agenda

Philadelphia Area SharePoint User Group

www.PhillySharePoint.org

Welcome to the Philadelphia Area SharePoint

User Group

http://www.PhillySharePoint.org

Russ BasiuraRJB Technical Consulting

www.rjbtech.comhttp://www.sharepointspecialists.com/

[email protected]


Philadelphia Area SharePoint User Group AGENDA

• Quick Intro

• Announcements

• Creating a Custom Wiki template

• Role-based MySites – Russ Basiura

• Search Engine Optimization for SharePoint

• Round Table Q & A


Philadelphia Area SharePoint User Group User Group Goals/

Objectives

• Build 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


Philadelphia Area SharePoint User Group www.PhillySharePoint.org

Website for User Group• SharePoint Resource Documents• SharePoint Resource Websites Links• RSS Feeds • Meeting Event Schedule• Past User Group Presentations• Live Meetings• Public Discussions• Member Forums• Member Blogs



Upcoming Schedule

• Next Meeting – July 29th 5:30 PM to 8:30 PM – Microsoft Greater PA Office, Malvern, PA

• Ongoing Schedule– Last Wednesday of every month– 5:30 PM to 8:30 PM– Microsoft Greater PA Office, Malvern, PA


Philadelphia Area SharePoint User Group Introductions

PhillySharePoint Sponsors

• Microsoft– Leader in software solutions

• RJB Technical Consulting (www.rjbtech.com)– Philadelphia-based consulting company– Microsoft Partner– Practice Area focused on SharePoint and

Information Worker Technologies– Office 2007, SharePoint 2007 Private Beta Partner



Role-based MySitesRuss Basiura

RJB Technical Consulting


Philadelphia Area SharePoint User Group MySites

• Role-based MySites– Controller / Financial Analyst– Customer Service Manager– Human Resources Manager– IT Manager– Marketing Manager– Sales Account Manager



Research Input Selection Criteria Splendid 7

Department variety

Adoptio

n influenc

e

Role ‘population’

Researc

h coverag

e

SME validation (in MS)

Role-Based Templates for SharePoint My SitesDelivering prioritized information in context of how people perform their job roles

MichaelAccount Manager

KenController

ClaireHR Director/Manager

SondraAdministrative Assistant

MarieCustomer Service Manager

TimIT Manager

BenjaminMarketing Manager

AvailableNow!



My Site personal site (public view)

About Me and By Me

Information Roll-Up across sites

Organizational hierarchy auto-created from directory synchronization

The public view of a My Site acts as your face to the organization



My Site personal site (personal view)For Me The personal view of

a My Site helps users organize their work.

Roll-up personal information across sites

Application-Aware Web Parts (like Microsoft Outlook Web Access) aggregate views of important information from key applications.



Role-Based My SiteFor Me in context of my role

‘Around Me’ and ‘Career’:Information from Internet, Corporate and HR Portals

Financial performance and KPIs from ERP systems and/or Fin Portal

Opportunities information from CRM and/or Sales Portal

Documents: ‘unstructured’ collaboration in context of structured processes



Personal Portal


Philadelphia Area SharePoint User Group Installation Process

• Create an HR Audience using CA• Install (restore) the Databases



Installation Tips


Philadelphia Area SharePoint User Group Controller / Financial Analyst

• Automates financial analysis

• Better decision making


Philadelphia Area SharePoint User Group IT Manager

• Tracks Services Rendered by Support Teams

• Response• Resolution• Threshold• Incident Calls• Escalations


Philadelphia Area SharePoint User Group Marketing Manager


Philadelphia Area SharePoint User Group Sales Manager


Philadelphia Area SharePoint User Group Customer Service Manager


Philadelphia Area SharePoint User Group Administrative Assistant


Philadelphia Area SharePoint User Group HR Manager



Role-Based Templates for SharePoint My Sites

demo



MySite Benefits

– Effective Training Tool– Users can Learn in a Low Risk/Visibility

Area– Advantages Outweigh the Risks– Can be Used for Testing Purposes


Philadelphia Area SharePoint User Group MySite Best Practices

1. Understand your objectives

2. Find sources of automated content

3. Let people choose their picture

4. Carefully choose what attributes to expose in the profile

5. Provide guidelines for all profile attributes

6. Encourage blogging

7. Look for reasons to deploy MySites



Resources

Application Templates www.microsoft.com/sharepointapps

Role Based Templates http://office.microsoft.com/en-us/sharepointserver/HA102147321033.aspx

Master Pages http://www.microsoft.com/downloads/details.aspx?familyid=7c05ca44-869a-463b-84d7-57b053711a96&displaylang=en&tm



Round Table Discussion



Giveaways and Close

agenda

Documents

area sharepoint user

sharepoint architects

user group members

sharepoint round table

pm microsoft greater

msrolebased templates

paongoing schedule

new products solutions