SharePoint for Project Managers Donald Donais 11.08.2012 TM.
Meeting #109 Welcome to the Minnesota SharePoint User Group January 8 th, 2014 SharePoint 101 Wes...
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Transcript of Meeting #109 Welcome to the Minnesota SharePoint User Group January 8 th, 2014 SharePoint 101 Wes...
Meeting #109http://sharepointmn.com
Welcome to the Minnesota SharePoint
User Group
January 8th, 2014
SharePoint 101
Wes Preston
Donald Donais
Meeting #109http://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 #109http://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 #109http://sharepointmn.com
Today’s Lunch Sponsor
Products Include: • Nintex Workflow Office 365• Nintex Forms Office 365• Nintex Workflow SharePoint• Nintex Forms SharePoint• Nintex Workflow Project Server• Nintex Live• Nintex Mobile
Session begins around 11:50 and runs about one hour.
Meeting #109http://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 #109http://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
• Yammer – Minnesota SharePoint Users Group https://www.yammer.com/mnspug/
Meeting #109http://sharepointmn.com
Upcoming Schedule
• Next Meeting February 12th 9:00 AM to 11:30 AM You Just Inherited a SharePoint Site!
• Submit Your Scenario to be Discussed During the Session - https://www.yammer.com/mnspug/
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 #109http://sharepointmn.com
Local and Online EventsMicrosoft Webcast Calendar of Eventshttps://msevents.microsoft.com/CUI/default.aspx?culture=en-US
SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevadahttp://sharepointconference.com/ -
SharePoint Saturday Twin Cities – April 5th 2014 , Normandale Community College, Bloomingtonhttp://www.spstc.com/
24-Hour SharePoint Conference – April 16th 2014 , Only Available Online!https://www.sp24conf.com/SitePages/Home.aspx
TechFuse 2014– April 22nd 2014 , Minneapolis Convention Centerhttps://www.sp24conf.com/SitePages/Home.aspx
Anything Else?
Meeting #109http://sharepointmn.com
SharePoint News
• Updates to SharePoint 2013 Cumulative Updates Todd Klindt talks about changes for CU’s - http://bit.ly/1kpsxM1
• SharePoint 2013 SP1 Release? Speculation around SPC 2014 (March 3-6)
• Microsoft Released Power BI pricing model E3/E4, Standalone, and Standalone with Office Pro Plus 2013 http://bit.ly/1czKiS7
Meeting #109http://sharepointmn.com
Who Should You Be @Following?
• Marc D Anderson - MS MVP, ECM Strategist, Consultant and Developer @sympmarc
• Benjamin Niaulin - SharePoint MVP at ShareGate @bniaulin
• Joel Oleson - SharePoint, Office365, Yammer @joeloleson
• Marcy Kellar - SharePoint Solutions Architect, UX and Usability, SharePoint Branding, Social Strategy and Design @marcykellar
Meeting #109http://sharepointmn.com
Survey Results
• 36 Results• Survey Looked At:
Organization Sizes Version & Edition of SharePoint How is SharePoint Being Used Other Specifics About MNSPUG Meetings
Meeting #109http://sharepointmn.com
Wes Preston• SharePoint Consultant/Owner - TrecStone• SharePoint MVP (since 2009) • @idubbs• http://www.idubbs.com/blog/
Meeting #109http://sharepointmn.com
What is ‘SharePoint’ ?
IT Industry segments: • Content Management System (CMS) • Document Management (DM)• Records Management (RM)• Enterprise Content Management (ECM)
• Gartner: Magic Quadrant for Enterprise Content Managementhttp://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb
Meeting #109http://sharepointmn.com
What is ‘SharePoint’ ?
• Actually refers to a number of products or technologies:
• SharePoint Online• SharePoint Foundation• SharePoint Server• SharePoint Designer• SkyDrive Pro (aka: SharePoint Workspace)• … Yammer…
• Versions: Office 365, 2013, 2010, 2007, 2003, 2001
Meeting #109http://sharepointmn.com
What is ‘SharePoint’ ?
• A web application• A web site• A collaboration tool• A development platform• A search engine
• And more…
Meeting #109http://sharepointmn.com
Why Implement SharePoint?
