Transcript January 2014 MNSPUG

Welcome to the
Minnesota SharePoint
User Group
Donald Donais
January 8th, 2014
SharePoint 101
Wes Preston
http://sharepointmn.com
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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://sharepointmn.com
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MNSPUG Sponsors
Dedicated Sponsors
Annual Sponsor
Benchmark Learning
(www.benchmarklearning.com)
Avtex (www.avtex.com)
softwareOne
(www.softwareone.com)
Microsoft (www.microsoft.com)
SharePoint User Group Support
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
http://sharepointmn.com
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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.
http://sharepointmn.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…
– 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/
http://sharepointmn.com
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Upcoming Schedule
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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
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Local and Online Events
Microsoft Webcast Calendar of Events
https://msevents.microsoft.com/CUI/default.aspx?culture=en-US
SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevada
http://sharepointconference.com/ SharePoint Saturday Twin Cities – April 5th 2014 , Normandale Community College, Bloomington
http://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 Center
https://www.sp24conf.com/SitePages/Home.aspx
http://sharepointmn.com
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Evaluations & Giveaways!
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MNSPUG Extras
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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
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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
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State of MNSPUG
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Survey Results
• 36 Results
• Survey Looked At:
 Organization Sizes
 Version & Edition of SharePoint
 How is SharePoint Being Used
 Other Specifics About MNSPUG Meetings
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Demographics – Organization Size
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Demographics – SharePoint Version & Edition
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Demographics – SharePoint Roles
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How Are You Using SharePoint?
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Presenter
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Wes Preston
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http://sharepointmn.com
SharePoint Consultant/Owner - TrecStone
SharePoint MVP (since 2009)
@idubbs
http://www.idubbs.com/blog/
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SharePoint 101
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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 Management
http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb
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What is ‘SharePoint’ ?
• Actually refers to a number of products or technologies:
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SharePoint Online
SharePoint Foundation
SharePoint Server
SharePoint Designer
SkyDrive Pro (aka: SharePoint Workspace)
… Yammer…
• Versions: Office 365, 2013, 2010, 2007, 2003, 2001
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What is ‘SharePoint’ ?
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A web application
A web site
A collaboration tool
A development platform
A search engine
• And more…
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What is SharePoint?
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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
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Collaboration
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Team sites – SharePoint’s origin
Hierarchical teams
Cross-functional teams
Project teams
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Secured location
Documents
Calendars/schedules
and more…
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Key Features – Content and Collaboration
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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
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Intranet / Portal Solutions
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Corporate intranet and portal sites
Divisional portals
Topical portals
Document and Records
Management Repositories
• Communication
• Platform for enterprise content
and functionality
• Extranets
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Key Features - Intranet
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Publishing
Audience Targeting
Design Manager
Branding
Rich Media Management
• References:
http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx
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Search
• Index and search SharePoint
content
• Index and search file share
and external system content
• People, profile,
and expertise searching
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Key Features – Search
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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
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Business Process, Workflow, Digital Forms
• Replace manual business processes or
steps with automated steps and flows
• Replace paper forms with digital forms
• Intake forms
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Key Features – Forms and Workflow
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Content Types
SharePoint Designer Workflows
Workflow Manager
Visio integration
InfoPath (?)
3rd Party Vendors: Nintex and K2
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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)
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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
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Social
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My Sites
People Search
Newsfeeds
Blog template
Tagging and Rating
Yammer
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Key Features – Social
• My Sites
• Yammer
• Taxonomy vs.
‘folksonomy’
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Internet Solutions
• Public-facing internet sites for corporate marketing
• Blog / Wiki / informational site
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Key Features - Internet
• Publishing
• Branding
• Anonymous access vs. personalization
• Check out the gallery at:
http://www.topsharepoint.com/
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Break
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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?
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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
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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
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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
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Deployment Options
• Cloud
 Services
 Hosted servers
• On Premises
 Internal only
 External facing
• Hybrid
 Definition is evolving…
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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? 
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References
• Microsoft: What is SharePoint?
http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx
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Thanks to:
• Avi Sujeeth – Microsoft
• Raymond Mitchell – IW Space
• Sarah Haase – Best Buy
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Last But Not Least
• Please Fill Out Evaluations
• Drawings for Giveaways
• Today’s Presenters:
• Wes Preston
http://sharepointmn.com
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