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January 8 th , 2014

Donald Donais. January 8 th , 2014. SharePoint 101. Wes Preston. 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

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January 8 th , 2014

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  1. Donald Donais January 8th, 2014 SharePoint 101 Wes Preston

  2. 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

  3. WroxPress (www.wrox.com) O’Reilly (www.oreilly.com) MNSPUG Sponsors Dedicated Sponsors Annual Sponsor Benchmark Learning (www.benchmarklearning.com) Avtex (www.avtex.com) Microsoft (www.microsoft.com) softwareOne (www.softwareone.com) SharePoint User Group Support

  4. 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.

  5. SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information http://sharepointmn.com Email: sharepoint@sharepointmn.com MN SharePoint Users Group Website

  6. 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/ Social Networking

  7. Next Meeting February 12th9:00 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 Upcoming Schedule

  8. 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 16th2014 , Only Available Online! https://www.sp24conf.com/SitePages/Home.aspx TechFuse 2014– April 22nd2014 , Minneapolis Convention Center https://www.sp24conf.com/SitePages/Home.aspx Anything Else? Local and Online Events

  9. Evaluations & Giveaways!

  10. MNSPUG Extras

  11. 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

  12. 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

  13. State of MNSPUG

  14. Survey Results • 36 Results • Survey Looked At: • Organization Sizes • Version & Edition of SharePoint • How is SharePoint Being Used • Other Specifics About MNSPUG Meetings

  15. Demographics – Organization Size

  16. Demographics – SharePoint Version & Edition

  17. Demographics – SharePoint Roles

  18. How Are You Using SharePoint?

  19. Presenter

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

  21. SharePoint 101

  22. 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

  23. What is ‘SharePoint’ ? • 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

  24. What is ‘SharePoint’ ? • A web application • A web site • A collaboration tool • A development platform • A search engine • And more…

  25. What is SharePoint?

  26. 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

  27. Collaboration • Team sites – SharePoint’s origin • Hierarchical teams • Cross-functional teams • Project teams • Secured location • Documents • Calendars/schedules • and more…

  28. 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

  29. 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

  30. 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

  31. Search • Index and search SharePoint content • Index and search file share and external system content • People, profile, and expertise searching

  32. 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

  33. Business Process, Workflow, Digital Forms • Replace manual business processes or steps with automated steps and flows • Replace paper forms with digital forms • Intake forms

  34. Key Features – Forms and Workflow • Content Types • SharePoint Designer Workflows • Workflow Manager • Visio integration • InfoPath (?) • 3rd Party Vendors: Nintex and K2

  35. 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)

  36. 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

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

  38. Key Features – Social • My Sites • Yammer • Taxonomy vs. ‘folksonomy’

  39. Internet Solutions • Public-facing internet sites for corporate marketing • Blog / Wiki / informational site

  40. Key Features - Internet • Publishing • Branding • Anonymous access vs. personalization • Check out the gallery at: http://www.topsharepoint.com/

  41. Break

  42. 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?

  43. 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

  44. 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

  45. 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

  46. Deployment Options • Cloud • Services • Hosted servers • On Premises • Internal only • External facing • Hybrid • Definition is evolving…

  47. 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? 

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

  49. Thanks to: • Avi Sujeeth – Microsoft • Raymond Mitchell – IW Space • Sarah Haase – Best Buy

  50. Please Fill Out Evaluations Drawings for Giveaways Today’s Presenters: Wes Preston Last But Not Least Thanks for coming!

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