Meeting # 103 Welcome to the Minnesota SharePoint User Group July 10 th, 2013 Become One with the...
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Transcript of Meeting # 103 Welcome to the Minnesota SharePoint User Group July 10 th, 2013 Become One with the...
Meeting # 103http://sharepointmn.com
Welcome to the Minnesota SharePoint
User Group
July 10th, 2013
Become One with the SharePoint Site, One Must!
Donald Donais
Donald Donais
Meeting # 103http://sharepointmn.com
Agenda
• Defining the SCA and SO Roles• Training• Working with End UsersBreak• Capabilities within SharePoint• Tools• Resources• Final Thoughts
Meeting # 103http://sharepointmn.com
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
Meeting # 103http://sharepointmn.com
MNSPUG Sponsors
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
Dedicated Sponsors
Avtex (www.avtex.com)
Microsoft (www.microsoft.com)
Annual SponsorBenchmark Learning (www.benchmarklearning.com)
SharePoint User Group Support
softwareOne(www.softwareone.com)
Meeting # 103http://sharepointmn.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: [email protected]
Meeting # 103http://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
Meeting # 103http://sharepointmn.com
Upcoming Schedule
• Next Meeting August 14th 9:00 AM to 11:30 AM Microsoft’s Business Intelligence Stack – Microsoft’s PJ Johnson Vendor Sponsored Lunch - Axceler 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
Meeting # 103http://sharepointmn.com
Local and Online EventsMicrosoft Webcast Calendar of Eventshttp://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AMhttp://sharepointshoptalk.blogspot.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.http://sharepointmnlegal.com
SharePoSH – Online Virtual Eventhttp://www.shareposh.com/Pages/default.aspx
SharePoint Tech Conference – August 11th – 14th , 2013 Sheraton Boston, Boston, MAhttp://sptechcon.com
SharePoint Saturday Twin Cities – October 12th, 2013 Normandale Community College, Bloomingtonhttp://www.spstc.com/
Anything Else?
Meeting # 103http://sharepointmn.com
MNSPUG Discounts
• SharePoint Tech Conference August 2013 Save Extra $200 by using Code Word SPUG
• O’Reilly Publishing User Group Members receive a %35 discount on Wiley ebooks Code DSUG35
Meeting # 103http://sharepointmn.com
Evaluations & Giveaways!
Meeting # 103http://sharepointmn.com
Presenter
Meeting # 103http://sharepointmn.com
Donald Donais• SharePoint Consultant• Father & Drummer • @dondonais• http://talesfromitside.wordpress.com
Introductions
Meeting # 103http://sharepointmn.com
Defining Site Collection Admin and Site Owner Roles
Meeting # 103http://sharepointmn.com
SharePoint Perspective• Full Control within the Site Collection• Adjust settings within the Site Collection• View, Add, Delete and Change all Content within sites in Site Collection• Modify Permissions within Site Collection
Business Perspective• Typically from IT/Very Knowledgeable Business User• Understands Organizations Governance and Helps Implement• Help to Promote Collaboration Tools to Site Collection (Depending Upon Size
of Org.)• Has Access to All Content within Site Collection (?)
Site Collection Administrator Defined
Meeting # 103http://sharepointmn.com
SharePoint Perspective• Full Control within the Site and Sub-sites• Adjust settings within the Site and Sub-sites• View, Add, Delete and Change all Content within Site and Sub-sites• Modify Permissions within Site and Sub-sites
Business Perspective• Business User Embedded in Department• Understands the Department Content and Processes• Ensuring Site Content is Managed Properly Over Time• Focus of Implementing Business Focused Solutions• Help Train the End Users• Help When Requesting Permissions
Site Owner Defined
Meeting # 103http://sharepointmn.com
List Permissions• Manage Lists• Override List Behaviors• Add, Edit, Delete, View, Approve, Open Items• View and Delete Versions• Create Alerts• View Application PagesSite Permissions• Manage Permissions• View Web Analytics Data• Create Subsites• Manage Web Site• Add and Customize Pages• Apply Themes and Borders
What does Full Control Mean?
