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Welcome to the Minnesota SharePoint User Group

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Page 1: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Welcome to the Minnesota SharePoint

User Group

Page 2: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

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

User Group Goal / Objectives

Page 3: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Quick Intro

• Announcements and News

• Case Studies

• Break

• Office Developers Conference (Recap)

• SharePoint Products and Technologies 2007 (Update)

• Windows SharePoint Services “V3” (Demo)

• Q & A

Agenda

Page 4: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

Page 5: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Website for user group

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

• Watch for changes soon!

www.sharepointmn.com

www.sharepointmn.com

Page 6: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Office System NDA - Microsoft officially lifted the non-disclosure of Office Server products. The following things are now public:

• Product naming & packaging

• All Client & Server applications (capabilities, feature details)

• Key investment areas (collaboration, BI, ECM, EPM)

• Building Business Applications on Microsoft SharePoint - Webcast

• Discover how to create powerful business applications quickly and easily on SharePoint, without custom coding

• Date: April 18, 2006 from 12:00 p.m. – 1:00 p.m. Central Time

• Visit https://www.clicktoattend.com/invitation.aspx?code=108399 to signup

News and Announcements

Page 7: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• New World of Work

• Learn how to improve access to information, streamline business processes and build a collaborative work environment

• Date: April 20th from 8:00am to 11:00am Central Time

• Visit http://view.exacttarget.com/?ffcb10-fe9110747763007871-fdeb16787261017d7c147972-fefc1672756c03 to signup

• CRM Customers

• The Microsoft CRM team has just released the SharePoint List Web Part for Microsoft Dynamics CRM 3.0.

• http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en

News and Announcements Continued

Page 8: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Tech Ed

• June 11th-16th: Boston, MA

• Early-bird registration ends April 14th ($ savings)

• http://www.microsoft.com/events/teched2006/default.mspx

• Microsoft SharePoint Conference 2006 (invitation only)

• May 15-17: Bellevue, WA

• A Conference for Architects & IT Professionals

• Technical Breakout sessions covering subjects such as architecture, deployment, migration, management and scalability with the latest version of Office platform.

Conference Reminder

Page 9: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Next Meeting

• May 10th 9:00 AM to 11:00 AM

• Microsoft’s Bloomington Office

• Topics:

MNSPUG Two Year Anniversary

Guest Speaker (Pending)

More Great SharePoint “V3” Stuff

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:00 am

• Microsoft’s Bloomington Office

Upcoming Schedule

Page 10: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Case Studies

Page 11: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Westwood Community Church (Collaboration)

• Ridgeview Medical Center (Portal Solution)

• Lifesource – (Document Management/Workflow)

• OneView - Inetium Intranet (Branding)

• Other Solutions and Customer Evidence

• Industrial Automation Engineering

• Rider Bennett

Case Studies

Page 12: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Westwood Community Church

• Presenter: Mark Teslow – Information Technology Manager

• Technical Points– Hosted in Westwood’s Data Center– Front End Web Server / Backend Database Server– External Connector for WSS– Public / Informational Sites– Internal / External Collaborative Sites

• Spotlight Sites– www.mighty1200.org – Public Site– www.westwoodpreschool.org – Public Site– www.westwoodcares.org – Public Site (Coming Soon)– www.teamwestwood.org – External Access Collaborative Site– www.insidewestwood.org – Internal-only Collaborative Site

Page 13: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Ridgeview Medical Center

Page 14: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

RidgeNet

Ridgeview Medical Center’s intranet site

Page 15: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group
Page 16: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Information ManagementPortal Provides a mechanism to gather, organize and present hospital and clinic information to staff and physicians

Team Sites Allow members of a department, project, process or committee to collaborate with one another

MySites Current employee profile information and personal web sites

Page 17: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

One Step

Further

Page 18: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

A Collaborative Effort

Page 19: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

LifeSource – Document Control Case Study

• Organ Donation Services

• Non-Profit

• Located in St. Paul

• www.life-source.org

Page 20: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

LifeSource – Document Control Challenge

• Process is required for creating and managing key documents in the organization

• Process needs to route to appropriate individuals

• Different types of documents need different approval groups

• Collaboration is required during document cycle

• Evidence of approval is required

• Auditing of who approved what documents and when

• Provide central repository for approved documents

Page 21: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

LifeSource – Document Control Approach

• Leverage WSS as core infrastructure for the solution

• Utilize WSS for document collaboration during process

• Utilize WSS site for central repository of all approved documents

• Utilize InfoPath as primary vehicle for capture of information during the process

• Utilize K2.NET as the workflow tool to automate the process

• Leverage existing Active Directory (AD) and Exchange environments

Page 22: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Starting the process

• User fills out InfoPath form

• Form utilizes AD web service

• Form captures key information about type of document

• Lists documents from central WSS repository document library

• Submission starts the workflow

Page 23: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

The Workflow

• Designed in K2.NET

• Utilizes WSS, InfoPath and .NET

• Branches to support different types of user action (create, revise, obsolete, review)

