SharePoint – Its So Easy Even a Caveman Can Do It! Donald Donais January 9th, 2013 SharePoint – Its So Easy Even a Caveman Can Do It! Donald Donais

Agenda Introductions SharePoint Fundamentals Break SharePoint Fundamentals Continued Wrap-up and Giveaways

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 Avtex (www.avtex.com) Benchmark Learning (www.benchmarklearning.com) Microsoft (www.microsoft.com) Wrox Press (www.wrox.com) O’Reilly (www.oreilly.com)

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

MNSPUG Sponsorship Two Opportunities to Sponsor Annual Sponsorship ($2500 annually) Money Will Help Fund MNSPUG Events Annual Sponsorship will be Reviewed Yearly Cannot be in Direct Competition with Another Annual Sponsor Looking for: Microsoft SharePoint ISV Microsoft Learning Provider Microsoft Licensing Account Reseller Lunch Sponsorship

MNSPUG Sponsorship Continued Lunch Sponsorship ($500 for a lunch) Sponsor a Lunch Event Following MNSPUG Event This can be geared toward your specific SharePoint product or capabilities

Upcoming Schedule Next Meeting Ongoing Schedule February 13th 9:00 AM to 11:30 AM SharePoint 2013 – What you need to know! 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 http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM http://sharepointshoptalk.blogspot.com/ SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m. http://sharepointmnlegal.com SharePoSH – Online Virtual Event http://www.shareposh.com/Pages/default.aspx SharePoint TechCon – March 3rd- 6th 2013 San Francisco, California http://www.sptechcon.com/SanFrancisco2013/ SharePoint Fest – March 18th – 20th 2013 Denver, Colorado http://www.sharepointfest.com/Denver/ Share Conference – April 10th – 12th 2013 Atlanta, Georgia SharePoint Saturday Twin Cities – May 18th, 2013 Normandale Community College, Bloomington http://sharepointsaturday.com/twincities Anything Else?

Surveys & Giveaways!

Presenter

Introductions Donald Donais SharePoint Consultant Father & Drummer @dondonais http://talesfromitside.wordpress.com

SharePoint – General Overview

Manual Business Process Why SharePoint? Alternatives Internal File Share Communication Email Outside File Sharing Manual Business Process Manual Versioning

Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web Communities Search Sites Composites Content Insights Connect and Empower People Cut Costs with a Unified Infrastructure Rapidly Respond to Business Needs

SharePoint Key Concepts Modular system Acts as a repository for storing and managing content (documents, web) Accessing content from other systems (data, web services) Provides a secure environment for users and content Can be customized / configured (layout, look and feel, functionality) to meet many different scenarios All accessed via a browser Communities Search Sites Composites Content Insights

SharePoint Evolution SharePoint Team Services SharePoint Portal Server 2001 Windows SharePoint Services 2.0 Microsoft SharePoint Portal Server 2003 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 Microsoft SharePoint Online 2007 (BPOS) Microsoft SharePoint Foundation 2010 Microsoft SharePoint Server 2010 Microsoft SharePoint Online 2010 (Office 365)

Microsoft SharePoint Conference 2009 4/21/2017 More SharePoint 2010… High-End Search New Enterprise Client Access License (CAL) Standard Client Access License (CAL) Intranet Internet/Extranet Enabling Technologies © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft SharePoint Conference 2009 4/21/2017 SharePoint Online Moving Towards Parity On-Premesis and Cloud Features include Internet Sites and External Access © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SharePoint-The Core of a Web Strategy Core Audiences Intranet Internal employees Extranet Customers Partners Internet External web users Intranet Extranet Internet 2007’s big innovation was making Internet possible 2010 allows you to do all of this on premise or in the cloud

How is SharePoint Used?

Caribou Coffee Corporate Intranet Corporate intranet for Caribou Coffee built on the SharePoint 2010 platform Employee communications

SureScripts Intranet

Community Reinvestment Fund Project (n)

Toro Extending the reach of communication and commerce Internet website (www.toro.com) using SharePoint 2010 Mutli-lingual features

Tennant Internet Website and Unified Communications Microsoft SharePoint 2010 and Microsoft UC deployments Internet website leveraging SharePoint with multi-lingual features to improve communications and drive leads Microsoft UC used to improve internal communications and collaboration

Microsoft Internal and External Collaboration Have worked for Microsoft over the years to develop SharePoint applications Developed global extranet tools leveraging SharePoint platform. Tools are in use by Microsoft partners all over the world. Also developed internal content repository for executive speech / presentation team leveraging SharePoint

Business Process Automation Workflow, Digital Forms, Collaboration

Mediacom Improving the customer experience Long term Avtex customer Consolidation of multiple contact centers leveraging Interactive Intelligence platform Recently deployed SharePoint in the contact center for agents to have consolidated view of information from systems.

