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Practical Tools and Techniques for the SharePoint Business Analyst &Information Architect

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Facilitated By: Richard Harbridge

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Who am I?

BostonWe Washington

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SPTechConThe SharePoint Technology Conference

SPTechConThe SharePoint Technology Conference

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Special Mention…

Ruven Gotz

@ruveng

spinsiders.com/ruveng

ruveng@navantis.com

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What We Will (Try To) Cover Today:

1. Why is SharePoint IA so difficult?2. Visualizing and Communicating SharePoint Concepts3. Information Architecture Tips and Tricks

This deck is already up on slideshare – and even larger decks can be found online at http://www.PracticalIntranet.com

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Why is SharePoint BA/IA so difficult?

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SharePoint is huge…

Communities

Search

Sites

Composites

ContentInsights

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The people stuff is complex…

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It started out simple

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Then it grew

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Then it got TOTALLY out of control!!

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Decision Makers Cant Seem To Agree…

Not as much as a kitten picture rotator!

We need a records management solution!

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The CFO Watches Costs Increase

Actually that requires a third party product..

Easy! Just need to customize one thing…

That requires enterprise CALs…

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IT Services Can’t Support The Flood Of New Requests

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Shared UnderstandingOf Objectives

#SPFest @RHarbridgeConcept Courtesy of Andrew Jolly

1 2

34

5

6 7 8 910

Abundance Of Helpful Data1. Area Map2. Our Direction3. Our Route4. Points Of Interest5. Our Route Risks6. Upcoming Action7. Distance/Time To Goal8. Estimated Duration9. Current Speed/Limit10. Current Road

The Destination Matters

What If We Haven’t Identified Our Destination/Goal?

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Identifying Our Objectives

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Abstract Objectives (Platitudes)

These are not good objectives!

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In Canada we learn this right after hockey appreciation in grade school.

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We would like to automate and improve our

‘paper based’ ‘legal’ ‘contract mngmt’’

‘contract rview’ processes. Specifically we would

like to ‘imprv request rspnse time’ by…

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Legal Contract Solutions

• Contract Review Workflow• Request Contract Review Form• Integration with ClientDB• Client Contracts Site

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Prioritizing Objectives Requires Understanding Value And Difficulty

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The Simplest Prioritization Formula Ever…

Estimated Value

Estimated Difficulty

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Prioritization Example I have a difficult solution. It’s an 8 in difficulty (out of 10).

I have an easy solution. It’s a 2 in difficulty (out of 10).

The expected value of the difficult solution is 4 (out of 10).

The expected value of the easy solution is 6 (out of 10).

Estimated ValueEstimated Difficulty

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Prioritize and Plan S.M.A.R.T. Objectives

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The Right ApproachTo Achieving Objectives

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What is the best approach to use when working with SharePoint?

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ITERATIVE APPROACH

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Why Iterative? SharePoint is a very large platform. It takes time to understand SharePoint. SharePoint is great for rapid prototyping,

and for proof of concept work. It ensures there is enough time to

review, adjust, and communicate.

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How people think it works…

Image from Paul Culmsee

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How it really works…

Image from Paul Culmsee

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SharePoint is not a Silver Bullet…

SharePoint is not a Silver Bullet at NothingButSharePoint.com

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Utilized by Business Users to develop and implement business solutions that use technology without IT’s direct involvement.

Our primary unified application delivery platform.

Our primary workflow/business process automation platform.

Our intranet and communication center for internal corporate communications.

…

SharePoint will be…

Our (external) web content management platform.

Our primary document management platform.

Our contact management platform.

…

SharePoint will not be…

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Foundation

Standard

Enterprise

SharePoint has Multiple Options

2007

2010

Online

On Site

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It’s Big Ecosystem

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Implemented LegalContracts Solution!

Have we achieved our objective?

Implemented SharePoint!

