SharePoint Admin Daily / Weekly / Monthly Activities
1 Managing and checking the overall server health and functionality
2 Monitoring SharePoint disk space usage through the built-in SharePoint reports for each site collection
3 Managing SharePoint permissions
4 Analyzing and reporting upon SharePoint usage and activity
5 Moving/copying sites
6 Supporting network load balancing needs and ensuring its correct operation (NLB)
7 Regular review of the events and messages reported in Event Viewer and Performance Monitor
8 Regular review, clean-up, management and configuration of SharePoint accounts and sites. This portion of the role will work closely with an Active Directory administrator if they are separated.
9 Regularly analyzing SharePoint content and storage
10 Monitoring SharePoint trends (e.g. site usage and growth, disk space usage and growth)
11 Setting up alerts and enforcing policies
12 Regularly auditing your SharePoint environment
13 Identifying and reporting governance violations
14 Checking for operating system, SQL Server and SharePoint patches and cumulative updates.
One-time / First-time Farm Activities
1. Determine general patch approach for applying patches
2. Windows O/S (Windows Update)
3. SQL Server (Service Packs)
4. Document the overall system architecture
5. Document the disaster recovery plan for data center, server, or document recovery
6. Determine search architecture (What is indexed?, how often?, etc.)
7. Determine design continuity (What templates are used for each area)
8. Determine best practices for creation of Sites, Site Collections, and content databases
9. Determine strategy for business intelligence in SharePoint (upon dashboards, where is
the data stored?, how is it presented?, etc.)
10. Create SharePoint Service Level Agreement
11. Create best practices document for taxonomies
12. Create best practices document on security configuration
13. Create SharePoint roles document
14. Determine who can access the site (internal only? customers?)
15. Determine how partners and users will navigate the sit
16. Determine the process to request a site
17. Determine the process to request access to sites
18. Create best practices document to explain how and when to publish a document to a
global audience (should they be PDFs?)
19. Create feedback and/or suggestion mechanism for site enhancements
20. Determine naming conventions
21. Develop process for FAQ (users and help desk)
22. Develop training process
Daily Activities
1. Review Windows Event Logs for high-priority issues
2. Review the SharePoint Logs for high-priority issues
3. Monitoring Third party tool, Services, web sites, applications
4. Tickets ,XIS Reports, Calls, Think about new PowerShell Script (Such as Automation , Monitoring tools)
5. Workflow task, web site permission issue , make daily To-do list , IIS Logs , UlS Logs, Think about innovation ideas.
6. Search about SharePoint Blogs , Article, Forums and utilizes resolved the issues.
Weekly Activities
1. Review Search Usage reports
2. Attempt searches upon typical end-user searches – verify they work properly
3. Verify Alerts are functioning properly
4. Enhance search through audit of Search patterns (implementation of noise words, best bets,
keywords, thesaurus entry, etc.)
5. Review and maintain current BI cubes and web parts (if applicable)
6. Audit server utilization (disk IO, disk space, CPU, etc.) and update baseline
7. Review past week questions and issues and update FAQ
8. Ensure off-site backup procedure working properly
Monthly Activities
1. Review overall server architecture based on current use
2. Audit individual server design (each server)
3. Review released patch list for Windows Operating System, SQL Server and SharePoint
4. Apply patches per the pre-defined patch approach
5. Review patches or maintenance to third-party controls (web parts, iFilters, etc.)
4. Review overall server architecture diagrams and documentation for updates and revisions
5. Review search architecture for new areas to index, crawl or exclude
6. Report on SharePoint uptime and SLA compliance
7. Review security hierarchy
8. Review new functions or sites deployed. Determine if training needs to be updated
9. Verify backups are valid and contain data
Quarterly Activities
1. Review company disaster recovery plan
Annual Activities
1. Exercise a company disaster recovery plan
2. Plan for upgrade: SQL, Windows, SharePoint 2016, PU, CU, Production end user cleanup task (site, dbs, uls, old user, ups cleanup task)
1 Managing and checking the overall server health and functionality
2 Monitoring SharePoint disk space usage through the built-in SharePoint reports for each site collection
3 Managing SharePoint permissions
4 Analyzing and reporting upon SharePoint usage and activity
5 Moving/copying sites
6 Supporting network load balancing needs and ensuring its correct operation (NLB)
7 Regular review of the events and messages reported in Event Viewer and Performance Monitor
8 Regular review, clean-up, management and configuration of SharePoint accounts and sites. This portion of the role will work closely with an Active Directory administrator if they are separated.