Communities Enterprise Social Collaboration

Business Intelligence Reporting, Analysis, and Performance Management

Search Finding it Fast

SharePoint Core Features Communities Search Sites Composites Content Insights Sites Lists / Libraries Web Parts Pages Alerts Versioning Metadata Workflow Security

SharePoint Foundation 2010 Communities Search Sites Composites Content Insights Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Business Connectivity Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Blogs and Wikis

SharePoint Server 2010 Communities Search Sites Composites Content Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Communities Search Sites Composites Content Insights Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio & Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

Sites

What are Sites? The basic capabilities required to use SharePoint sites to engage employees, partners and customers in an effective manner, both inside and outside the firewall Business Use: Separation of content Departments, Projects, or Communication Increasing User Productivity One Stop for Organization Information

SharePoint Sites Functionality SharePoint Version Physical Location within SharePoint 2007 & 2010 Navigation Lists, Libraries, and Pages Office Client Interaction User Interface – Ribbon 2010 SharePoint Workspace SharePoint Mobile Office Web App Integration Standards Support

SharePoint Environment SharePoint Hierarchy Web Application Site Collection Subsites Lists vs. Libraries Global vs. Local Navigation Recycle Bin SharePoint Farm Web Application A Web Application B Site Collection 1 SC 2 SC 3 SC 4 Site 1 Subsite 1 Subsite 2

Publishing vs. Collaboration Content Consumed by the Organization Collaboration Team, Project, Departmental

SharePoint Ribbon Formerly in Word, Access, Excel, PowerPoint Context Aware Menus

Workspace Take Lists and Libraries Offline Syncs Differences Formerly Known as Groove SharePoint’s New Groove (I’m not saying it) -RM

Mobile Native Client for Windows Mobil Devices Mobile SDK for Developing Custom Mobile Experiences SharePoint Workspace Mobile

Office Integration Available Since SharePoint 2007 (MOSS) Started with: Outlook, Word, Excel, and PowerPoint Additionally InfoPath & Groove SharePoint 2010 Added Visio, Access, and OneNote Changed Experience with SharePoint Workspace Additional Add-In Office Web App

Office Web Application Rich Experience in the Browser Supports Co-Authoring of Office Client Documents Cross Browser Support

Demos SharePoint Environment Navigation Site Editing Theming Office Web Application Co-Authoring

Communities

What are Communities? The ability to easily access expertise and interact with other people in new and creative ways across the enterprise through both formal and informal networks Business Use: Knowledge or Resource Management Community within Organization Attracts Younger Tech Savvy Workers Communication to the Organization

SharePoint Communities Functionality SharePoint Version Collaboration Sites 2007 & 2010 Team Sites Tagging, Tag Cloud & Ratings 2010 Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Organization Browser

My Sites and Profiles Status Updates Org Chart Activities Feeds Tags & Notes

Tags, Notes & Ratings Tag Items with Keywords Rate List Items Note Board

Blogs & Wikis Similar to Other Blog Environments Better Navigation for Wikis

Demos Tagging Ratings Blogging Enterprise Wikis

Break Time!

Content http://www.sharepointmn.com

What is Content? The facilities for the creation, review, publication and disposal of content including conforming to defined compliance rules, whether the content exists as traditional documents or as Web pages. Business Use: Consistency of Content Find Information Faster and More Efficient Rich Browser Experience

SharePoint Content Functionality SharePoint Version Columns 2007 & 2010 Content Types Enterprise Content Types 2010 Document Sets Records Center Multi-Stage Disposition Audio & Video Content Type Web Content Publishing Web Parts

Content Types Everything Starts as a Content Type Wrapper for SharePoint Content Columns (Metadata) Document Template New, Edit, Display Forms Workflows Located at Site Level Automatically Inherited to Child Sites SharePoint 2010 Content Type Hub Content Types Across Site Collections

Columns (Metadata) a.k.a. Fields Site vs. Local Site Columns are Reusable Local Use at Point of Need Depending Upon SharePoint Version/License Type Different Options

Document Sets Manage Multiple Documents at Once Can be Managed as a Content Type

Metadata Centrally Defined Taxonomy & Terms Now Available Across Site Collections Content Types Site Columns Unique Document IDs Metadata Navigation

Web Parts Surface Information Local Site Site Collection Across Web Application Outside of SharePoint Environment Dashboards Different Web Parts Available Depending Upon SharePoint & License Versions

Video Streaming Media Web Part Easily Add Video & Audio Upload or Find Content Instead of Copy & Paste URLs

Document Routing – Content Organizer Site Feature Support Renaming and Moving of Content Based on Content Type/Properties Rule Based Routing

Demos Site vs. Local Columns Content Types Media Web Part Document Routing

Search

What is Search? With more content existing online and multiple people collaborating on such content, it is critical that people can quickly and easily locate relevant content across SharePoint lists, sites and external systems and data sources.    Business Uses: Targeted search of specific content Search drive applications – out of the box People Search (say no more!)

