment is always evolving and adapting to meet the changing needs of your business.


Although managing a sizable SharePoint deployment can be challenging, by following these ten imperative recommendations, you can make sure that your deployment is safe, quick, and aligned with the objectives of your business. Software development, Power BI, SharePoint Online, Microsoft Teams, IT services, and other services are all provided by Code Creators Inc., a SharePoint consulting firm with offices in the United States and Canada. Code Creators Inc. is a SharePoint consulting company in the USA and Canada which is dealing with software development, Power BI, SharePoint Online, Microsoft Teams, IT services, and more.

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