Transcript SharePoint Its So Easy Even a Caveman

Donald Donais
Welcome to the
Minnesota SharePoint
User Group
January 9th, 2013
SharePoint – Its So Easy Even a Caveman Can Do It!
Donald Donais
http://sharepointmn.com
Meeting # 97
Agenda
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Introductions
SharePoint Fundamentals
Break
SharePoint Fundamentals Continued
Wrap-up and Giveaways
http://sharepointmn.com
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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
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http://sharepointmn.com
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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)
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MN SharePoint Users Group Website
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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]
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Social Networking
• Linked In group – The most interactive… includes job postings…
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Post Job Posting on the Jobs Discussion page
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http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
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MNSPUG Sponsorship
• Two Opportunities to Sponsor
• Annual Sponsorship ($2500 annually)
o Money Will Help Fund MNSPUG Events
o Annual Sponsorship will be Reviewed Yearly
o Cannot be in Direct Competition with Another Annual Sponsor
o Looking for:
• Microsoft SharePoint ISV
• Microsoft Learning Provider
• Microsoft Licensing Account Reseller
• Lunch Sponsorship
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MNSPUG Sponsorship Continued
• Lunch Sponsorship ($500 for a lunch)
o Sponsor a Lunch Event Following MNSPUG Event
o This can be geared toward your specific SharePoint
product or capabilities
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Upcoming Schedule
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Next Meeting
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February 13th 9:00 AM to 11:30 AM
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SharePoint 2013 – What you need to know!
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Microsoft Technology Center
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Check www.SharePointMN.com for updates!
• Ongoing Schedule
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2nd Wednesday of every month
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9:00 to 11:30 am
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Microsoft Technical Center - Edina
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Local and Online Events
Microsoft Webcast Calendar of Events
http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM
http://sharepointshoptalk.blogspot.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.
http://sharepointmnlegal.com
SharePoSH – Online Virtual Event
http://www.shareposh.com/Pages/default.aspx
SharePoint TechCon – March 3rd- 6th 2013 San Francisco, California
http://www.sptechcon.com/SanFrancisco2013/
SharePoint Fest – March 18th – 20th 2013 Denver, Colorado
http://www.sharepointfest.com/Denver/
Share Conference – April 10th – 12th 2013 Atlanta, Georgia
http://www.sharepointfest.com/Denver/
SharePoint Saturday Twin Cities – May 18th, 2013 Normandale Community College, Bloomington
http://sharepointsaturday.com/twincities
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Surveys & Giveaways!
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Presenter
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Introductions
Donald Donais
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http://sharepointmn.com
SharePoint Consultant
Father & Drummer
@dondonais
http://talesfromitside.wordpress.com
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http://sharepointmn.com
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Why SharePoint?
Internal File
Share
Manual
Versioning
Communication
Alternatives
Manual
Business
Process
Email
Outside File
Sharing
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Microsoft SharePoint
The Business Collaboration Platform for the Enterprise and the Web
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SharePoint Key Concepts
• 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
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SharePoint Evolution
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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)
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More SharePoint 2010…
Enabling Technologies
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SharePoint Online
• Moving Towards Parity On-Premesis and Cloud
• Features include Internet Sites and External Access
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SharePoint-The Core of a Web Strategy
• Core Audiences
• Intranet
• Internal employees
• Extranet
• Customers
• Partners
• Internet
• External web users
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Caribou Coffee
Corporate Intranet
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SureScripts
Intranet
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Community Reinvestment Fund
Project (n)
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Toro
Extending the reach of communication and commerce
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Tennant
Internet Website and Unified Communications
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Microsoft
Internal and External Collaboration
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Business Process Automation
Workflow, Digital Forms, Collaboration
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Mediacom
Improving the customer experience
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Communities
Enterprise Social Collaboration
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Business Intelligence
Reporting, Analysis, and Performance Management
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Search
Finding it Fast
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SharePoint Core Features
Sites
Lists / Libraries
Web Parts
Pages
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Alerts
Versioning
Metadata
Workflow
Security
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SharePoint Foundation 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client
Office Web App Integration
Standards Support
Business Connectivity Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
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Blogs and Wikis
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SharePoint Server 2010
Business Connectivity
Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline
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Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client
Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio & Video Content Types
Remote Blob Storage
List Enhancements
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Sites
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What are 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
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SharePoint Sites Functionality
Functionality
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
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SharePoint Environment
• SharePoint Hierarchy
 Web Application
 Site Collection
 Subsites
• Lists vs. Libraries
• Global vs. Local
Navigation
• Recycle Bin
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SharePoint Farm
Web Application B
Web Application A
Site Collection 1
SC 2
SC 3
SC 4
Site 1
Subsite 1
Subsite 2
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Publishing vs. Collaboration
• Publishing
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Content
Consumed by
the Organization
• Collaboration
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Team, Project,
Departmental
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SharePoint Ribbon
• Formerly in Word, Access, Excel, PowerPoint
• Context Aware Menus
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Workspace
• Take Lists and Libraries
Offline
• Syncs Differences
• Formerly Known as
Groove
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Mobile
• Native Client for Windows Mobil Devices
• Mobile SDK for Developing Custom Mobile Experiences
SharePoint
Workspace
Mobile
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Office Integration
• 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
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Office Web Application
• Rich Experience in the Browser
• Supports Co-Authoring of Office Client Documents
• Cross Browser Support
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Demos
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SharePoint Environment
Navigation
Site Editing
Theming
Office Web Application
Co-Authoring
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What are 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
http://sharepointmn.com
Meeting # 97
SharePoint Communities Functionality
Functionality
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
http://sharepointmn.com
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My Sites and Profiles
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Status Updates
Org Chart
Activities Feeds
Tags & Notes
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Tags, Notes & Ratings
• Tag Items with
Keywords
• Rate List Items
• Note Board
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Blogs & Wikis
• Similar to Other Blog Environments
• Better Navigation for Wikis
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Demos
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Tagging
Ratings
Blogging
Enterprise Wikis
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Break Time!
