1. Donald Donais
January 8th, 2014
SharePoint 101
Wes Preston

2. 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

3. MNSPUG Sponsors Dedicated Sponsors Annual Sponsor
Benchmark Learning (
Avtex (
Microsoft (
softwareOne (
SharePoint User Group Support
Wrox Press ( O’Reilly (

4. 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.

5. 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

6. Social Networking
Linked In group – The most interactive… includes job postings…
Post Job Posting on the Jobs Discussion page
Twitter tags and #MNSPUG
Yammer – Minnesota SharePoint Users Group

7. 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 -
Microsoft Technology Center
Check for updates!
Ongoing Schedule
2nd Wednesday of every month
9:00 to 11:30 am
Microsoft Technical Center - Edina

8. Local and Online Events
Microsoft Webcast Calendar of Events
SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevada -
SharePoint Saturday Twin Cities – April 5th 2014 , Normandale Community College, Bloomington
24-Hour SharePoint Conference – April 16th 2014 , Only Available Online!
TechFuse 2014– April 22nd 2014 , Minneapolis Convention Center
Anything Else?

9. Evaluations & Giveaways!

10. MNSPUG Extras

11. SharePoint News Updates to SharePoint 2013 Cumulative Updates
Todd Klindt talks about changes for CU’s -
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

12. 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

13. State of MNSPUG

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

15. Demographics – Organization Size

16. Demographics – SharePoint Version & Edition

17. Demographics – SharePoint Roles

18. How Are You Using SharePoint?

19. Presenter

20. Wes Preston SharePoint Consultant/Owner - TrecStone
SharePoint MVP (since 2009)
@idubbs

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

22. 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
… but it’s not just for the ‘enterprise’.
We’ll get into features later in the presentation

23. 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

24. 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

25. 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

26. 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.

27. 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

28. Key Features – Content and Collaboration
Document Libraries and Lists
Document Sets
SkyDrive Pro
Office Integration
Metadata
Document ID’s
Rich media
Content Organizer
References:
Now called ‘apps’
Views
Alerts

29. 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

30. Key Features - Intranet
Publishing
Audience Targeting
Design Manager
Branding
Rich Media Management
References:

31. 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

32. Key Features – Search Search refiners Display Templates (2013)
Content Search Web Part
Phonetic name search
Quick preview
References:

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

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

35. 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…

36. 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

37. 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

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

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

40. Key Features - Internet
Publishing
Branding
Anonymous access vs. personalization
Check out the gallery at:

41. Break

42. 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?

43. 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

44. 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:
Staff for the solution you need: intranet, collaboration, social, etc…

45. 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:

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

47. 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 > introducing ‘Apps’
Workflow Manager
Push for more client-side customizations and web standards:
JavaScript (JSLink), JQuery, CSS
Access Services? 

48. References
Microsoft: What is SharePoint?

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

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