Teaching End User SharePoint Robert Bogue

Who am I? 9 Time Microsoft MVP Author of 22 books Editor of over 100 more books Architect – Developer – IT Professional – End User Advocate – Project Manager Internationally Renowned Speaker

The SharePoint Shepherd’s Guide for End Users: 2010 Content – Background Information – Decision Trees – 181 Tasks Available Forms – Book (available where books are sold) – Corporate Licenses (as SharePoint Tutor) available for deployment to your customer’s intranet.

The Psychology of Adoption and Engagement DVD format 2 hours and 21 minutes of content It’s the “thinking” about adoption (and engagement) Cost $ from Shepherd.com

Four Levels What is SharePoint and why do I care? Working with SharePoint Creating with SharePoint Administering SharePoint

Installations-Risks Grid Type of Installation Type of RiskInternetExtranetIntranetDoc Management Project Management CollaborationMini- App App Bad Expectations  Poor Terms Definition  Poor Understanding  No Compelling Reason  No Value Proposition  Tools Syndrome  No Launch  Poor Adoption  Politics  Culture 

What is SharePoint? Dessert Topping and Floor Wax Collaboration Tool Document Management Tool Data Management Tool Communications Tool Web Management Tool Search Tool

Dessert Topping and Floor Wax

Collaboration Tool We don’t mean “To conspire with the enemy” SharePoint makes it easy to – Share documents – Create tasks – Communicate – Find information

Document Management Tool Version Control – Major / Minor Versions – Check in / Check out Synchronization and Offline Support Metadata management

Data Management Tool Everything is a list – Tasks – Issues – Appointments – Contacts Items (in a list) can have attachments

Communications Tool Types of information – Announcements – News Stories Automatic Notification via – (Alert) – RSS Feed

Web Management Tool Wiki functionality for quick, collaborative web content Structured web content management for consistency Lists and libraries for data

Search Tool Full-Text Extensible Relevant – Tunable Multiple search interfaces

Working with SharePoint Lists Libraries Workflows Pages Working in Office / Outlook

Lots of Lists Announcements Appointments (Calendar) Contacts Custom Excel Issues Tasks

Differences between Excel and SharePoint Excel One editor per file* One sheet/table of data No attachments No structure Complex formulas No per-row version No required fields SharePoint One editor per item (row) Relationships between lists Items can have attachments Structured columns Simple formulas Per row versions Required fields Excel Services

List or Library? List when multiple attachments are involved Library for non- structured content + metadata

Folder or Metadata? No right answer! Folders to limit unique permissions Metadata for deep hierarchies Consider how users find the information

Workflow Progression Out of the Box Web User Interface Configuration Minimal Changes Declarative workflows SharePoint Designer Customize Extensive Changes / New Configurations Coded workflows Visual Studio 2010 Create Unlimited Changes Create Activities / Actions for use in other workflows Increasing Effort, Flexibility, and Difficulty Use the least expensive option possible

Pondering Pages Web Part Pages – Standard Formatting Publishing Pages – Defined Layouts – Metadata fields Wiki Pages – Unstructured content

Making the Page Decision

Integrating to Office Connect to Office Connect to Outlook Export to Excel Open with Access Working with SharePoint Workspace

Creating with SharePoint Views Versions Columns Content Types Web Parts Sites

Administering SharePoint Permissions Groups Themes Creating Templates Managing the Recycle Bin Sandbox Solutions

Next Steps Get a trial version of 50562A50562A Look at SharePoint Tutor at Contact us at to get our help!