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A Lesson Courtesy Of The Mars Rover

Primary among the mission's scientific goals is to search for and characterize a wide range of rocks and soils that hold clues to past water activity on Mars.

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

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Launch Minded People Think…

Pre Launch Launch

Don’t blow up!

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Pre Launch Launch Flight Landing

Post Launch People Think…Have we succeeded in gaining adoption?

Have we achieved our objectives?

What are our objectives?

How will we achieve them?

Don’t blow up!

What feedback are we getting?

How should we adjust our trajectory?

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Back to our friend the Mars Rover…

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Have We Achieved Our Goal?

Concept Courtesy of Andrew Jolly

Achieved Primary Objective

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How Important Was Launch?

Concept Courtesy of Andrew Jolly

Launch

How many people understood how much was involved in planning for launch?

How many people understood how much was involved after launch?

Post Launch

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Requirements Definition and Mapping

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What makes something a requirement?

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We can do that for $10

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We can do that for $1 Million

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The Power Of Zero $$ Change Orders

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SharePoint chicken & egg problem

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DON’T demo SharePoint

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Understand Their Workload & Identify Challenges

Communities

Search

Sites

Composites

ContentInsights

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OK to demo SharePoint

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Simple Scenarios Are Your Best Friend

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When To Demo SharePoint When you need help scoping requirements and

managing expectations. When you need help building awareness. When validating requirements and solution approaches. When you want to get people excited!

When Not To Demo SharePoint When you haven’t identified any of the audiences needs. When you aren’t familiar with the tool/feature set being

demonstrated.

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How do you scale this?

Send a questionnaire/survey before/after…

You have three primary goals:• Get people excited enough to respond in the

survey/questionnaire.• Evangelize a better way of doing things.• Better understand people’s needs/pain points.

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Visualizing and Communicating IA Concepts

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Adapted from the “pea soup” story by Serge Tremblay

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What is our Base Metaphorfor files?

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What if we saw this?

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Better…

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Solve with folders

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Hire an intern

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This is metadata!

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The #1 rule of SharePoint?

Never use folders

Except when it makes sense

ever

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Folders for Security

Permissions assigned per folder

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Customer Type• Lab• Hospital• Clinic• Mobile

Sector• Private• Public

Size• Large• Medium• Small

Location• Urban• Rural

University• Yes• No

Metadata

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Adding Metadata (when uploading)

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A SharePoint Simulation

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What are content types?

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Name _________Emp. # _________Date _________

Dates Requested:From __________To: __________

Manager ________Approved Y/N

Name _________Emp. # _________Date _________

Dates Requested:From __________To: __________

Manager ________Approved Y/N

Name _________Emp. # _________Date _________

Drug Used:Name __________Cost: $ _________

Manager ________Approved Y/N

Name _________Emp. # _________Date _________

Drug Used:Name __________Cost: $ _________

Manager ________Approved Y/N

Vacation Request

Drug Reimbursement

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Both Content Types in One Library

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Content Types for:

Workflow,

Policy,Security

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Tools For TheInformation Architect

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Mind Mapping Demonstration

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Navigation workshops

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Navigational Map

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Navigation Systems• Global navigation• Local navigation• Breadcrumbs/Up One Level Control• Contextual navigation• Supplemental navigation– Sitemap

– A-Z Index

– Guides

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IBIS mapping demonstration

http://www.cognexus.org/

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What is Card Sorting?

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“Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.” - Donna Spencer

http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0

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Why use Card Sorting?• Card sorting can help you identify trends– Do the users want to see the information grouped

by subject, process, business group, or information type?

– How similar are the needs of the different user groups?

– How many potential main categories are there?• What should those groups be called?

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Types of Card Sorting• Open Card Sorting– Participants are given cards showing site content

with no pre-established groupings.

• Closed Card Sorting– Participants are given cards showing site content

with an established initial set of primary groups.

