meeting # 97 welcome to the minnesota sharepoint user group january 9 th, 2013 sharepoint – its so...
TRANSCRIPT
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Meeting # 97http://sharepointmn.com
Welcome to the Minnesota SharePoint
User GroupJanuary 9th, 2013
SharePoint – Its So Easy Even a Caveman Can Do It!
Donald Donais
Donald Donais
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Meeting # 97http://sharepointmn.com
Agenda
• Introductions• SharePoint Fundamentals• Break• SharePoint Fundamentals Continued• Wrap-up and Giveaways
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Meeting # 97http://sharepointmn.com
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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Meeting # 97http://sharepointmn.com
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• 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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Meeting # 97http://sharepointmn.com
Social Networking• Linked In group – The most interactive… includes job postings…
o Post Job Posting on the Jobs Discussion page
o http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
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Meeting # 97http://sharepointmn.com
MNSPUG Sponsorship
• Two Opportunities to Sponsor• Annual Sponsorship ($2500 annually)
o Money Will Help Fund MNSPUG Eventso Annual Sponsorship will be Reviewed Yearlyo Cannot be in Direct Competition with Another Annual
Sponsoro Looking for:
• Microsoft SharePoint ISV• Microsoft Learning Provider• Microsoft Licensing Account Reseller
• Lunch Sponsorship
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Meeting # 97http://sharepointmn.com
MNSPUG Sponsorship Continued
• Lunch Sponsorship ($500 for a lunch)o Sponsor a Lunch Event Following MNSPUG Evento This can be geared toward your specific SharePoint
product or capabilities
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Meeting # 97http://sharepointmn.com
Upcoming Schedule• Next Meeting
o February 13th 9:00 AM to 11:30 AMo SharePoint 2013 – What you need to know!o Microsoft Technology Centero Check www.SharePointMN.com for updates!
• Ongoing Scheduleo 2nd Wednesday of every montho 9:00 to 11:30 amo Microsoft Technical Center - Edina
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Local and Online EventsMicrosoft Webcast Calendar of Eventshttp://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AMhttp://sharepointshoptalk.blogspot.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.http://sharepointmnlegal.com
SharePoSH – Online Virtual Eventhttp://www.shareposh.com/Pages/default.aspx
SharePoint TechCon – March 3rd- 6th 2013 San Francisco, Californiahttp://www.sptechcon.com/SanFrancisco2013/
SharePoint Fest – March 18th – 20th 2013 Denver, Coloradohttp://www.sharepointfest.com/Denver/
Share Conference – April 10th – 12th 2013 Atlanta, Georgiahttp://www.sharepointfest.com/Denver/
SharePoint Saturday Twin Cities – May 18th, 2013 Normandale Community College, Bloomingtonhttp://sharepointsaturday.com/twincities
Anything Else?
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Surveys & Giveaways!
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Presenter
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Meeting # 97http://sharepointmn.com
Donald Donais• SharePoint Consultant• Father & Drummer • @dondonais• http://talesfromitside.wordpress.com
Introductions
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SharePoint – General Overview
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Why SharePoint?
Alternatives
Internal File Share
Communication
Outside File Sharing
Manual Business Process
Manual Versioning
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The Business Collaboration Platform for the Enterprise and the Web
Microsoft SharePoint
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business Needs
Communities
Search
Sites
Composites
ContentInsights
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• 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
SharePoint Key Concepts
Communities
Search
Sites
Composites
ContentInsights
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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)
SharePoint Evolution
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More SharePoint 2010…
High-End Search
NewEnterprise Client Access License (CAL)Standard Client Access License (CAL)
Intranet Internet/Extranet
New
New
New
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
Intranet
Extranet
Internet
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How is SharePoint Used?
