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This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.
Core Collaboration in SharePoint 2010
SPTechConCambridge, MassachusettsOctober 2010Chris McNulty
Chris McNulty
SharePoint Practice Lead, KMA
• Working with SharePoint technologies since 2000/2001
• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
• Write and speak often on Microsoft information worker technologies (book out this month!)
• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar, colonial history,
photography• My family: Hayley, three kids (15, 6, 4) and my
dog Stan
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About KMA
o Full-service IT consulting firm established in 1995
o 28 employees: Partner, PM, Analyst, Developer, QA
o Industry expertise and focus: Professional Services, Life Sciences & Financial Services
o Microsoft technology focus:
• Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
• Working with SharePoint technologies since 2001
• Specialties in Collaboration: Portals, Communities and Content Management
Insight: Enterprise Search and Business Intelligence
Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
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Agenda
• Enterprise Knowledge Management• Document Centers and large document pool management• Managed Metadata and Taxonomy• Rules based Routing• Records Management• Customized Enterprise Search•
• Loose Collaboration – The New Network• Communities• Social tagging and rating• Undefined and implicit teams•
• Beyond the Desktop• SharePoint Workspace• InfoPath Forms Customization• Office Web Applications/Firefox• Mobility Clients• Multiuser Editing• Best Practices• All Together Now
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
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Sample: Multiuser CollaborativeGraphic Design in Windows
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Enterprise Knowledge Management
• Document Centers and large document pool management
• Managed Metadata and Taxonomy
• Rules based Routing
• Records Management
• Customized Enterprise Search
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Document Centers
• Optimized for about 500,000 documents
• Multiteam, document in process alongside finished documents
• Metadata-based navigation
• Permanent document IDs stay with a document for its entire lifecycle regardless of location
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Document Centers
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Managed Metadata
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Taxonomy
• Creating and managing terms and term sets
• Attaching to a library
• Taxonomy navigation
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Rules-based Routing
• Drop-off Library and Content Organizer
• Move content based on content type
• Move content based on metadata and properties
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Enterprise Records Management
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Customized Enterprise Search
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• Document Centers
• Multiuser Editing
• Managed Metadata and Taxonomy
• Routing
• Search
Demo
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Loose Collaboration –The New Network
• Communities
• Social tagging and rating
• Traditional, undefined and implicit teams
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SharePoint Communities
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Tagging and Rating
• Direct access to rate a document 1-5 stars
• User driven keywords/tags and ‘I Like It’
• Can also use formal, predefined taxonomies
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Undefined and implicit teams
• Discover teams through active selection of colleagues
• Discover teams through newsfeeds and activity streams
• Coalesce around tag profiles as storefronts to topic areas
• Discover new colleagues through tag and people search
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Demo
• Social Networking / Communities
• Tag Profile
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Beyond the Desktop
• SharePoint Workspace
• Office Web Applications/Firefox
• Mobility Clients
• Multiuser Editing
• All Together Now
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SharePoint Workspace 2010
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Client/Browser Technology
• Internet Explorer 7/8, Firefox and Safari are all supported.
• IE6 is not supported, so don’t defer that upgrade!
• Most other browsers are still supported for Internet configurations
• Office 2010 includes optimizations for the new platforms
• Offline Access– 2007: used Outlook 2007 and Groove
– SharePoint Workspace 2010 integrates offline documents and lists
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Office Web Applications
• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.
• Core viewing and reasonable edit functions
• Ribbon “Fluent” UI
• IE 7/8, Firefox, Safari
• Word
• Excel
• PowerPoint
• OneNote
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Mobility Clients
• Phone micro browsers
• Windows Mobile Workspace
• iPod / Mobile Safari for bigger screens
– What’s missing from the AppStore?
– SharePoint OWA is the only way to get Word, Excel, and PowerPoint on the iPod
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Multiuser editing
• Excel in OWA, not client
• Word/PowerPoint on client only if file opened from a shared document library
• OneNote client or OWA
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Collaboration Best Practices -Locations
• Where should we collaborate? • My Site is not “Our” Site• Shared Team sites offer a single place to collaborate with
multimodal access– Remote clients– Multibrowser– Social discovery
• Its SharePoint, (singular!) not ShareFuzzySetOfOverlappingLibrariesAndSites!
• Go beyond the firewall! Extranet with claims authentication to combine FBA and Windows Logins
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Collaboration Best Practices - Usage
• Asynchronous - Use the Feedback Workflow (2007 Aggregated Workflow SC Features)
• Synchronous – Use Multiedit/Multiedit View for Decentralized Workers
• Use Tags for Categories • Use Versioning for
Versions
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Collaboration Best Practices -Messaging
• Every time someone emails a document from a SharePoint library, God kills a tree!
• Email a link instead!
• (Apologies to Todd Klindt and Shane Young)
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All together now
Initial Collaboration
• Multiuser editing
• Work in SharePoint Workspace
• Work in OWA
Drop-off Library
• Send from Document Center and leave behind a link
• Look for PowerPoint Files
• Require a Department
Routing
• If Marketing Send to Home Page Library
• If Not Send to Presentation Archive
Retention
• Marketing Forever
• Others Three Months
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Resources - General
• From Microsoft:
– SharePoint 2010 site: http://sharepoint.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
• From KMA:
– Webinars, white papers, blogs: http://www.kma-llc.net
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• Questions?• Contact Me• Ask the Experts• Prizes!• Evaluations
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Thank you…
• Contact Details
– Email cmcnulty@kma-llc.net
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: http://twitter.com/cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty
– Live: KMWorld November 2010