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Open card sorting process

Ford

Ferrari

Rolls RoyceHonda

Snake

Gerbil

Mouse

Dog

Cat

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Results

Ford

Ferrari

Rolls RoyceHonda

Snake

Gerbil

Mouse

Dog

Cat

PetsCars

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But not always what you expect

Ford Ferrari

Rolls Royce

Honda

SnakeGerbil

Mouse

Dog

Cat

ScaryCute Domestic European

Japanese

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But not always what you expect

FordFerrari

Rolls RoyceHonda

Snake

Gerbil

Mouse

Dog

Cat

LuxuryAnimals Regular

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Analysis

http://www.boxesandarrows.com/view/analyzing_card_sort_results_with_a_spreadsheet_template

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Advantages of Card Sorting• Simple• Cheap• Quick to execute• Established• Involves users• Provides a good foundation

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Disadvantages of Sorting• Does not consider users’ tasks• Results may vary • Analysis can be time consuming• May capture “surface” characteristics only

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Document inventory workshops

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Analyze Existing Content• What type of content is it?

• How is the content organized today?

• What is the purpose of the content?

• Who is the author of the content?

• What format is the content in?

• Who uses the content?

• Where is the content currently located?

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Use Survey Tools!

Compiling results from 20 to 50 participants using excel sheets/hand outs can be painful.

If you expect many responses use a survey tool instead.

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The Inventory Worksheet

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Build Mind Map (based on inventory worksheet)

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Wireframing, andProcess Mapping

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Wireframing Workshops

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Balsamiq

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Common Intranet ComponentsComponent Name PurposeMessage from the President/Owner/Founder InformativeNews and Announcements InformativeBlog Updates InformativeWiki Updates InformativeSystem Status InformativeUpcoming Events/Calendar InformativeNew Hires/Arrivals InformativeEmployee Anniversaries/Milestones/Years of Service InformativeRecent Departures/Retirements InformativeVideos InformativePhotos InformativePodcasts InformativeStock Quotes InformativeStock Chart? InformativeWeather InformativeWorld Clocks/Office Time InformativeEmployee Spotlight InformativeContacts InformativeRecent Discussions InformativeQuick Links/Shortcuts/ NavigationSite Map NavigationTag Cloud NavigationSearch Box (Employee Search, Intranet Search, Etc) NavigationPolls FeedbackProvide Feedback Feedback

Component Name PurposeEmail This Page SharingPrint This Page SharingSearch Tips InformativeNew Job Openings/Postings InformativeQuick Start to Services NavigationHow do I/Training/Learning Materials InformativeAdvertisements InformativeNew Messages/Notes InformativeAvailability Dashboard InformativeUpcoming Calls/Web Meetings InformativeRecent Questions and Recent Answers InformativeCommunity Spotlight/Highlight InformativeSite/Department/Team Spotlight/Highlight InformativeInspiring Quote InformativeHighlighted/Urgent/Past Due Tasks InformativeMost Viewed Content InformativeMost Recently Contributed Content InformativeRecently Added Projects InformativeSurvey FeedbackBookmarked Content InformativeTop Searches InformativeDiscounts (Organizational for Retail) InformativeSales Goals InformativeVisitors/People Out Of Office InformativePhone List Informative

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Balsamiq DEMO

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Business Process Workshops

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Visio 2010 Demo

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Common Intranet Processes• Absence Reporting and Vacation Scheduling• Expense Reimbursement• Equipment and Room Reservation and Management• Meeting Planning and Management• Policy Review and Approval• Booking Travel• Interview Management and Hiring Processes• Training Sign Up and Management• Event Planning• Change Request Management• Timecard/Time Tracking• Product Planning• Help Desk Ticket Management• Compliance Support• Contacts Management• Inventory Tracking• Lending Tracking• Sales Lead Pipeline

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Roadmap

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Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridge Blog: http://www.RHarbridge.comEmail: Richard@RHarbridge.com

Slides & SharePoint Resource Kit Available At: http://Learning.AllinConsulting.com/ILTA

How Do You Ensure Success?Shared Understanding and Value Lead To Shared Commitment…

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MakingInformation Architecture

Decisions

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The Importance of Making Good Information Architecture Decisions

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Governance and IA?

