Transcript Back to Basics: MOSS

Welcome to the
Minnesota SharePoint
User Group
February 11th, 2009
Back to Basics: MOSS
Wes Preston
Raymond Mitchell
http://www.sharepointmn.com
Meeting # 52
Agenda
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Introductions
MOSS Basics
Collaboration
Content Management
Break
Business Intelligence
Business Processes
Search
Portal
Q&A
Drawings !!
http://www.sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on Microsoft
SharePoint Technologies
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Educate user group members about SharePoint Technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions
http://www.sharepointmn.com
Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
• Technology consulting company
• NSI Partner Status (National Systems Integrator)
• Practice area focused on SharePoint
New Horizons – Minnesota (www.nhmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
Microsoft (www.microsoft.com)
http://www.sharepointmn.com
www.sharepointmn.com
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Website for user group
SharePoint resource documents
SharePoint resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
[email protected]
www.sharepointmn.com
http://www.sharepointmn.com
Upcoming Schedule
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Next Meeting
• March 11th 9:00 AM to 11:30 AM
• Topic: Open Panel Discussion
• Check www.sharepointmn.com for updates!
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office
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Conferences
• TechFuse – March 17, 2009
http://nhmn.com/TechFuse/Default.aspx
The Northland Inn, Brooklyn Park, MN
• SharePoint Conference 2009 – October 19-22, 2009
http://www.mssharepointconference.com
Las Vegas, NV
First SharePoint “14” Conference!!!!!!!!!!
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Other Events
• Minneapolis Office Developer Interest Group (MODIG)
Now meeting quarterly – next meeting: 04/28/09
Custom Workflow Actions in SharePoint Designer
http://www.sharepointmn.com/modig
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Posts & News
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Enterprise Search Road Map
FAST and SharePoint Strategy
http://blogs.msdn.com/sharepoint/archive/2009/02/10/microsoft-unveils-new-enterprisesearch-road-map.aspx
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Business Intelligence Strategy Update
MOSS Enterprise and Performance Point merge
http://blogs.msdn.com/sharepoint/archive/2009/01/23/microsoft-business-intelligencestrategy-update-and-sharepoint.aspx
http://www.sharepointmn.com
The Wheel
Wrapping Up
MOSS Basics
MOSS Basics
MOSS – Microsoft Office SharePoint Server
• MOSS Standard
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Content Management
More templates
More workflows
Policies
• MOSS Enterprise
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Forms Server
BDC
Excel Services
KPIs and Performance Point
• Other….
MOSS Basics
List Templates
• Data Connection Library
• Slide Library
• Report Library
• KPI List
MOSS Basics
Out of the box Web Parts
• What Web Parts are available?
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Excel Web Access
Site Aggregator
Summary Links Web Part
Content Query Web Part
Multiple Search Web Parts
– Business Data Web Parts
– KPI Web Parts
– Filter Web Parts
MOSS Basics
Site Templates
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Document Center
Records Center
Personalization Site
Site Directory
Report Center
Search Center & Search Center with
Tabs
Publishing Site
Publishing Site with Workflow
News Site
MOSS Basics
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My Site Host
Collaboration Portal
Publishing Portal
Collaboration
Collaboration
Collaboration
• Windows SharePoint Services functionality
– Document Libraries
– Lists
– Web Parts
Collaboration
Demo
Collaboration
Content Management
Content Management
Content Management in the Office System
• Document Management
– Metadata – Profiling documents
– Integration with Office – Document information panel, document action
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• Records Management
– Policy and Auditing – Retention schedules and policies
– Records Repository site template – Records vault
• Web Content Management
– Corporate Internet Site Template – Public facing
– Authoring and Approval – Publishing schedules, routing, approval
Content Management
Slide Management using PowerPoint
• SharePoint
– Publish slides
– Build slide deck automatically
– Metadata
Content Management
Records Management
• Customized retention policies
• Holds
• Audits
Content Management
Demo
Content Management
Web Content Management
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End user driven
Rich text editor
Publication date
Approval workflow
Content Management
Web Content Management
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End user driven
Rich text editor
Publication date
Approval workflow
Content Management
Web Content Management Scenarios
• Public facing website
• Intranet home page
– Corporate communications
• Extranet collaboration
Content Management
Content Management
Demo
Content Management
Break
5 – 10 minutes
Business Intelligence
Business intelligence
What is Business Intelligence?