• It fills one or more functional gaps in your organization• It can increase employee and organizational productivity w/o
needing custom development*
• See survey results presented earlier for most common examples: Document management – team collaboration Content publishing - intranets Workflow – business process automation Project management - project sites
Meeting #109http://sharepointmn.com
Collaboration
• Team sites – SharePoint’s origin• Hierarchical teams• Cross-functional teams• Project teams
• Secured location • Documents• Calendars/schedules• and more…
Meeting #109http://sharepointmn.com
Key Features – Content and Collaboration
• Document Libraries and Lists • Document Sets• SkyDrive Pro• Office Integration• Metadata• Document ID’s• Rich media• Content Organizer
• References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx
Meeting #109http://sharepointmn.com
Intranet / Portal Solutions
• Corporate intranet and portal sites• Divisional portals• Topical portals• Document and Records
Management Repositories
• Communication• Platform for enterprise content
and functionality
• Extranets
Meeting #109http://sharepointmn.com
Key Features - Intranet
• Publishing• Audience Targeting• Design Manager• Branding• Rich Media Management
• References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx
Meeting #109http://sharepointmn.com
Search
• Index and search SharePoint content
• Index and search file share and external system content
• People, profile, and expertise searching
Meeting #109http://sharepointmn.com
Key Features – Search
• Search refiners• Display Templates (2013)• Content Search Web Part• Phonetic name search• Quick preview
• References:http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx
Meeting #109http://sharepointmn.com
Business Process, Workflow, Digital Forms
• Replace manual business processes or steps with automated steps and flows
• Replace paper forms with digital forms• Intake forms
Meeting #109http://sharepointmn.com
Key Features – Forms and Workflow
• Content Types• SharePoint Designer Workflows• Workflow Manager• Visio integration• InfoPath (?)• 3rd Party Vendors: Nintex and K2
Meeting #109http://sharepointmn.com
Business Intelligence, Composite Apps, Dashboards
aka: ‘Insights’ – Search, access, and shape internal and external data.• BI Dashboards• Excel Services• Power Pivot• Power View (Excel)• Ad hoc Reporting• KPIs
• SharePoint Designer(2010)
Meeting #109http://sharepointmn.com
Key Features – Business Intelligence, Composite Apps• Business Connectivity Services (BCS) • Performance Point Services• Excel 2013• Visio Services• SQL Server Analysis Services
integration• SQL Reporting Services integration
Meeting #109http://sharepointmn.com
Social
• My Sites• People Search• Newsfeeds• Blog template• Tagging and Rating• Yammer
Meeting #109http://sharepointmn.com
Key Features – Social
• My Sites• Yammer• Taxonomy vs.
‘folksonomy’
Meeting #109http://sharepointmn.com
Internet Solutions
• Public-facing internet sites for corporate marketing• Blog / Wiki / informational site
Meeting #109http://sharepointmn.com
Key Features - Internet
• Publishing• Branding• Anonymous access vs. personalization
• Check out the gallery at: http://www.topsharepoint.com/
Meeting #109http://sharepointmn.com
What Are The Challenges?
• SharePoint is complex – NOT a turnkey application• Lack of available expertise or trained staff
• Lack of defined and followed governance Needs executive sponsorship Needs a vision / roadmap
• Poor user adoption How do you set proper expectations?
Meeting #109http://sharepointmn.com
Crawl, Walk, Run
• The quickest way to failure with SharePoint as a platform is to try to do too much, too quickly.
• Understand the platform and effectively utilize out of the box capabilities
• Add more solutions, capabilities, users, etc. with a measured approach
• Use this as a guiding principle for your Governance Committee
Meeting #109http://sharepointmn.com
Staffing for SharePoint
• No one has all the experience you need
• Your options: Already have the expertise Hire the expertise Grow the expertise Fill the gap with consulting, but aim to build your own staff…
• AIIM - SharePoint Deployment Success Infographic:http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ashx
Meeting #109http://sharepointmn.com
Governance
• Planning, policies and approaches• Not rules and limitations
• Have executive sponsorship• Know how your organization will utilize SharePoint
• Reference – Best Buy: Set of principals that are constantly measured against
• Reference – Christian Buckley:http://www.metalogix.com/Blog/Blog-Article/14-01-07/Starting_Your_SharePoint_Governance_Strategy.aspx
Meeting #109http://sharepointmn.com
Deployment Options
• Cloud Services Hosted servers
• On Premises Internal only External facing
• Hybrid Definition is evolving…
Meeting #109http://sharepointmn.com
Development Platform
• Know what the out of box capabilities are before investing in customizations
• Extensive capabilities and object model accessibility
• Big shift from 2010 to 2013 -> introducing ‘Apps’ Workflow Manager
• Push for more client-side customizations and web standards: JavaScript (JSLink), JQuery, CSS
• Access Services?
Meeting #109http://sharepointmn.com
References
• Microsoft: What is SharePoint?http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx
Meeting #109http://sharepointmn.com
Thanks to:
• Avi Sujeeth – Microsoft • Raymond Mitchell – IW Space• Sarah Haase – Best Buy