Home Page

Functional Areas

Department Site – “Public”

Department Team Site – “Private”

Project/Initiative Team Sites

Personal Sites– My Sites

“PUBLIC” SITES: Open to all employees

TEAM SITES: Generally open to team members

Tightly controlled,

formal governance

Looser control, less formal governance

Some control, some formal governance

“PRIVATE” SITES: Open to business group members

Animated Slide Provider: Susan Hanley

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Recommended Approach

#SPFest @RHarbridge

Incorporate Feedback PlanningCouldn’t Find What You Were Looking For? Let Us Know (On Search Pages)

Do You Like The New Homepage Design? Click I Like It or Leave A Note!(Simple front end code/webparts means users don’t even have to go to the ribbon.)

Intranet Design or Improvement Contests

Want More? Give Users a Bookmark Feature and Analyze User BookmarksBlog New Features/Changes

and Encourage Comments

Provide Feedback Button & Custom List

How about a site review process where you encourage feedback?

#SPFest @RHarbridge

SharePoint Containment Hierarchy

Documents, Items and Pages

Folders and Document Sets

Libraries and Lists

Sites

Site Collections

Databases

Web Applications

Servers

Farm

What we care about from an information architecture perspective.

#SPFest @RHarbridge

SharePoint Containment Hierarchy

Metadata

ItemDocuments, Events, Pages, Custom Item, Image, etc.

Folders and Document Sets

ListsDoc Libraries, Pages, Calendars, Discussions, Surveys, etc.

SitesTeam Sites, Publishing Sites, Meeting Workspaces, etc.

Site Collections

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Site Collection or Site (Subsite)?

OR

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Site Collection

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Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

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When To Use A Site Collection

Site Collection 1 Site Collection 2

Webparts &Aggregation

Webparts &Aggregation

Masterpages &Page Layouts

Masterpages &Page Layouts

Search Across Site Collection Boundaries

Navigation Navigation

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When To Use A Site Collection

Group A

Group B

Group C

Collection Admin A

Collection Admin B

Group Y

Group Z

Collection Admin Y

Collection Admin Z

Site Collection 1 Site Collection 2

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Purpose of a List?• To Replace Excel

Spreadsheets

• To Track Complex Input From Multiple People

• To Centralize Storage and Retrieval of Content

• To Provide Validation, Easy To Use Online Forms

• To Reduce Duplication of Effort

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One List or Multiple Lists?

OR

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When To Use a Single List• You want to simplify viewing the same set of

items. (When dispersed across many lists it requires additional effort to aggregate the lists).

• You want to search for items in the same location.(When dispersed across many lists it requires additional effort to configure search scopes).

• You want to easily apply consistent versioning, approval, metadata or form settings.

• You want to receive consolidated updates on the collection of items (alerts or RSS).

#SPFest @RHarbridge

When To Use Multiple Lists• You don’t expect people to need summaries of

the items together.(When dispersed across many lists it requires additional effort to aggregate the lists).

• You need to apply different versioning, approval, metadata, or form settings.

• You want to distribute management of versioning, metadata, workflows or form settings.

• You do not need to receive consolidated updates (alerts or RSS).

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Advanced Uses Of Lists

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Calendar or Calendar View? Capabilities Calendar list Calendar view Supports direct creation and editing of calendar entries. Yes No

Supports calendar overlays and group calendars. Yes Doesn't apply Supports future dates without requiring creation of a stub. Yes No

Can view future dates once 'stubs' are created in the library or list. Doesn't apply Yes

List or library updates affect the calendar. No YesCalendar updates affect the list or library. Yes Not typically Simplest option if you already have a list that includes a date option. Yes

http://sharepoint.microsoft.com/Blogs/GetThePoint/Lists/Posts/Post.aspx?ID=554

#SPFest @RHarbridge

One Library or Multiple Libraries?