• Apply Style Sheets• Create Groups• Browse Directories• Use Self-Service Site Creation• View Pages• Enumerate Permissions• Browse User Info• Manage Alerts• Use Remote Interfaces• Use Client Integration Features• OpenPersonal Permissions• Edit Personal User Information• Manage Personal Views, Web Parts
Meeting # 103http://sharepointmn.com
• Dichotomy Between OOB Capabilities and Organizations Governance for Site Owner
OOB Capabilities and Governance – Site Owner
OOB Governance
No Themes and Branding
No Permissions
No Site or Subsite Creation
No SharePoint Designer
Themes and Branding
Permissions
Site or Subsite Creation
SharePoint Designer
Meeting # 103http://sharepointmn.com
List Permissions• Manage Lists• Override List Behaviors• Add, Edit, Delete, View, Approve, Open Items• View and Delete Versions• Create Alerts• View Application PagesSite Permissions• Manage Permissions• View Web Analytics Data• Create Subsites• Manage Web Site• Add and Customize Pages• Apply Themes and Borders
What does adjusted Full Control Mean?
• Apply Style Sheets• Create Groups• Browse Directories• Use Self-Service Site Creation• View Pages• Enumerate Permissions• Browse User Info• Manage Alerts• Use Remote Interfaces• Use Client Integration Features• OpenPersonal Permissions• Edit Personal User Information• Manage Personal Views, Web Parts
Meeting # 103http://sharepointmn.com
Factors When Deciding Site Owner Capabilities• Amount of Effective Training Available• Overall Support for Site Owners – SharePoint BA’s Available?• What is their Time Allocation for SharePoint?• What can the Group Handle – Honestly?
Determining Site Owner Capabilities - Governance
Meeting # 103http://sharepointmn.com
Training
Meeting # 103http://sharepointmn.com
Factors When Training
• Training Modalities Classroom Hands On On Line (Instructor Lead) Hands On On Demand Video Lunch and Learns
• Training Levels to Account for General SharePoint Training Organization SharePoint Training Departmental/Project SharePoint Training
Meeting # 103http://sharepointmn.com
SharePoint Site Owner & Site Collection Admin Objectives• Creating SharePoint objects within and below their site• Create or upload new content into SharePoint• Utilize content manage features within SharePoint• Manage SharePoint Permissions• Understand how to use Office with SharePoint• Manage SharePoint Site or Site Collection features• Understand and Configure SharePoint Web Parts• Understand and Configure SharePoint Built in Workflows• Understand My Sites
Meeting # 103http://sharepointmn.com
Considerations When Training
• Many Training Providers Can General Classes not customized to your organization Governance Can do Customize Training ($$) On Site Training In Your Environment ($$$)
• Site Owners Playground Create Separate Branded Site Collection Use My Site Content Areas
• Breakdown Content Into Smaller Segments Beginning, Intermediate and Advanced Topics Give Opportunities to Take Class and Refresher If Needed
Meeting # 103http://sharepointmn.com
Training Resources
• Create a Resource Area• Record the Training Sessions and Post
in Resource Area• Productivity Hub
SharePoint 2010 - http://bit.ly/15vlEPy
SharePoint 2007 - http://bit.ly/1dgNBvr
• Microsoft Online Help Training Courses (All Versions) -
http://bit.ly/13KUple Office Support Search -
http://bit.ly/oVLEG9
Meeting # 103http://sharepointmn.com
Additional Training Options
• InfoPath – Custom Form Design• SharePoint Designer – Custom Web Part and Workflow Designer• Visio – Data Connections and Diagram Creation• Excel – Graphs, PowerPivot, PowerView• Access – Access Basics
Meeting # 103http://sharepointmn.com
Working with End Users
Meeting # 103http://sharepointmn.com
Who is an End User?
• SharePoint Site Users Departmental Employees Project Members A.K.A. – Content Owners
• Have Contribute Permissions Add, Edit, Delete, View, Open Items Manage Versions Create Alerts
Meeting # 103http://sharepointmn.com
End User Adoption
• There Is One Inherit Truth about SharePoint End Users
They Do Not Care About SharePoint!