• Improved visibility of information to make better business
decisions via analysis and reporting
• Answering one question often drives more questions
• Often brings data together from multiple systems
Business intelligence
Office 2007 Business Intelligence Investments
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Excel client
Excel Services
Dashboards
Key Performance Indicators (KPI’s)
Filter Web Parts
Report Center/Report Library
Business Data Catalog (BDC)
Business intelligence
Excel Services – What is it?
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New server technology in MOSS 2007
Load, calculate and display Excel Workbooks in MOSS 2007
Thin client view in browser
Published workbooks can connect to external data
Designed to cut down on proliferation of Excel files
Business intelligence
Business Data Catalog
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Expose Data to SharePoint
Custom Line of Business Data
Database or Web Services
Can be used as metadata
Automatically provides lookup functions
Business intelligence
Key Performance Indicator (KPI) List
Business intelligence
Key Performance Indicator Dashboard
Filters
Excel Services
KPI’s
Business intelligence
Performance Point
Business intelligence
Business Intelligence Scenarios
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Operational dashboard
Departmental dashboard
Balanced scorecard
Individual performance KPI list
Business intelligence
Demo
Business intelligence
Business Processes
Business Processes
What is Business Process Management?
• Automation of processes via workflow and digital forms
Step 1
Step 2
Step 4
Step 3
Step 5
Step 6
Business Processes
Workflows
• Core functionality of workflows are the same as WSS
• Additional web browser configurable workflows
• Forms Server with MOSS Enterprise
Business Processes
Workflows
• 3-state workflow available free with WSS
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Approval
Collect Feedback
Collect Signatures
Disposition Approval
Business Processes
Forms Server
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Web based
Mobile
Workflow
Design once
Business Processes
Business Process Management Scenarios
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Expense report
Vacation request
New employee process
Document approval
Service request
Status report
Travel request
Business Processes
Demo
Business Processes
Search
Search
Search Scenarios
• Searching for documents in the organization
• Searching for customers in a database (using BDC)
• Searching the internet  competitors sites  Alerts
Search
Search
• People Search
Search
Search
• Profile Page
Search
Search Product Comparison
• WSS v2
• WSS v3
• Search Server Express
Search
Keywords and Best Bets
• Configuring Keywords
• Adding Best Bets
• Search Results
Search
Federated Search
• Search additional sources
• Out of the box samples:
– Search Suggestions
– Live Search
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Twitter Search
Google Search
Youtube
Flickr
And many, many more…
Search
Portal
Portal
Portal Scenarios
• Intranet
• Extranet
– Customer
– Vendor
– Partner
• Individual
Portal
SharePoint Portal
• Portal Site Templates
– Intranets, Internet sites and more
• Site Manager
– Drag and drop tool for managing SharePoint navigation, look and feel
and security
• Social Networking / My Sites
– Web Parts that connect individuals via shared SharePoint sites,
distribution lists and others
• SharePoint Sites and Document Rollup Web Part
– Lists all sites you are a member of and documents you have published.
Portal
Demo
Portal
References
• Performance Point Announcement
http://blogs.msdn.com/sharepoint/archive/2009/01/23/microsoft-business-intelligence-strategyupdate-and-sharepoint.aspx
• The SharePoint Shepherd’s Guide for End Users – Robert Bogue
http://www.sharepointshepherd.com/default.aspx
http://www.sharepointmn.com
References
• Our Blogs
http://www.idubbs.com/blog
http://www.iwkid.com/blog
http://blogs.inetium.com/blogs
• This slideshow!
http://www.sharepointmn.com
http://www.sharepointmn.com
Q & A / Drawings
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Thanks for coming!
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