1. 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

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

3. 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

4. MNSPUG Sponsors
Avtex ( Benchmark Learning ( Microsoft ( Wrox Press ( O’Reilly (

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

7. 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

8. 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

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

10. Local and Online Events
Microsoft Webcast Calendar of Events
SharePoint ShopTalk (Online) – Every 11:30 AM
SharePoint Legal Users Group – 3rd 12:00 to 1:00 p.m.
SharePoSH – Online Virtual Event
SharePoint TechCon – March 3rd- 6th 2013 San Francisco, California
SharePoint Fest – March 18th – 20th 2013 Denver, Colorado
Share Conference – April 10th – 12th 2013 Atlanta, Georgia
SharePoint Saturday Twin Cities – May 18th, 2013 Normandale Community College, Bloomington
Anything Else?

11. Surveys & Giveaways!

12. Presenter

13. Introductions Donald Donais SharePoint Consultant Father & Drummer
@dondonais

14. SharePoint – General Overview

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

16. 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

17. 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

18. 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)

19. 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.

20. 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.

21. 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

22. How is SharePoint Used?

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

24. SureScripts
Intranet

25. Community Reinvestment Fund
Project (n)

26. Toro Extending the reach of communication and commerce
Internet website ( using SharePoint 2010
Mutli-lingual features

27. 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

28. 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

29. Business Process Automation
Workflow, Digital Forms, Collaboration

30. 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.

31. Communities
Enterprise Social Collaboration

32. Business Intelligence
Reporting, Analysis, and Performance Management

33. Search
Finding it Fast

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

35. 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

36. 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

37. Sites

38. 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

39. 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

40. 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

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

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

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

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

45. 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

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

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

48. Communities

49. 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

50. 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

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

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

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

54. Demos
Tagging
Ratings
Blogging
Enterprise Wikis

55. Break Time!

56. Content

57. 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

58. 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

59. 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

60. 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

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

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

63. 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

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

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

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

67. Search

68. 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!)

69. 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

70. 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

71. 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

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

73. Wildcard Searching
Wildcard
Boolean Search
Advanced

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

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

76. Insights

77. 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

78. 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

79. 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

80. 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)

81. 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

82. Excel Services

83. 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

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

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

86. Visio Services

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

88. Performance Point

89. Demos
KPI/Status List
Excel Services
Visio Services

90. Composites

91. 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

92. 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

93. 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

94. 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

95. 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

96. Demos/Screenshots
InfoPath and Form Services

97. SharePoint Resources Microsoft SharePoint 2010 SharePoint 2010 Forums
SharePoint 2010 Forums
SharePoint 2010 Templates
WSS Demo
Nothing But SharePoint

98. Please Fill Out Evaluations Drawings for Giveaways Today’s Presenter:
Last But Not Least
Please Fill Out Evaluations
Drawings for Giveaways
Today’s Presenter:
Donald Donais

99. Thanks for coming!