Page 24: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Document Collaboration

• After form submission, the workflow creates a WSS site specifically for the document

• Emails team to invite them to site

• Sets permissions on site for users

• Utilizes K2 task list web part to display workflow tasks for users on the site

Page 25: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Routing for Approval

• After collaboration is complete, process resumes to capture approval

• InfoPath form is provided for two levels of approval, QRAD, leadership team

• K2 workflow determines who to send emails to based on membership in groups

Page 26: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Central Document Repository

• Once a document is approved, the workflow pushes it out to the central document library

• Metadata is set based on what is captured via the form during the process

• Process is complete

Page 27: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Auditing / Reporting

• Custom report to provide visibility into who did what on each document

• Leverages data in K2.NET database of workflow history

• Addresses auditing needs

Page 28: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Inetium OneView

Page 29: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Industrial Automation Engineering - “Access to Information”

• Rider Bennett - (SharePoint Profile DB + Exchange)

Other Solutions and Customer Evidence

Page 30: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Industrial Automation Engineering

Page 31: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Industrial Automation Engineering

Page 32: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Industrial Automation Engineering

Page 33: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Industrial Automation Engineering

Page 34: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Industrial Automation Engineering

Page 35: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Rider Bennett

Page 36: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Break

Page 37: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Office Developers Conference Review

Page 38: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• 2nd Annual Dev Con for Office Developers• Focused on Office 2007• ~1000 people attended • Hands On Labs• Ask the expert lunches• Keynote by Bill Gates

• Spoke about Office Platform Direction• Demo of Office 2007 • Q&A

• Focus Areas• Portals• Collaboration• Search• Business Intelligence• Enterprise Content Management• Business Process Management• Enterprise Project Management

Office Developers Conference

Page 39: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Business Intelligence – Excel, Analysis Services, BSM, Visio

• Client Development – XML File format, UI, VSTO

• Collaboration – WSS, Groove, LCS

• Enterprise Content Management – Records Management, Web content management, InfoPath

• Portals – Business Data Catalog, Search, Metadata

• Enterprise Project Management – Project 2007, Project Server 2007

• Windows SharePoint Services – Custom Workflows, ASP .NET 2.0, SharePoint Designer, Content Types

Office Developers Conference – Tracks

Page 40: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Office Server platform is major component of Office 2007

• Huge interest in Office and SharePoint as a platform

“ … we have this big view of SharePoint as a platform” – Bill Gates, Information Week, March 20, 2006

• Workflow is very prevalent

• Many, many templates for sites and lists (blogs, wiki’s etc.) • Tons of excitement from Microsoft and attendees

Office Developers Conference – Observations

Page 41: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

SharePoint Products and Technologies 2007 Update

Page 42: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Early Beta – November 2005 Beta 1 (Tech refresh) – March 2006

Future:

Don’t quote us!

Release Timeline

Page 43: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Editions

Edition Includes AvailabilityMicrosoft Office Enterprise 2007

Excel, Outlook, PowerPoint, Word, Access, InfoPath, Publisher, OneNote, Groove, Communicator, additional tools

Volume License only

Microsoft Office Professional Plus 2007

Excel, Outlook, PowerPoint, Word, Access, InfoPath, Publisher, Communicator, additional tools

Volume License only

Microsoft Office Professional 2007

Excel, Outlook, PowerPoint, Word, Access, Publisher, Outlook with Business Contact Manager

Retail

Microsoft Office Small Business 2007

Excel, Outlook, PowerPoint, Word, Publisher, Outlook with Business Contact Manager

Retail

Microsoft Office Standard 2007

Excel, Outlook, PowerPoint, Word Retail

Microsoft Office Home and Student 2007

Excel, PowerPoint, Word, OneNote Retail

Microsoft Office Basic 2007

Excel, Outlook, Word OEM only

Page 44: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Office SharePoint Designer 2007 will provide the powerful tools needed to deliver compelling and attractive SharePoint sites and quickly build workflow-enabled applications and reporting tools on the SharePoint platform, all in an IT-managed environment.

SharePoint Designer

Page 45: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Windows SharePoint Services “V3” Overview

Page 46: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• Site/List templates (Blogs/Wiki)

• RSS support at the list level

• Item Level Security

• Workflow!

• Web Parts (ASP.NET 2.0 Supported)

What’s New?

Page 47: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

• 2007 Microsoft Office System Preview:

http://www.microsoft.com/office/preview

• The Beta Experience (Office and Vista Beta Registration):

http://www.microsoft.com/betaexperience

• Interview with Bill Gates on 2007 Microsoft Office System

http://www.informationweek.com/news/showArticle.jhtml?articleID=183700939

• Windows Workflow Foundation (WF – NOT WWF)

http://msdn.microsoft.com/winfx

• ASP.NET 2.0 Web Parts:

http://msdn.microsoft.com/asp.net

Resources

Page 48: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Q & A

Page 49: Welcome to the Minnesota SharePoint User Group. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group

Thanks for coming.

See you next month!