How to Succeed as a SharePoint Manager 2013: Skills, Tools, and Best Practices
Overview
A SharePoint Manager 2013 is responsible for planning, deploying, securing, and optimizing SharePoint environments that support collaboration, content management, and business processes. Success in this role requires a mix of technical proficiency, project and stakeholder management, governance, and continuous improvement. This article outlines the essential skills, recommended tools, and practical best practices to excel as a SharePoint Manager 2013.
Core Skills
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Technical proficiency
- Thorough understanding of SharePoint 2013 architecture: web applications, site collections, service applications, App model, search, and User Profile Service.
- Familiarity with Windows Server, IIS, SQL Server, Active Directory, and networking fundamentals.
- PowerShell scripting for automation and bulk operations.
- Knowledge of authentication methods (Claims-based, SAML/ADFS) and authorization.
- Basic understanding of related Microsoft technologies (Office Web Apps/Office Online Server, Exchange integration).
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Administration & maintenance
- Backup and restore strategies for SharePoint and SQL Server.
- Patch management and cumulative updates—testing and staged rollout procedures.
- Performance monitoring and capacity planning.
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Information architecture & taxonomy
- Designing site hierarchies, site columns, content types, and managed metadata.
- Defining navigation, search refiners, and enterprise content types for findability.
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Governance & compliance
- Creating governance policies covering provisioning, lifecycle, permissions, retention, and auditing.
- Implementing compliance controls and eDiscovery readiness.
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Project & stakeholder management
- Translating business needs into SharePoint solutions and managing expectations.
- Prioritizing requests, managing roadmaps, and coordinating with developers/IT/security teams.
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User adoption & training
- Building training materials, runbooks, and quick-reference guides.
- Running workshops, brown-bags, and champion programs to drive adoption.
Recommended Tools
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Administration & Monitoring
- SharePoint Central Administration and PowerShell (mandatory).
- SQL Server Management Studio (SSMS) for DB tasks.
- IIS Manager for web application troubleshooting.
- SCOM (System Center Operations Manager) or third-party monitoring tools (e.g., SolarWinds) for health and performance monitoring.
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Backup & Recovery
- Native SQL backups + SharePoint farm backup scripts.
- Third-party solutions (e.g., AvePoint, Veeam) for granular restores and easier recovery.
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Search & Analytics
- Search administration tools in Central Admin and PowerShell.
- Analytics tools (Web Analytics/Usage Logs, Google Analytics via integration) for adoption insights.
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Development & Customization
- Visual Studio for SharePoint solutions and app development.
- Fiddler and ULS Viewer for debugging.
- SPMetal/CSOM/REST tools for integrations.
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Governance & Documentation
- Confluence/SharePoint itself for documentation.
- Excel/Visio for architecture diagrams and capacity planning.
- PowerShell scripts repository (version-controlled).
Best Practices
Architecture & Planning
- Start with a clear requirements-gathering phase: capture business scenarios, expected growth, and compliance needs.
- Design for scale: separate service applications and optimize SQL Server for SharePoint databases (filegroup layouts, maintenance plans).
- Use web application and service application isolation to support multi-tenancy and security boundaries.
Security & Permissions
- Follow the least-privilege principle: assign permissions at the SP Group level where possible; avoid unique permissions on many items.
- Use claims-based authentication and, if needed, integrate with ADFS or SAML providers for single sign-on.
- Regularly review and clean up user permissions; automate reports on broken inheritance and excessive privileges.
Governance & Lifecycle
- Create a governance plan that covers site provisioning, ownership, retention policies, and decommissioning.
- Implement a site provisioning process (self-service with approvals or IT-driven templates) to maintain consistency.
- Define SLAs for support requests and document escalation paths.
Backup, Updates & Recovery
- Implement a documented backup and recovery strategy; regularly test restores in a non-production environment.
- Maintain a patching cadence: test cumulative updates in a staging environment before production deployment.
- Keep an inventory of customizations and third-party solutions; ensure compatibility before updates.
Performance & Monitoring
- Monitor health via Central Admin, ULS logs, and server metrics (CPU, memory, disk
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