Donald Donais January 8th, 2014 SharePoint 101 Wes Preston

User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

MNSPUG Sponsors Dedicated Sponsors Annual Sponsor Benchmark Learning (www.benchmarklearning.com) Avtex (www.avtex.com) Microsoft (www.microsoft.com) softwareOne (www.softwareone.com) SharePoint User Group Support Wrox Press (www.wrox.com) O’Reilly (www.oreilly.com)

Today’s Lunch Sponsor Products Include: Nintex Workflow Office 365 Nintex Forms Office 365 Nintex Workflow SharePoint Nintex Forms SharePoint Nintex Workflow Project Server Nintex Live Nintex Mobile Session begins around 11:50 and runs about one hour.

MN SharePoint Users Group Website SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information http://sharepointmn.com Email: sharepoint@sharepointmn.com

Social Networking Linked In group – The most interactive… includes job postings… Post Job Posting on the Jobs Discussion page http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG and #MNSPUG Yammer – Minnesota SharePoint Users Group https://www.yammer.com/mnspug/

Upcoming Schedule Next Meeting Ongoing Schedule February 12th 9:00 AM to 11:30 AM You Just Inherited a SharePoint Site! Submit Your Scenario to be Discussed During the Session - https://www.yammer.com/mnspug/ Microsoft Technology Center Check www.SharePointMN.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center - Edina

Local and Online Events Microsoft Webcast Calendar of Events https://msevents.microsoft.com/CUI/default.aspx?culture=en-US SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevada http://sharepointconference.com/ - SharePoint Saturday Twin Cities – April 5th 2014 , Normandale Community College, Bloomington http://www.spstc.com/ 24-Hour SharePoint Conference – April 16th 2014 , Only Available Online! https://www.sp24conf.com/SitePages/Home.aspx TechFuse 2014– April 22nd 2014 , Minneapolis Convention Center Anything Else?

Evaluations & Giveaways!

MNSPUG Extras

SharePoint News Updates to SharePoint 2013 Cumulative Updates Todd Klindt talks about changes for CU’s - http://bit.ly/1kpsxM1 SharePoint 2013 SP1 Release? Speculation around SPC 2014 (March 3-6) Microsoft Released Power BI pricing model E3/E4, Standalone, and Standalone with Office Pro Plus 2013 http://bit.ly/1czKiS7

Who Should You Be @Following? Marc D Anderson - MS MVP, ECM Strategist, Consultant and Developer @sympmarc Benjamin Niaulin - SharePoint MVP at ShareGate @bniaulin Joel Oleson - SharePoint, Office365, Yammer @joeloleson Marcy Kellar - SharePoint Solutions Architect, UX and Usability, SharePoint Branding, Social Strategy and Design @marcykellar

State of MNSPUG

Survey Results 36 Results Survey Looked At: Organization Sizes Version & Edition of SharePoint How is SharePoint Being Used Other Specifics About MNSPUG Meetings

Demographics – Organization Size

Demographics – SharePoint Version & Edition

Demographics – SharePoint Roles

How Are You Using SharePoint?

Presenter

Wes Preston SharePoint Consultant/Owner - TrecStone SharePoint MVP (since 2009) @idubbs http://www.idubbs.com/blog/

SharePoint 101 We aren’t going to cover anything in great detail… could spend hours on any one of these topics…

What is ‘SharePoint’ ? IT Industry segments: Content Management System (CMS) Document Management (DM) Records Management (RM) Enterprise Content Management (ECM) Gartner: Magic Quadrant for Enterprise Content Management http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb … but it’s not just for the ‘enterprise’. We’ll get into features later in the presentation

What is ‘SharePoint’ ? Actually refers to a number of products or technologies: SharePoint Online SharePoint Foundation SharePoint Server SharePoint Designer SkyDrive Pro (aka: SharePoint Workspace) … Yammer… Versions: Office 365, 2013, 2010, 2007, 2003, 2001

What is ‘SharePoint’ ? A web application A web site A collaboration tool A development platform A search engine And more… At it’s core, it’s a web app. Accessed primarily through the browser. It can be many things, which is both powerful and confusing to implementers, developers, users and executive sponsors. With all this it has a modular and scalable architecture… add components as they are needed

What is SharePoint? A web site – this is one template, out of the box… : Personalization – user name Search box Web parts / components Document libraries / lists Social – newsfeed, Share, Follow Sync offline

Why Implement SharePoint? It fills one or more functional gaps in your organization It can increase employee and organizational productivity w/o needing custom development* See survey results presented earlier for most common examples: Document management – team collaboration Content publishing - intranets Workflow – business process automation Project management - project sites What is your organization’s need? Don’t implement just because someone things you should be using SharePoint. Need a business reason.

