Meeting # 97 Welcome to the Minnesota SharePoint User Group January 9 th, 2013 SharePoint – Its So...

Meeting # 97http://sharepointmn.com

Welcome to the Minnesota SharePoint

User GroupJanuary 9th, 2013

SharePoint – Its So Easy Even a Caveman Can Do It!

Donald Donais

Donald Donais


Agenda

• Introductions• SharePoint Fundamentals• Break• SharePoint Fundamentals Continued• Wrap-up and Giveaways


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


MNSPUG Sponsors

Avtex (www.avtex.com)

Benchmark Learning (www.benchmarklearning.com)

Microsoft (www.microsoft.com)

Wrox Press (www.wrox.com)

O’Reilly (www.oreilly.com)

http://www.avtex.com/

http://www.newhorizonsmn.com/

http://www.microsoft.com/

http://www.wrox.com/

http://www.oreilly.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]

mailto:[email protected]

mailto:[email protected]


Social Networking• Linked In group – The most interactive… includes job postings…

o Post Job Posting on the Jobs Discussion page

o http://www.linkedin.com/groups?gid=1878792

• Twitter tags - @MNSPUG and #MNSPUG

http://www.linkedin.com/groups?gid=1878792


MNSPUG Sponsorship

• Two Opportunities to Sponsor• Annual Sponsorship ($2500 annually)

o Money Will Help Fund MNSPUG Eventso Annual Sponsorship will be Reviewed Yearlyo Cannot be in Direct Competition with Another Annual

Sponsoro Looking for:

• Microsoft SharePoint ISV• Microsoft Learning Provider• Microsoft Licensing Account Reseller

• Lunch Sponsorship


MNSPUG Sponsorship Continued

• Lunch Sponsorship ($500 for a lunch)o Sponsor a Lunch Event Following MNSPUG Evento This can be geared toward your specific SharePoint

product or capabilities


Upcoming Schedule• Next Meeting

o February 13th 9:00 AM to 11:30 AMo SharePoint 2013 – What you need to know!o Microsoft Technology Centero Check www.SharePointMN.com for updates!

• Ongoing Scheduleo 2nd Wednesday of every montho 9:00 to 11:30 amo Microsoft Technical Center - Edina

http://www.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 TechCon – March 3rd- 6th 2013 San Francisco, Californiahttp://www.sptechcon.com/SanFrancisco2013/

SharePoint Fest – March 18th – 20th 2013 Denver, Coloradohttp://www.sharepointfest.com/Denver/

Share Conference – April 10th – 12th 2013 Atlanta, Georgiahttp://www.sharepointfest.com/Denver/

SharePoint Saturday Twin Cities – May 18th, 2013 Normandale Community College, Bloomingtonhttp://sharepointsaturday.com/twincities

Anything Else?

http://www.microsoft.com/events/webcasts/calendar/monthview.aspx

http://www.microsoft.com/events/webcasts/calendar/monthview.aspx

http://sharepointshoptalk.blogspot.com/

http://sharepointshoptalk.blogspot.com/

http://sharepointmnlegal.com/

http://sharepointmnlegal.com/

http://www.shareposh.com/Pages/default.aspx

http://www.shareposh.com/Pages/default.aspx

http://www.sptechcon.com/SanFrancisco2013/

http://www.sharepointfest.com/Denver/

http://www.sharepointfest.com/Denver/

http://sharepointsaturday.com/twincities


Surveys & Giveaways!


Presenter


Donald Donais• SharePoint Consultant• Father & Drummer • @dondonais• http://talesfromitside.wordpress.com

Introductions

http://talesfromitside.wordpress.com/


SharePoint – General Overview


Why SharePoint?

Alternatives

Internal File Share

Communication

Email

Outside File Sharing

Manual Business Process

Manual Versioning


The Business Collaboration Platform for the Enterprise and the Web

Microsoft SharePoint

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Communities

Search

Sites

Composites

ContentInsights


• 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

SharePoint Key Concepts

Communities

Search

Sites

Composites

ContentInsights


• 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)

SharePoint Evolution


More SharePoint 2010…

High-End Search

NewEnterprise Client Access License (CAL)Standard Client Access License (CAL)

Intranet Internet/Extranet

New

New

New

Enabling Technologies


SharePoint Online

• Moving Towards Parity On-Premesis and Cloud• Features include Internet Sites and External Access


SharePoint-The Core of a Web Strategy

• Core Audiences• Intranet

• Internal employees • Extranet

• Customers• Partners

• Internet• External web users

Intranet

Extranet

Internet


How is SharePoint Used?