9 Regularly analyzing SharePoint content and storage
10 Monitoring SharePoint trends (e.g. site usage and growth, disk space usage and growth)
11 Setting up alerts and enforcing policies
12 Regularly auditing your SharePoint environment
13 Identifying and reporting governance violations
14 Checking for operating system, SQL Server and SharePoint patches and cumulative updates.
One-time / First-time Farm Activities
1. Determine general patch approach for applying patches
2. Windows O/S (Windows Update)
3. SQL Server (Service Packs)
4. Document the overall system architecture
5. Document the disaster recovery plan for data center, server, or document recovery
6. Determine search architecture (What is indexed?, how often?, etc.)
7. Determine design continuity (What templates are used for each area)
8. Determine best practices for creation of Sites, Site Collections, and content databases
9. Determine strategy for business intelligence in SharePoint (upon dashboards, where is
the data stored?, how is it presented?, etc.)
10. Create SharePoint Service Level Agreement
11. Create best practices document for taxonomies
12. Create best practices document on security configuration
13. Create SharePoint roles document
14. Determine who can access the site (internal only? customers?)
15. Determine how partners and users will navigate the sit
16. Determine the process to request a site
17. Determine the process to request access to sites
18. Create best practices document to explain how and when to publish a document to a
global audience (should they be PDFs?)
19. Create feedback and/or suggestion mechanism for site enhancements
20. Determine naming conventions
21. Develop process for FAQ (users and help desk)
22. Develop training process
Daily Activities
1. Review Windows Event Logs for high-priority issues
2. Review the SharePoint Logs for high-priority issues
3. Monitoring Third party tool, Services, web sites, applications
4. Tickets ,XIS Reports, Calls, Think about new PowerShell Script (Such as Automation , Monitoring tools)
5. Workflow task, web site permission issue , make daily To-do list , IIS Logs , UlS Logs, Think about innovation ideas.
6. Search about SharePoint Blogs , Article, Forums and utilizes resolved the issues.
Weekly Activities
1. Review Search Usage reports
2. Attempt searches upon typical end-user searches – verify they work properly
3. Verify Alerts are functioning properly
4. Enhance search through audit of Search patterns (implementation of noise words, best bets,
keywords, thesaurus entry, etc.)
5. Review and maintain current BI cubes and web parts (if applicable)
6. Audit server utilization (disk IO, disk space, CPU, etc.) and update baseline
7. Review past week questions and issues and update FAQ
8. Ensure off-site backup procedure working properly
Monthly Activities
1. Review overall server architecture based on current use
2. Audit individual server design (each server)
3. Review released patch list for Windows Operating System, SQL Server and SharePoint
4. Apply patches per the pre-defined patch approach
5. Review patches or maintenance to third-party controls (web parts, iFilters, etc.)
4. Review overall server architecture diagrams and documentation for updates and revisions
5. Review search architecture for new areas to index, crawl or exclude
6. Report on SharePoint uptime and SLA compliance
7. Review security hierarchy
8. Review new functions or sites deployed. Determine if training needs to be updated
9. Verify backups are valid and contain data
Quarterly Activities
1. Review company disaster recovery plan
Annual Activities
1. Exercise a company disaster recovery plan
2. Plan for upgrade: SQL, Windows, SharePoint 2016, PU, CU, Production end user cleanup task (site, dbs, uls, old user, ups cleanup task)
