meeting #109 welcome to the minnesota sharepoint user group january 8 th, 2014 sharepoint 101 wes...

Meeting #109http://sharepointmn.com

Welcome to the Minnesota SharePoint

User Group

January 8th, 2014

SharePoint 101

Wes Preston

Donald Donais


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


MNSPUG Sponsors

Wrox Press (www.wrox.com)

O’Reilly (www.oreilly.com)

Dedicated Sponsors

Avtex (www.avtex.com)

Microsoft (www.microsoft.com)

Annual SponsorBenchmark Learning (www.benchmarklearning.com)

SharePoint User Group Support

softwareOne(www.softwareone.com)

http://www.wrox.com/

http://www.oreilly.com/

http://www.avtex.com/

http://www.microsoft.com/

http://www.benchmarklearning.com/

http://www.benchmarklearning.com/

http://www.softwareone.com/EN-US/Pages/Default.aspx


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.


MN SharePoint Users Group Website

• 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]

mailto:[email protected]

mailto:[email protected]


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://www.linkedin.com/groups?gid=1878792

https://www.yammer.com/mnspug/



Upcoming Schedule

• 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



http://www.sharepointmn.com/


Local and Online EventsMicrosoft Webcast Calendar of Eventshttps://msevents.microsoft.com/CUI/default.aspx?culture=en-US

SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevadahttp://sharepointconference.com/ -

SharePoint Saturday Twin Cities – April 5th 2014 , Normandale Community College, Bloomingtonhttp://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 Centerhttps://www.sp24conf.com/SitePages/Home.aspx

Anything Else?

https://msevents.microsoft.com/CUI/default.aspx?culture=en-US

https://msevents.microsoft.com/CUI/default.aspx?culture=en-US

http://sharepointconference.com/

http://sharepointconference.com/

http://www.spstc.com/

http://www.spstc.com/

https://www.sp24conf.com/SitePages/Home.aspx




Evaluations & Giveaways!


MNSPUG Extras


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

http://bit.ly/1kpsxM1

http://bit.ly/1kpsxM1

http://bit.ly/1czKiS7




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


State of MNSPUG


Survey Results

• 36 Results• Survey Looked At:

Organization Sizes Version & Edition of SharePoint How is SharePoint Being Used Other Specifics About MNSPUG Meetings


Demographics – Organization Size


Demographics – SharePoint Version & Edition


Demographics – SharePoint Roles


How Are You Using SharePoint?


Presenter


Wes Preston• SharePoint Consultant/Owner - TrecStone• SharePoint MVP (since 2009) • @idubbs• http://www.idubbs.com/blog/

http://www.idubbs.com/blog/


SharePoint 101


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 Managementhttp://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb

http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb

http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb



• Actually refers to a number of products or technologies:

• SharePoint Online• SharePoint Foundation• SharePoint Server• SharePoint Designer• SkyDrive Pro (aka: SharePoint Workspace)• … Yammer…

• Versions: Office 365, 2013, 2010, 2007, 2003, 2001



• A web application• A web site• A collaboration tool• A development platform• A search engine

• And more…


What is SharePoint?


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


Collaboration

• Team sites – SharePoint’s origin• Hierarchical teams• Cross-functional teams• Project teams

• Secured location • Documents• Calendars/schedules• and more…


Key Features – Content and Collaboration

• 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

http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx



Intranet / Portal Solutions

• Corporate intranet and portal sites• Divisional portals• Topical portals• Document and Records

Management Repositories

• Communication• Platform for enterprise content

and functionality

• Extranets


Key Features - Intranet

• Publishing• Audience Targeting• Design Manager• Branding• Rich Media Management

• References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx




Search

• Index and search SharePoint content

• Index and search file share and external system content

• People, profile, and expertise searching


Key Features – Search

• 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

http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx

http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx


Business Process, Workflow, Digital Forms

• Replace manual business processes or steps with automated steps and flows

• Replace paper forms with digital forms• Intake forms


Key Features – Forms and Workflow

• Content Types• SharePoint Designer Workflows• Workflow Manager• Visio integration• InfoPath (?)• 3rd Party Vendors: Nintex and K2


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)


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


Social

• My Sites• People Search• Newsfeeds• Blog template• Tagging and Rating• Yammer


Key Features – Social

• My Sites• Yammer• Taxonomy vs.

‘folksonomy’


Internet Solutions

• Public-facing internet sites for corporate marketing• Blog / Wiki / informational site


Key Features - Internet

• Publishing• Branding• Anonymous access vs. personalization

• Check out the gallery at: http://www.topsharepoint.com/

http://www.topsharepoint.com/

http://www.topsharepoint.com/


Break


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?


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


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

http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ashx

http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ashx


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

http://www.metalogix.com/Blog/Blog-Article/14-01-07/Starting_Your_SharePoint_Governance_Strategy.aspx




Deployment Options

• Cloud Services Hosted servers

• On Premises Internal only External facing

• Hybrid Definition is evolving…


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?


References

• Microsoft: What is SharePoint?http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx

http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx




Thanks to:

• Avi Sujeeth – Microsoft • Raymond Mitchell – IW Space• Sarah Haase – Best Buy


Last But Not Least

• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenters:

• Wes Preston Thanks for coming!

meeting #109 welcome to the minnesota sharepoint user group january 8 th, 2014 sharepoint 101 wes...

Documents

cus http

sharepoint site

sharepoint user group

hour sharepoint conference

ly1czkis7 meeting

enus sharepoint conference

user group members

nintex workflow office