OR

#SPFest @RHarbridge

When To Use a Single Library• You want to simplify viewing the same set of

documents. (When dispersed across many libraries it requires additional effort to aggregate the libraries).

• You want to search for documents in the same location.(When dispersed across many libraries it requires additional effort to configure search scopes).

• You want to easily apply consistent versioning, approval, metadata or form settings.

• You want to receive consolidated updates on the collection of documents (alerts or RSS).

#SPFest @RHarbridge

When To Use Multiple Libraries• You don’t expect people to need summaries of

the documents together.(When dispersed across many libraries it requires additional effort to aggregate the libraries).

• You need to apply different versioning, approval, metadata, or form settings.

• You want to distribute management of versioning, metadata, workflows or form settings.

• You do not need to receive consolidated updates (alerts or RSS).

#SPFest @RHarbridge

What Can You Do With A Document?

New/Upload

New Document

Upload Document

Upload Multiple Documents

New Folder

Collaborate

Edit Document

Check Out/Check In/Discard Check Out

E-mail a Link

View Version History

Alert/Notify Me

Manage

Edit Document/Folder Metadata (Title, Name, etc)

Manage Document Permissions

Delete Document/Folder

Re-Order Documents/Folders (Explorer View/Move

Documents/Copy Documents)

Download a Copy

#SPFest @RHarbridge

Require Check Out or Don’t?

OR

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How do we do it?

• Library tab• Library settings

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Require Check Out?

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Require Check Out?

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Require Check Out?

Not Enabled By Default

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Require Check Out?

When enabled bulk uploading or explorer view additions are checked out by default. Pro?

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Require Check Out?

Work Around: Navigate to Manage Content and Structure and then to the library. Select all of the documents and choose Check In from the action menu.

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Require Check Out?

You cannot edit multiple documents in datasheet view.

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Require Check Out?

Work Around: By turning the require check out option off we can make edits in the data sheet view temporarily and then re-active require check out.

#SPFest @RHarbridge

Require Check Out?

Workflows and code must check the file out before being able to update it/it’s metadata.

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Require Check Out?

When required check out is enabled ‘storing files to local drafts’ is an enabled option.

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Require Check Out?

Co-Authoring is disabled on libraries where check out is required.

#SPFest @RHarbridge

• Office 2007 and Office 2010 let’s the user know it is being used by someone else.

• This eventually times out. (15 mins on XP – 60 mins on Vista/Win7)

• Other formats don't notify user.

Don’t Require Check Out?

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Require Check Out?• You do not need to co-author documents.• You do not need to bulk update metadata.• There is typically a high number of people

updating the documents in this library.• Updates are made frequently to the same

documents by different people.

#SPFest @RHarbridge

• You do need to co-author documents.• You do need to bulk update metadata.• There are few people updating documents

in this library.• Updates are not made frequently to the

same documents by different people.

Don’t Require Check Out?

#SPFest @RHarbridge

List and Content Type Tip!

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Default Content Types and Metadata Values

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Navigating with Metadata Tip!

#SPFest @RHarbridge

Navigating with Metadata, not Folders

#SPFest @RHarbridge

Set up with Library Settings

#SPFest @RHarbridge

Configure Setttings

#SPFest @RHarbridge

Filters the list

#SPFest @RHarbridge

Document Routing Tip!

#SPFest @RHarbridge

Content Organizer and Routing

#SPFest @RHarbridge

Configure the router

#SPFest @RHarbridge

#SPFest @RHarbridge

Configure settings

#SPFest @RHarbridge

Create Rules

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Create/Modify Rules

#SPFest @RHarbridge

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Use the Drop-off Library

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Add a document

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Enter Metadata

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Detour: 2010 Metadata

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Back to Drop-off library

#SPFest @RHarbridge

Your document was moved

#SPFest @RHarbridge

Rules don’t apply…

#SPFest @RHarbridge

… it doesn’t get moved

#SPFest @RHarbridge

Folder or Metadata?