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Caribou CoffeeCorporate Intranet
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SureScriptsIntranet
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Community Reinvestment FundProject (n)
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ToroExtending the reach of communication and commerce
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TennantInternet Website and Unified Communications
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MicrosoftInternal and External Collaboration
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Business Process Automation Workflow, Digital Forms, Collaboration
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MediacomImproving the customer experience
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CommunitiesEnterprise Social Collaboration
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Business IntelligenceReporting, Analysis, and Performance Management
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SearchFinding it Fast
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SharePoint Core Features
SitesLists / LibrariesWeb PartsPages
Communities
Search
Sites
Composites
ContentInsights
AlertsVersioningMetadataWorkflowSecurity
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Communities
Search
Sites
Composites
ContentInsights
SharePoint Foundation 2010
Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support
Blogs and Wikis
Business Connectivity ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS
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Communities
Search
Sites
Composites
ContentInsights
SharePoint Server 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio & Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS
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Sites
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• 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
What are Sites?
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SharePoint Sites FunctionalityFunctionality 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 Hierarchy Web Application Site Collection Subsites
• Lists vs. Libraries• Global vs. Local
Navigation• Recycle Bin
SharePoint Environment
SharePoint Farm
Web Application A Web Application B
Site Collection 1 SC 2 SC 3 SC 4
Site 1
Subsite 1 Subsite 2
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• Publishing Content
Consumed by the Organization
• Collaboration Team, Project,
Departmental
Publishing vs. Collaboration
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• Formerly in Word, Access, Excel, PowerPoint• Context Aware Menus
SharePoint Ribbon
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• Take Lists and Libraries Offline
• Syncs Differences• Formerly Known as
Groove
Workspace
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• Native Client for Windows Mobil Devices• Mobile SDK for Developing Custom Mobile Experiences
Mobile
SharePoint Workspace
Mobile
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• 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
Office Integration
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• Rich Experience in the Browser• Supports Co-Authoring of Office Client Documents• Cross Browser Support
Office Web Application
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• SharePoint Environment• Navigation• Site Editing• Theming• Office Web Application• Co-Authoring
Demos
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Communities
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• 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
What are Communities?
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SharePoint Communities FunctionalityFunctionality 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
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• Status Updates• Org Chart• Activities Feeds• Tags & Notes
My Sites and Profiles
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• Tag Items with Keywords
• Rate List Items• Note Board
Tags, Notes & Ratings
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• Similar to Other Blog Environments• Better Navigation for Wikis
Blogs & Wikis
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• Tagging• Ratings• Blogging• Enterprise Wikis
Demos
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Break Time!
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Content
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• 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
What is Content?
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SharePoint Content FunctionalityFunctionality 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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Meeting # 97http://sharepointmn.com
• 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
Content Types
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Meeting # 97http://sharepointmn.com
• 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
Columns (Metadata)
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Meeting # 97http://sharepointmn.com
Document Sets• Manage Multiple Documents at Once• Can be Managed as a Content Type
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Meeting # 97http://sharepointmn.com
Metadata• Centrally Defined Taxonomy &
Terms• Now Available Across Site
Collections Content Types Site Columns
• Unique Document IDs• Metadata Navigation
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Meeting # 97http://sharepointmn.com
• Surface Information Local Site Site Collection Across Web Application Outside of SharePoint Environment
• Dashboards• Different Web Parts Available
Depending Upon SharePoint & License Versions
Web Parts
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Meeting # 97http://sharepointmn.com
Video Streaming• Media Web Part• Easily Add Video &
Audio• Upload or Find
Content Instead of Copy & Paste URLs
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Meeting # 97http://sharepointmn.com
Document Routing – Content Organizer• Site Feature• Support Renaming and
Moving of Content Based on Content
Type/Properties• Rule Based Routing
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Meeting # 97http://sharepointmn.com
Demos• Site vs. Local Columns• Content Types• Media Web Part• Document Routing
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Meeting # 97http://sharepointmn.com
Search
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Meeting # 97http://sharepointmn.com
• 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!)
What is Search?
