Charlotte SharePoint Saturday 2013

1. Charlotte SharePoint Saturday 2013 March 16, 2013

2. Skanska’s Partner Portal and External Document Management System Slides Available: http://steve.thelineberrys.com Steve LineberrySenior IT Architect – SharePointSkanska USA Inc.

3. Platinum Sponsors

4. Gold Sponsors

5. Agenda • Introduction • About Skanska • Our Business Challenges • The Solution • Demo • Q&A

6. Steve Lineberry – Skanska USA Inc. • Eight years SharePoint experience • Responsible for SharePoint at Skanska USA • Frequently attend Charlotte SharePoint Users Group and contribute on SharePoint Overflow • Interviewed on the SharePoint Pod Show • Blog: http://steve.thelineberrys.com

7. Who is Skanska? • One of the world’s leading companies in construction and project development • Four business streams • Construction (building and heavy civil projects) • Residential Development • Commercial Development • Infrastructure Development

8. Local Presence with Global Strength Sweden Norway Denmark Finland United Kingdom Estonia Poland Czech Republic Slovakia Hungary United States Latin America

9. Skanska USA Locations

10. Skanska USA IT • Services offered • Service desk • Field support • Core infrastructure/data center support • Business systems analysis • Application development and integration services • Project management • Procurement services • Communications and training support for IT products and services • InformationWeek 500

11. MetLife Stadium East Rutherford, NJ eBay South Jordan, UT University Medical Center New Orleans, LA Oregon Sustainability Center Portland, OR World Trade Center Transportation Hub Oculus Construction New York, NY

12. Typical Team Structure • Owner • Architect • Engineers • Consultants • Project teams vary insize, from 10s to 100s to 1000s of people. • Teams can span across time zones, regions and countries. • Skanska • Subcontractors

13. Collaboration • Business Challenges in 2006 • Scalability • Simplicity • Flexibility • Security and Audit Trail • Accessibility • Standardization

14. External facing SharePoint environment started with SharePoint 2003, has been upgraded twice and is now running SharePoint 2010. • Solutionin 2006 For more information, read our Microsoft case study

15. Common template used as a starting point Project teams customize the site based on the project and client needs.

16. Thousands of projects; Different team sites, Same template • Business Challenges Today • Where to store documents? SharePoint, File Server, Cloud? • Multiple non-SharePoint systems used for varied aspects of the project

17. Common Systems to manage and share info: • Owners, Architects and Engineers • Internal Skanska Operations • Subcontractors • Project Requirements • Enhanced information retrieval • Centralized/Standardized Access Point • Support Personnel Mobility • Ease Transition to new projects • Simplified project start-up • Decreased project setup time

19. Demos

20. Q & A

21. SharePoint Site Template • Custom designed Master Page (www.synteractive.com) • Touch Friendly UI • Open in new window or in modal so you never leave the landing page • Hide ribbon by default (http://steve.thelineberrys.com/option-to-show-the-sharepoint-2010-ribbon-when-hidden-by-default-2/) • 3 different landing pages based on permissions

27. Hide Ribbon by Default Code sample on my blog:http://steve.thelineberrys.com/option-to-show-the-sharepoint-2010-ribbon-when-hidden-by-default-2/

28. Metadata or Folders? • How many of you have tried to convince your company on using metadata for files instead of folders? • http://www.youtube.com/watch?v=B_5p6VYYlcs&feature=youtu.be • This video was part of an attempt at my best Billy Mays impression back in 2009 when I had more hair • No bites back then but when SP 2010 came out with the managed metadata service, I got some traction.

29. Managed Metadata • Metadata Navigation can replace folder navigation (Masterpage modification required to display within a modal) • Type ahead or select from list • Allows multiple terms to be assigned a single document/item • Centrally Managed and Site Collection Managed • Multiple labels/names for a single term • 38 Page document outlining the taxonomy

30. Metadata Navigation can replace folder navigation

32. Allows multiple terms to be assigned a single document/item

33. Centrally Managed and Site Collection Managed

34. Multiple labels/names for a single term

35. Content Types • A reusable collection of settings that you can apply to a certain category of content • Enable you to manage the metadata and behavior of a document, item, or folder in a centralized, reusable way • Built upon Site Columns • Needed for Content Organizer

40. Content Type Syndication Hub No Yes • Managed through UI • Managed by Non-Developers • Managed in Visual Studio • Large number of databases • Need access to content types during feature activation of site template

41. Content Organizer • A way to submit documents to a single “drop off library” and based on metadata rules, documents can be routed to a final destination • In our solution all users will upload documents to the drop off library, then Skanska employees will receive an alert notifying them of submitted documents. Those Skanska employees will approve the document by changing the content type, fill in the metadata and then the document will route to the correct destination.

46. Batch Edit • Custom Solution • Started with code from CodePlex: • http://sp2010batchedit.codeplex.com/ • Fixed a few bugs • Modified to allow bulk content type changes • Modified to approve documents • Modified to route document if in a drop off library • http://steve.thelineberrys.com/process-drop-off-library-items-programmatically/

49. Metadata Based Security • Custom Solution • Consists of an event receiver that does the work and an application page for configuration • Changes item permissions based on data in a column of the item