OR

#SPFest @RHarbridge

The #1 rule of SharePoint?

Never use folders

Except when it makes sense

ever

#SPFest @RHarbridge

What’s wrong with folders?

• Deep structures hard to navigate

• Finding stuff is hard• Figuring out where to put

stuff is even harder• Stuck with a rigid structure• Search is not the silver

bullet

#SPFest @RHarbridge

What’s the alternative?

#SPFest @RHarbridge

What’s the alternative?

#SPFest @RHarbridge

Metadata = No more folders

• Filtering• Views

#SPFest @RHarbridge

Really? No more folders? Ever?

• What situations would you use folders?• Subdivide large libraries/lists• Security/Permissions This is a favourite of mine

• Ease of use for users

Really? No more folders?Really?

#SPFest @RHarbridge

Downsides of Metadata

• No free lunch (there is pain here)• Awful architectural choices to make– Multiple site collections• Good Practice• Bad for Metadata

• Maintenance headache– Can be mitigated • Define at top level if possible

#SPFest @RHarbridge

Folders for easy permissions

• Create folder• Set permissions• Create view

without folders• Easy for users

(they only see what they are supposed to)

#SPFest @RHarbridge

Folders and Default Values

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The Sales document library

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Drill down into Military folder

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Drill down into Air-to-Ground

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Add a new document here

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Note: Some metadata prefilled

#SPFest @RHarbridge

How did we do that?

• Library tab• Library settings

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Column default value settings

#SPFest @RHarbridge

Select a folder and set defaults

• Note folder inheritance

#SPFest @RHarbridge

Set the default value

#SPFest @RHarbridge

in SharePoint 2010

• Managed Metadata Service• Share Metadata across site collections• Multilingual Metadata (big gotcha )• Hierarchical Metadata• Navigate via Metadata (already discussed)• Keywords/Folksonomy (Out of scope today)• Folders can assign default metadata

(already discussed)

#SPFest @RHarbridge

Term Store Management

#SPFest @RHarbridge

Adding Terms

#SPFest @RHarbridge

Turn off “Available for Tagging”

• Add sub elements: Proposal, Quote, Invoice• Leave “Available for Tagging checked”

#SPFest @RHarbridge

Term Store Manager

• Painful & Slow• Needs a better way• I created a ‘toy’ to try out some ideas• http://bit.ly/ruveng-mmts– Article links to other solutions (Excel)

#SPFest @RHarbridge

#SPFest @RHarbridge

CSV file for Import to Term Store

#SPFest @RHarbridge

To Sum Up…• SharePoint 2007– Folders BAAAAD!– Never use them– Except when the situation warrants

• SharePoint 2010– Folders GOOOOD!– Never use them– Except when the situation warrants

#SPFest @RHarbridge

Folder or Document Set?

OR

#SPFest @RHarbridge

Folders vs. Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Folders and Default Values

#SPFest @RHarbridge

Folders vs. Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Folders vs. Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Folders vs. Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Folders vs. Document Sets

Document Sets vs Folders

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Folders vs. Document Sets

Document Sets vs Folders

#SPFest @RHarbridge

Folders vs. Document Sets

Document Library

Document

Folder

Document

Document

Folder Folder Document

Document Set

Document

Folder

Folder

Document Set

Document

Document

#SPFest @RHarbridge

Sites vs Pages?