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Meeting # 97http://sharepointmn.com
SharePoint Search FunctionalityFunctionality 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 2007 & 2010
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Meeting # 97http://sharepointmn.com
• 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
Keywords & Best Bets
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Meeting # 97http://sharepointmn.com
• 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
Search Scopes
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Meeting # 97http://sharepointmn.com
• Enterprise Feature• Used with
Knowledge Management
• User Profile Information Active
Directory SharePoint
Profile Pages
People Search
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Meeting # 97http://sharepointmn.com
Wildcard Searching• Wildcard• Boolean
Search• Advanced
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Meeting # 97http://sharepointmn.com
Improved Search Results• Search Result
Refinement or Facetted Search
• Related Searches• Previews/Thumbnails
(FAST Search)• Sort on Social
Distance/Relevance
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Meeting # 97http://sharepointmn.com
Demos/Screenshots• Keywords & Best Bets• Search Scopes• Wildcard Search• Faceted Search
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Meeting # 97http://sharepointmn.comhttp://www.sharepointmn.com
Insights
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Meeting # 97http://sharepointmn.com
• 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
What are Insights?
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Meeting # 97http://sharepointmn.com
SharePoint Insights FunctionalityFunctionality 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 2007 & 2010
PowerPivot for SharePoint 2010
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Meeting # 97http://sharepointmn.com
Lots of Toys
• KPI or Status List• Excel Services• PowerPivot• Visio Services• PerformancePoint• Chart Web Part• Business Connectivity Services
Two-way Updates• SSRS Integration• Access Services
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Meeting # 97http://sharepointmn.com
• 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)
KPI or Status List
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Meeting # 97http://sharepointmn.com
• 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
Excel Services
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Meeting # 97http://sharepointmn.com
Excel Services
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Meeting # 97http://sharepointmn.com
• 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
Excel Services with PowerPivot
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Meeting # 97http://sharepointmn.com
Excel Services and PowerPivot
Work with massive amounts of data
Self-service analysis delivered thru Excel 2010
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Meeting # 97http://sharepointmn.com
• Visio 2010 Professional or Premium 2010• Build Diagrams Bound to Data• Display Diagrams within SharePoint 2010
Visio Services
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Meeting # 97http://sharepointmn.com
Visio Services
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Meeting # 97http://sharepointmn.com
• Create Dashboards, Scorecards, and KPI’s Used to Summarize Business Performance
• Drill-Down Analysis of Data• Business Users Capabilities
Monitoring Analyzing Reporting
Performance Point
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Meeting # 97http://sharepointmn.com
Performance Point
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Meeting # 97http://sharepointmn.com
• KPI/Status List• Excel Services• Visio Services
Demos
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Meeting # 97http://sharepointmn.comhttp://www.sharepointmn.com
Composites
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Meeting # 97http://sharepointmn.com
• 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
What are Composites?
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Meeting # 97http://sharepointmn.com
SharePoint Composites Functionality
Functionality SharePoint Version
Business Data Connection (BDC)/Business Connectivity Services (BCS)
2007 & 2010
InfoPath Form Services 2007 & 2010
External Lists 2010
Workflow 2007 & 2010
SharePoint Designer 2007 & 2010
Visual Studio 2007 & 2010
RSS & REST 2007 & 2010
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Meeting # 97http://sharepointmn.com
• 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
Composites in 2010
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Meeting # 97http://sharepointmn.com
• Upload SharePoint Solutions to Site Collection• Do Not Need Server or Farm Admin Rights• Limited Set of Code Access• Can be Restricted and Throttled
Sandbox Solutions
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Meeting # 97http://sharepointmn.com
• 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
InfoPath & SharePoint
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Meeting # 97http://sharepointmn.com
• InfoPath and Form Services
Demos/Screenshots
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Meeting # 97http://sharepointmn.com
• Microsoft SharePoint 2010 http://sharepoint.microsoft.com/en-us/Pages/default.aspx
• SharePoint 2010 Forums http://
social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/threads • SharePoint 2010 Templates
http://talesfromitside.wordpress.com/2011/03/07/sharepoint-2010-templates/
• WSS Demo http://www.wssdemo.com/
• Nothing But SharePoint https://www.nothingbutsharepoint.com/
SharePoint Resources
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Meeting # 97http://sharepointmn.com
Last But Not Least
• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenter:
o Donald Donais
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Meeting # 97http://sharepointmn.com
Thanks for coming!