SharePoint Search Functionality SharePoint Version Core Search Results 2007 & 2010 People Search Results Keywords & Best Bets Search Scopes Social Relevance 2010 Phonetic Search Faceted Search FAST Integration Search Driven Applications

Keywords & Best Bets Used to Enhance Search Results Keyword is Defined and Includes: Synonyms Definition of Keyword Best Bet – Featured Location or Document Displayed Above Search Results Expiration is Available

Search Scopes Narrow a Search based on Content Sources or Topics Created Central Administration or Site Collection Administration Steps Include Create the Scope Add Rules Web Address Property Query Author = Jack Coleman All Content Behavior: Include, Require or Exclude

People Search Enterprise Feature Used with Knowledge Management User Profile Information Active Directory SharePoint Profile Pages

Wildcard Searching Wildcard Boolean Search Advanced

Improved Search Results Search Result Refinement or Facetted Search Related Searches Previews/Thumbnails (FAST Search) Sort on Social Distance/Relevance

Demos/Screenshots Keywords & Best Bets Search Scopes Wildcard Search Faceted Search

Insights http://www.sharepointmn.com

What are Insights? Information workers need the ability to not only rapidly deliver and share information that is critical to the success of the business but also to turn raw data into actionable conclusions and to drive business results through sharing data-driven analysis.   Business Use: Using known tools to display business information KPI’s and Dashboards

SharePoint Insights Functionality SharePoint Version Excel Services 2007 & 2010 KPI’s PerformancePoint Server/Services Chart Web Part 2010 Visio Services Web Analytics SQL Server Integration PowerPivot for SharePoint

Lots of Toys KPI or Status List Excel Services PowerPivot Visio Services PerformancePoint Chart Web Part Business Connectivity Services Two-way Updates SSRS Integration Access Services

KPI or Status List Key Performance Indicator (SP2007) or Status (SP2010) List Shows Actual Performance for a Goal SharePoint List Excel Services SQL Server Analysis Services (Cube) Manually Entered Information Web Parts to Display Info KPI List & KPI Details (SP2007) Status List & Indicator Details (SP2010)

Excel Services Using Authored Content from Excel Display within SharePoint Environment Users do not Need Excel to View Share Content with Multiple Users Viewing Based on SharePoint Permissions Publish Targeted Content

Excel Services

Excel Services with PowerPivot PowerPivot Add-In to Excel 2010 Users Can Interact with Large Data Sets Take Disparate Content and Connect PowerPivot for SharePoint PowerPivot Gallery to View from SharePoint

Excel Services and PowerPivot Self-service analysis delivered thru Excel 2010 Work with massive amounts of data

Visio Services Visio 2010 Professional or Premium 2010 Build Diagrams Bound to Data Display Diagrams within SharePoint 2010

Visio Services

Performance Point Create Dashboards, Scorecards, and KPI’s Used to Summarize Business Performance Drill-Down Analysis of Data Business Users Capabilities Monitoring Analyzing Reporting

Performance Point

Demos KPI/Status List Excel Services Visio Services

Composites http://www.sharepointmn.com

What are Composites? Business users of all roles need the ability to quickly create customized solutions without involving corporate IT in each request.   Business Use: No-Code Business Solutions Rapid Application Deployment

SharePoint Composites Functionality SharePoint Version Business Data Connection (BDC)/Business Connectivity Services (BCS) 2007 & 2010 InfoPath Form Services External Lists 2010 Workflow SharePoint Designer Visual Studio RSS & REST

Composites in 2010 Rapidly create no-code collaborative solutions: Browser-based customizations SharePoint Designer 2010 Out of the box workflows Forms Services Visio Services Access Services BCS and External Lists

Sandbox Solutions Upload SharePoint Solutions to Site Collection Do Not Need Server or Farm Admin Rights Limited Set of Code Access Can be Restricted and Throttled

InfoPath & SharePoint InfoPath – WYSIWYG Form Building Application SharePoint Form Libraries House InfoPath Content Type Content Type is an XML Based Document Unlike Word Templates, Forms Spawned Need Original Need InfoPath Client to Fill Out Form Office 2010 InfoPath Filler & Designer SharePoint Enterprise Form Services Display Form in Web Page SharePoint 2010 Customize Adding or Editing SharePoint Pages

Demos/Screenshots InfoPath and Form Services

SharePoint Resources Microsoft SharePoint 2010 SharePoint 2010 Forums http://sharepoint.microsoft.com/en-us/Pages/default.aspx SharePoint 2010 Forums http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/threads SharePoint 2010 Templates http://talesfromitside.wordpress.com/2011/03/07/sharepoint-2010-templates/ WSS Demo http://www.wssdemo.com/ Nothing But SharePoint https://www.nothingbutsharepoint.com/

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