Collaboration Team sites – SharePoint’s origin Hierarchical teams Cross-functional teams Project teams Secured location Documents Calendars/schedules and more… SharePoint was born out of team collaboration

Key Features – Content and Collaboration Document Libraries and Lists Document Sets SkyDrive Pro Office Integration Metadata Document ID’s Rich media Content Organizer References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx Now called ‘apps’ Views Alerts

Intranet / Portal Solutions Corporate intranet and portal sites Divisional portals Topical portals Document and Records Management Repositories Communication Platform for enterprise content and functionality Extranets

Key Features - Intranet Publishing Audience Targeting Design Manager Branding Rich Media Management References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx

Search Index and search SharePoint content Index and search file share and external system content People, profile, and expertise searching Find what you want, when you want it Build search-based solutions, not just global searches

Key Features – Search Search refiners Display Templates (2013) Content Search Web Part Phonetic name search Quick preview References: http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx

Business Process, Workflow, Digital Forms Replace manual business processes or steps with automated steps and flows Replace paper forms with digital forms Intake forms

Key Features – Forms and Workflow Content Types SharePoint Designer Workflows Workflow Manager Visio integration InfoPath (?) 3rd Party Vendors: Nintex and K2

Business Intelligence, Composite Apps, Dashboards aka: ‘Insights’ – Search, access, and shape internal and external data. BI Dashboards Excel Services Power Pivot Power View (Excel) Ad hoc Reporting KPIs SharePoint Designer (2010) Good example of ‘crawl, walk, run’ approaches…

Key Features – Business Intelligence, Composite Apps Business Connectivity Services (BCS) Performance Point Services Excel 2013 Visio Services SQL Server Analysis Services integration SQL Reporting Services integration

Social My Sites People Search Newsfeeds Blog template Tagging and Rating Yammer It’s about the content Buzzwords tend to ‘facebook’ functionality Benefits come from focusing on the content first My Sites – show sites you are a member of Activity feed ‘friends’ you are following Customize the fields that are visible, editable

Key Features – Social My Sites Yammer Taxonomy vs. ‘folksonomy’

Internet Solutions Public-facing internet sites for corporate marketing Blog / Wiki / informational site

Key Features - Internet Publishing Branding Anonymous access vs. personalization Check out the gallery at: http://www.topsharepoint.com/

Break

What Are The Challenges? SharePoint is complex – NOT a turnkey application Lack of available expertise or trained staff Lack of defined and followed governance Needs executive sponsorship Needs a vision / roadmap Poor user adoption How do you set proper expectations?

Crawl, Walk, Run The quickest way to failure with SharePoint as a platform is to try to do too much, too quickly. Understand the platform and effectively utilize out of the box capabilities Add more solutions, capabilities, users, etc. with a measured approach Use this as a guiding principle for your Governance Committee

Staffing for SharePoint No one has all the experience you need Your options: Already have the expertise Hire the expertise Grow the expertise Fill the gap with consulting, but aim to build your own staff… AIIM - SharePoint Deployment Success Infographic: http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ashx Staff for the solution you need: intranet, collaboration, social, etc…

Governance Planning, policies and approaches Not rules and limitations Have executive sponsorship Know how your organization will utilize SharePoint Reference – Best Buy: Set of principals that are constantly measured against Reference – Christian Buckley: http://www.metalogix.com/Blog/Blog-Article/14-01-07/Starting_Your_SharePoint_Governance_Strategy.aspx

Deployment Options Cloud Services Hosted servers On Premises Internal only External facing Hybrid Definition is evolving…

Development Platform Know what the out of box capabilities are before investing in customizations Extensive capabilities and object model accessibility Big shift from 2010 to 2013 -> introducing ‘Apps’ Workflow Manager Push for more client-side customizations and web standards: JavaScript (JSLink), JQuery, CSS Access Services? 

References Microsoft: What is SharePoint? http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx

Thanks to: Avi Sujeeth – Microsoft Raymond Mitchell – IW Space Sarah Haase – Best Buy

Thanks for coming! Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Today’s Presenters: Wes Preston Thanks for coming!