Caribou CoffeeCorporate Intranet


SureScriptsIntranet


Community Reinvestment FundProject (n)


ToroExtending the reach of communication and commerce


TennantInternet Website and Unified Communications


MicrosoftInternal and External Collaboration


Business Process Automation Workflow, Digital Forms, Collaboration


MediacomImproving the customer experience


CommunitiesEnterprise Social Collaboration


Business IntelligenceReporting, Analysis, and Performance Management


SearchFinding it Fast


SharePoint Core Features

SitesLists / LibrariesWeb PartsPages

Communities

Search

Sites

Composites

ContentInsights

AlertsVersioningMetadataWorkflowSecurity


Communities

Search

Sites

Composites

ContentInsights

SharePoint Foundation 2010

Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support

Blogs and Wikis

Business Connectivity ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS


Communities

Search

Sites

Composites

ContentInsights

SharePoint Server 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio & Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS


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

What are Sites?


SharePoint Sites FunctionalityFunctionality SharePoint Version

Physical Location within SharePoint 2007 & 2010

Navigation 2007 & 2010

Lists, Libraries, and Pages 2007 & 2010

Office Client Interaction 2007 & 2010

User Interface – Ribbon 2010

SharePoint Workspace 2010

SharePoint Mobile 2010

Office Web App Integration 2010

Standards Support 2010


• SharePoint Hierarchy Web Application Site Collection Subsites

• Lists vs. Libraries• Global vs. Local

Navigation• Recycle Bin

SharePoint Environment

SharePoint Farm

Web Application A Web Application B

Site Collection 1 SC 2 SC 3 SC 4

Site 1

Subsite 1 Subsite 2


• Publishing Content

Consumed by the Organization

• Collaboration Team, Project,

Departmental

Publishing vs. Collaboration


• Formerly in Word, Access, Excel, PowerPoint• Context Aware Menus

SharePoint Ribbon


• Take Lists and Libraries Offline

• Syncs Differences• Formerly Known as

Groove

Workspace


• Native Client for Windows Mobil Devices• Mobile SDK for Developing Custom Mobile Experiences

Mobile

SharePoint Workspace

Mobile


• 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

Office Integration


• Rich Experience in the Browser• Supports Co-Authoring of Office Client Documents• Cross Browser Support

Office Web Application


• SharePoint Environment• Navigation• Site Editing• Theming• Office Web Application• Co-Authoring

Demos


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

What are Communities?


SharePoint Communities FunctionalityFunctionality SharePoint Version

Collaboration Sites 2007 & 2010

Team Sites 2007 & 2010

Tagging, Tag Cloud & Ratings 2010

Social Bookmarking 2010

Blogs and Wikis 2007 & 2010

My Sites 2007 & 2010

Activity Feeds 2010

Profiles and Expertise 2007 & 2010

Organization Browser 2010


• Status Updates• Org Chart• Activities Feeds• Tags & Notes

My Sites and Profiles


• Tag Items with Keywords

• Rate List Items• Note Board

Tags, Notes & Ratings


• Similar to Other Blog Environments• Better Navigation for Wikis

Blogs & Wikis


• Tagging• Ratings• Blogging• Enterprise Wikis

Demos


Break Time!

Meeting # 97http://sharepointmn.comhttp://www.sharepointmn.com

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

What is Content?