• See this great whitepaper by Susan Hanley and Scott Jamison

http://www.microsoft.com/download/en/details.aspx?id=12500

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Information Architecture Tips and Tricks

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Make it easier to work with

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Make it easier to work with

Powerful Columns You Probably Didn’t Know About

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Make it easier to work with

Why Leveraging SharePoint Blog Features for News is a Great Idea

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Choice vs Lookup Column

• Susan Hanley – At it again! http://cloud.snappages.com/b8898dc2c08e137d03449de65b9e82e108c15658/Choice_v_Lookup_Column_Tradeoffs.pdf

#SPFest @RHarbridge

Time Challengesin SharePoint Projects

#SPFest @RHarbridge

#SPFest @RHarbridge

Giving Estimates

Two Simple Tricks For Making Better Estimates

Never Give a Single Number

6 Hours!

At least 2 hours… 4 hours maybe?

How Long Will X Take You?

16? Way too much. 8 Tops.I better pick something in between…

Forgotten/Not Shared Now That We Have Our Magic Number

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Always Give Ranged Estimates

Two Simple Tricks For Making Better Estimates

Ranged Estimates Help Communicate Confidence and Set Expectations

2-8 Hours!

#SPFest @RHarbridge

Are You Confident In That Range?

Two Simple Tricks For Making Better Estimates

2-8

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Are You Confident In That Range?

Two Simple Tricks For Making Better Estimates

ORWithin RangeActual Result

OVERCONFIDENT

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Are You Confident In That Range?

Two Simple Tricks For Making Better Estimates

ORWithin RangeActual Result

LESS CONFIDENT

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Are You Confident In That Range?

Two Simple Tricks For Making Better Estimates

ORWithin RangeActual Result

90% Confident

#SPFest @RHarbridge

Give 90% Confident Ranged Estimates

Two Simple Tricks For Making Better Estimates

2-8 Hours!

Within Range

=

#SPFest @RHarbridge

Visualizing Timelines

An easy way to create shared understanding of the impact estimates make on projects.

#SPFest @RHarbridge

Visualizing Existing Timelines

A great way to take existing project timelines and set stakeholder expectations or communicate impact of changes.

#SPFest @RHarbridge

IBIS Dialog Mapping

#SPFest @RHarbridge

Productivity Hub

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IUseSharePointDownload and install the ‘lunch’ and learn module - an interesting idea.

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SharePoint Permissions

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AD Groups or SharePoint Groups?

OR

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Advantages DisadvantagesSharePoint Group

• Not reliant on AD (if your AD is a mess)

• Distributed ownership and management options

• Managed by users• Can be managed by the

SharePoint Object Model• Members of these groups are

visible to users in SharePoint.

• Only used in SharePoint• Managed by (potentially)

untrained users• One more place to manage

security (independent of AD)• Cannot contain another

SharePoint group as a member.

Active Directory Group

• Managed by domain administrators

• Available in many systems• Centralized management and

easier removal

• Difficult to determine permissions assigned to people

• Requires lots of planning• Members of these groups are

not visible in SharePoint.• User can only be a member of

1024 AD groups (recursively).

SharePoint Groups vs AD Groups

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Item Level Permissions

Best Practi ces For Using Fine-Grained Permissions Whitepaper

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“Item Level” Permissions

Best Practi ces For Using Fine-Grained Permissions Whitepaper

#SPFest @RHarbridge

Web Level Permissions

Best Practi ces For Using Fine-Grained Permissions Whitepaper

#SPFest @RHarbridge

Targeted Code

Best Practi ces For Using Fine-Grained Permissions Whitepaper

New in SharePoint 2010 SPRoleAssignmentCollection.AddToCurrentScopeOnly

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Do you have a Taxonomy Strategy?

#SPFest @RHarbridge

Do you have a Support Strategy?

SharePoint Standards Online

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Do you have a Staffing Strategy?

Building A SharePoint Team

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Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridge Blog: http://www.RHarbridge.comEmail: Richard@RHarbridge.com

Slides & SharePoint Resource Kit Available At: http://Learning.AllinConsulting.com/ILTA

How Do You Ensure Success?Shared Understanding and Value Lead To Shared Commitment…