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What is 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
http://sharepointmn.com
Meeting # 97
SharePoint Content Functionality
Functionality
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
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Content Types
• 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
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Columns (Metadata)
• 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
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Document Sets
• Manage Multiple Documents at Once
• Can be Managed as a Content Type
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Metadata
• Centrally Defined Taxonomy &
Terms
• Now Available Across Site
Collections
 Content Types
 Site Columns
• Unique Document IDs
• Metadata Navigation
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Web Parts
• Surface Information
 Local Site
 Site Collection
 Across Web Application
 Outside of SharePoint Environment
• Dashboards
• Different Web Parts Available
 Depending Upon SharePoint & License Versions
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Video Streaming
• Media Web Part
• Easily Add Video &
Audio
• Upload or Find
Content Instead of
Copy & Paste URLs
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Document Routing – Content Organizer
• Site Feature
• Support Renaming and
Moving of Content
 Based on Content
Type/Properties
• Rule Based Routing
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Demos
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Site vs. Local Columns
Content Types
Media Web Part
Document Routing
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What is 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!)
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SharePoint Search Functionality
Functionality
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
http://sharepointmn.com
2007 & 2010
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Keywords & Best Bets
• 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
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Search Scopes
• 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
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People Search
• Enterprise Feature
• Used with
Knowledge
Management
• User Profile
Information
 Active
Directory
 SharePoint
Profile Pages
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Wildcard Searching
• Wildcard
• Boolean
Search
• Advanced
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Improved Search Results
• Search Result
Refinement or
Facetted Search
• Related Searches
• Previews/Thumbnails
(FAST Search)
• Sort on Social
Distance/Relevance
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Demos/Screenshots
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Keywords & Best Bets
Search Scopes
Wildcard Search
Faceted Search
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http://sharepointmn.com
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What are 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
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Meeting # 97
SharePoint Insights Functionality
Functionality
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
PowerPivot for SharePoint
http://sharepointmn.com
2007 & 2010
2010
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Lots of Toys
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KPI or Status List
Excel Services
PowerPivot
Visio Services
PerformancePoint
Chart Web Part
Business Connectivity Services
 Two-way Updates
• SSRS Integration
• Access Services
http://sharepointmn.com
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KPI or Status List
• 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)
http://sharepointmn.com
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Excel Services
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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
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Excel Services
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Excel Services with PowerPivot
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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
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Excel Services and PowerPivot
Self-service analysis
delivered thru Excel 2010
Work with massive
amounts of data
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Visio Services
• Visio 2010 Professional or Premium 2010
• Build Diagrams Bound to Data
• Display Diagrams within SharePoint 2010
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Visio Services
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Performance Point
• Create Dashboards, Scorecards, and KPI’s
 Used to Summarize Business Performance
• Drill-Down Analysis of Data
• Business Users Capabilities
 Monitoring
 Analyzing
 Reporting
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Performance Point
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Demos
• KPI/Status List
• Excel Services
• Visio Services
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What are 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
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Meeting # 97
SharePoint Composites Functionality
Functionality
Business Data Connection (BDC)/Business
Connectivity Services (BCS)
InfoPath Form Services
External Lists
SharePoint Version
2007 & 2010
2007 & 2010
2010
Workflow
2007 & 2010
SharePoint Designer
2007 & 2010
Visual Studio
2007 & 2010
RSS & REST
2007 & 2010
http://sharepointmn.com
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Composites in 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
http://sharepointmn.com
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Sandbox Solutions
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Upload SharePoint Solutions to Site Collection
Do Not Need Server or Farm Admin Rights
Limited Set of Code Access
Can be Restricted and Throttled
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InfoPath & SharePoint
• 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
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Demos/Screenshots
• InfoPath and Form Services
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SharePoint Resources
• Microsoft SharePoint 2010
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http://sharepoint.microsoft.com/en-us/Pages/default.aspx
• SharePoint 2010 Forums
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http://social.msdn.microsoft.com/Forums/enUS/sharepoint2010general/threads
• SharePoint 2010 Templates
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http://talesfromitside.wordpress.com/2011/03/07/sharepoint-2010templates/
• WSS Demo
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http://www.wssdemo.com/
• Nothing But SharePoint
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https://www.nothingbutsharepoint.com/
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Last But Not Least
• Please Fill Out Evaluations
• Drawings for Giveaways
• Today’s Presenter:
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Donald Donais
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Meeting # 97