SharePoint Content FunctionalityFunctionality SharePoint Version

Columns 2007 & 2010

Content Types 2007 & 2010

Enterprise Content Types 2010

Document Sets 2010

Records Center 2007 & 2010

Multi-Stage Disposition 2010

Audio & Video Content Type 2010

Web Content Publishing 2007 & 2010

Web Parts 2007 & 2010


• 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

Content Types


• 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

Columns (Metadata)


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


Metadata• Centrally Defined Taxonomy &

Terms• Now Available Across Site

Collections Content Types Site Columns

• Unique Document IDs• Metadata Navigation


• Surface Information Local Site Site Collection Across Web Application Outside of SharePoint Environment

• Dashboards• Different Web Parts Available

Depending Upon SharePoint & License Versions

Web Parts


Video Streaming• Media Web Part• Easily Add Video &

Audio• Upload or Find

Content Instead of Copy & Paste URLs


Document Routing – Content Organizer• Site Feature• Support Renaming and

Moving of Content Based on Content

Type/Properties• Rule Based Routing


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


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!)

What is Search?


SharePoint Search FunctionalityFunctionality SharePoint Version

Core Search Results 2007 & 2010

People Search Results 2007 & 2010

Keywords & Best Bets 2007 & 2010

Search Scopes 2007 & 2010

Social Relevance 2010

Phonetic Search 2010

Faceted Search 2010

FAST Integration 2010

Search Driven Applications 2007 & 2010


• 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

Keywords & Best Bets


• 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

Search Scopes


• Enterprise Feature• Used with

Knowledge Management

• User Profile Information Active

Directory SharePoint

Profile Pages

People Search


Wildcard Searching• Wildcard• Boolean

Search• Advanced


Improved Search Results• Search Result

Refinement or Facetted Search

• Related Searches• Previews/Thumbnails

(FAST Search)• Sort on Social

Distance/Relevance


Demos/Screenshots• Keywords & Best Bets• Search Scopes• Wildcard Search• Faceted Search


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

What are Insights?


SharePoint Insights FunctionalityFunctionality SharePoint Version

Excel Services 2007 & 2010

KPI’s 2007 & 2010

PerformancePoint Server/Services 2007 & 2010

Chart Web Part 2010

Visio Services 2010

Web Analytics 2010

SQL Server Integration 2007 & 2010

PowerPivot for SharePoint 2010


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


• 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)

KPI or Status List


• 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

Excel Services


Excel Services


• 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

Excel Services with PowerPivot


Excel Services and PowerPivot

Work with massive amounts of data

Self-service analysis delivered thru Excel 2010


• Visio 2010 Professional or Premium 2010• Build Diagrams Bound to Data• Display Diagrams within SharePoint 2010

Visio Services


Visio Services


• Create Dashboards, Scorecards, and KPI’s Used to Summarize Business Performance

• Drill-Down Analysis of Data• Business Users Capabilities

Monitoring Analyzing Reporting

Performance Point


Performance Point


• KPI/Status List• Excel Services• Visio Services

Demos


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

What are Composites?


SharePoint Composites Functionality

Functionality SharePoint Version

Business Data Connection (BDC)/Business Connectivity Services (BCS)

2007 & 2010

InfoPath Form Services 2007 & 2010

External Lists 2010

Workflow 2007 & 2010

SharePoint Designer 2007 & 2010

Visual Studio 2007 & 2010

RSS & REST 2007 & 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

Composites in 2010


• Upload SharePoint Solutions to Site Collection• Do Not Need Server or Farm Admin Rights• Limited Set of Code Access• Can be Restricted and Throttled

Sandbox Solutions


• 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

InfoPath & SharePoint


• InfoPath and Form Services

Demos/Screenshots


• Microsoft SharePoint 2010 http://sharepoint.microsoft.com/en-us/Pages/default.aspx

• SharePoint 2010 Forums http://

social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/threads • SharePoint 2010 Templates

http://talesfromitside.wordpress.com/2011/03/07/sharepoint-2010-templates/

• WSS Demo http://www.wssdemo.com/

• Nothing But SharePoint https://www.nothingbutsharepoint.com/

SharePoint Resources

http://sharepoint.microsoft.com/en-us/Pages/default.aspx

http://sharepoint.microsoft.com/en-us/Pages/default.aspx

http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/threads

http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/threads




http://www.wssdemo.com/

http://www.wssdemo.com/

https://www.nothingbutsharepoint.com/

https://www.nothingbutsharepoint.com/


Last But Not Least

• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenter:

o Donald Donais


Thanks for coming!

Meeting # 97 Welcome to the Minnesota SharePoint User Group January 9 th, 2013 SharePoint – Its So...

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