Meeting # 103http://sharepointmn.com
End User Adoption
• Business Productivity – Very Important Same Time Streamline a given Process Give Them “Quick Wins”
• Make Sure To Not Hit Them Over the Head Multiple Features Introduced Simultaneously Multiple New SharePoint Solutions
• Make Sure to Listen to their Needs What is the Pain Point and how to solve the issue
Meeting # 103http://sharepointmn.com
End User Training
• Site Owners Can Identify Power Users to Help Train• Train to Help Introduce New Features Being Released• Hands on Experience always trumps Lecture Style Training• Keeping to Out of the Box Solutions Minimizes Training Need• Make Sure to Have Follow-Up Content Available
Create Productivity Hub Roadmap of Content Make Available Recorded Versions of Trainings
Meeting # 103http://sharepointmn.com
End User Training Objectives
• Navigate Around the SharePoint Environment• Create or upload new content• Utilize content manage features • Making the most out of SharePoint and Office Integration• Utilize social networking features
Meeting # 103http://sharepointmn.com
Break
Meeting # 103http://sharepointmn.com
Capabilities within SharePoint
Meeting # 103http://sharepointmn.com
Site Owner Capabilities
• Primarily Centered Around Site Creation List and Library Creation and Modification Site Content Types Site Columns Navigation Site User Alerts Site Features
• Axillary Capabilities Term Store Management Site Usage/Web Analytics
Meeting # 103http://sharepointmn.com
Site Collection Administration Capabilities
• All SCA Capabilities are Found at Top Level Site• Primarily Centered Around
Site Collection Site Content Types Site Collection Site Columns Overall Master Page and Page Layouts Search Settings Audit Logs and Reports Site Collection Features SharePoint Designer Settings
Axillary Capabilities Usage, Storage Metrics/Site Collection Web Analytics
Meeting # 103http://sharepointmn.com
Demo
• Site Owner and Site Collection Administration Capabilities
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Tools
Meeting # 103http://sharepointmn.com
SharePoint Related Tools
• SharePoint Designer 2007-2013 versions SPD Version = SharePoint Version Enhanced Features Around Web Parts Customizations and
Complex Workflows• InfoPath
2007 – 2013 versions Create Web Based Forms (tied to Enterprise Version) SharePoint 2010 and 2013 can Modify Edit and Entry Forms Information Can be Submitted and Retrieved from SharePoint Rules/Conditions/Views – Display Different Information
Meeting # 103http://sharepointmn.com
SharePoint Related Tools Continued
• Access Services (2010 and 2013 Enterprise) Add Access Database into SharePoint Access 2010 or 2013 used to Create or Modify Can also Create within SharePoint Need to have Landing Page
**Important to Note for SharePoint 2013 Access Services This Feature Requires SQL 2012 Access Services will create an Accompanying SQL Database
• Visio Services (2010 and 2013 Enterprise) Create Visio Diagram and Connect to SharePoint or Database
Content Transform Diagram into interactive Web diagram
Meeting # 103http://sharepointmn.com
Other Tools
• SharePoint 2010 Generator – Creates .thmx http://bit.ly/12XFWAr
• SharePoint 2013 Color Palette Tool – Create .spcolor http://bit.ly/12XSROn
• Harmon.ie for Outlook Application http://bit.ly/15dh1rk
• Axceler ViewPoint for SharePoint http://bit.ly/1aa95u4
Meeting # 103http://sharepointmn.com
Demo
• Modify List with InfoPath• Axceler ViewPoint Demo
Meeting # 103http://sharepointmn.com
Resources
Meeting # 103http://sharepointmn.com
SharePoint Users Groups
• External Users Groups MNSPUG or Legal Users Group
• Internal Users Group Organize Internal Users Group Meet Regularly Have Members Present About their Sites Open Forums to Help Network
Meeting # 103http://sharepointmn.com
Websites
• Nothing But SharePoint https://www.nothingbutsharepoint.com/
• SharePoint Community http://sharepoint-community.net/
• Wesley Preston Blog Site http://www.idubbs.com/blog/
• Sarah Haase Blog Site http://sarahlhaase.wordpress.com/
Meeting # 103http://sharepointmn.com
Final Things to Remember
• When working with web parts Delete a Web Part on the page, do not ever close! ?contents=1 (access Web Part Maintenance Page)
• When in doubt use Out of the Box first and then a Tool if needed• When Creating Sites will need
User Friendly and URL Friendly• When Creating Lists, Libraries, Columns, Content Types
Use URL Friendly Modify after being created
Whenever possible DO NOT USE FOLDERS (A.K.A REPLICATE THE FILE SHARE)!
Meeting # 103http://sharepointmn.com
Last But Not Least
• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenter:
Donald Donais
Meeting # 103http://sharepointmn.com
Thanks for coming!