WinDays 2009 - SharePoint For End Users - Shortcuts To Success
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Transcript of WinDays 2009 - SharePoint For End Users - Shortcuts To Success
SharePoint for End UsersShortcuts to success
Toni FrankolaPerpetuum Mobile d.o.o.http://www.sharepointusecases.comhttp://twitter.com/tonifrankola
Quick poll
• My company is:A. Microsoft Partner companyB. Small-Medium business (up to 500 employees)C. Large business (more than 500 employees)
Quick poll (2)
• SharePoint – implementation status:A. Not installedB. Implemented, but work still in progressC. Completed
Contents
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
Licensing
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
Licensing
Windows SharePoint Services 3.0
SharePoint Server 2007 Standard
SharePoint Server 2007 Enterprise
Licensing - prices
• Windows SharePoint Services 3.0• Free
• SharePoint Server 2007 – Standard• Server: $4424• Per user (CAL): $94
• SharePoint Server 2007 – Enterprise• Price same as for Standard• + for each user (CAL): $75• Enterprise licensing models!
Windows SharePoint Services 3.0
• Features:• Team collaboration sites• Document Management• Contacts, Tasks, Calendars• Blogs, Wikis• Basic Project Management• Basic Search
SharePoint 2007 - Standard
• All WSS features and the following:• Enterprise Search• Web Content Management• Records Management• Portal Management• Personalization (My Site)
SharePoint 2007 - Enterprise
• Features of Standard but also the following:• Business Data Catalog• BI and Excel Services• InfoPath Web Forms• Performance Point
Licensing – best practices
• Match edition to your needs• Consult your licensing partner for best price
and licensing model
• Choose the right edition – best options:1. The higher edition2. 3rd party products3. Custom development
Quick poll (3)
• We are using:A. SharePoint Services 3.0B. SharePoint StandardC. SharePoint Enterprise
Office 2003
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
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SharePoint 2007 with Office 2003
Application / Feature Office 2003 Office 2007WordAutomatically updating properties NO YESWrite a blog post NO YESOutlookSynchronize items NO*
(one way only) YES
Synchronize document libraries NO YESExcelPublishing Excel files as web pages NO YES
PowerPointWorking with Slide Library NO YES
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Best practices for Office 2003
• Do you need new features?• Install Office prior to SharePointa
• Budget: Training end users for new Office
• Beware: You will need Office 2007 eventually
SharePoint Designer 2007
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
SharePoint Designer 2007
• Required for every implementation• FREE as of April 1st 2009.• Administration, design, workflows…
SharePoint team
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
SharePoint team – best practices
1. System administrator2. Developer or “developer”3. Consultant or “consultant”4. Power users5. End user/business user
What to do with your SharePoint?
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
Installation completed
Implementation – best practices
• Admin: “It’s installed go play with it!”• Beep! Wrong! Horror!• Questions:
• Who is going to use it?• For what it is going to be used?• How it will be used?
• You must have a buy-in from end users• You are looking for usage scenarios!
Buy-in, what’s that?
• Recognize organizations’ problems• Solve these step-by-step
• Cooperate with end users
• Start small (pilot for small group of users)
• Please note: SharePoint implementation is not a single project
For end users
• Educate them• Make their job easier• SharePoint that is not used by end users is not
in production!
Implementation – best practices
• Form an evangelist team• Support team• Apply an evolution model for your SharePoint
• Caution: SharePoint could grow out of control!• Solution: Governance plan!
Implementation – best practices (2)
• Give control only to educated power users
• They are content owner• It is their responsibility• They should define structure• You define rules• Automate
Typical usage scenarios
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
Scenarios
• Typical ones:• Managing (search) project documentation• HR processes• Help Desk management• Contracts in legal department• Replace paper based approvals and routing• Central phonebook
Information architecture
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
A typical way to start SharePoint implementation?
SharePoint is (not)designed for following
• Supported files:• “Collaboration” documents
• NOT supported files:• Databases• Backups• Files larger then 100MB• Reports (dumps) and stuff• Archives• Executables
Planning content types
Corporate document Project
Type
Account
Content types structure
Corporate document Project
Type
Account
Memo Spec. Report
Content type structure - example
Alternative view…
Integration with LOB system (no BDC)
Report CRM system
Integration with LOB system (no BDC)(2)
• Soon to be released to codeplex
Content type search example
Testing environment
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
Testing environment
• You must have a testing env.• Make a copy of real env.• Virtual
• Example:
Testing environment – best practices
• Same edition, SPs and features (test and production)
• Run IT on a Virtual Hard Disk (demos and stuff)• Test everything on test first!
Tricks and advices for best UX
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
End User SharePoint.com
• http://endusersharepoint.com• http://endusersharepoint.com/STP - Q&A
UX – Navigation
UX – Navigation (2)
Interface improvements (3)
KPIs for WSS
KPIs for WSS(2)
Calculated columns
Calculated columns (2)
=TEXT(Created,"dd mmm yy")
Toni Frankolahttp://www.sharepointusecases.comhttp://twitter.com/tonifrankola
Thank you!