Welcome to the Minnesota SharePoint User Group

1. Welcome to the Minnesota SharePoint User Group August 11th, 2010 Composite Application for Knowledge ManagementSharePoint 2010 Erik Mau • Meeting 68

2. Agenda • Introductions • Business Problem • Demo • Approach / Architecture • Q & A http://www.sharepointmn.com

3. 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

4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) http://www.sharepointmn.com

5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com

6. Social Networking Linked In group – The most interactive… includes job postings… http://www.linkedin.com/groups?gid=1878792 Facebook group http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter: @MNSPUG and #MNSPUG http://www.sharepointmn.com

7. Upcoming Schedule Next Meeting September 8th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: [TBD – BI ?] Check www.sharepointmn.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

8. Local Events SharePoint Saturday – October 2, 2010 *FREE*http://www.sharepointsaturdaymn.com http://www.sharepointsaturday.org/twincities/default.aspxUniversity of Minnesota – East Bank, Twin Cities Campus http://www.sharepointmn.com

9. Conferences • Best Practices Conference – August 24-27, 2010 • http://www.bestpracticesconference.comWashington, D.C. • SPTechCon – SharePoint Technology Conference – October 20-22, 2010 • http://www.sptechcon.com/Boston, MA • No SharePoint Conference this year… October 3-6, 2011 • http://www.mssharepointconference.com http://www.sharepointmn.com

10. Announcements SharePoint 2010 Administration Toolkit V1 User Profile Replication Engine 2010 The Security Configuration Manifest The Content Management Interoperability Services Connector The Load Testing Kit http://www.microsoft.com/downloads/details.aspx?FamilyId=718447d8-0814-427a-81c3-c9c3d84c456e&displaylang=en Developing Applications for SharePoint 2010 From the Microsoft Patterns & Practices group Guidance for developing applications with 2010 http://www.microsoft.com/downloads/details.aspx?FamilyID=64b55569-2168-4545-8b7c-f185b2cf967d http://www.sharepointmn.com

11. Knowledge Management Application “Elle” http://www.sharepointmn.com

12. The Challenge … Multiple systems in use Over 10 years of project history spanning over 500 customers Solutions span multiple technologies, scenarios, industries and skill sets … Connecting the Dots Lost Opportunity • Time Wasted • Duplicate Efforts • Have we done a project like XYZ before? • Do we have any examples of a project like XYZ? • Who has the following skills?

13. The Vision Our goal was to make it easy for our users to intuitively interact with our large history of solutions to search, browse, and discover assets, information, relationships and experts to better tell our stories. Projects Similar Customers Similar People People People Details Details Details Technologies Technologies Projects Consultant ABC Project XYZ Technology 123 Resource Manager: “Who has a similar tech profile to consultant ABC?” Consultant: “Who has background in technology 123?” Sales Executive: “Have we done any projects like Project XYZ?”

14. Data, Data, Data Customer Person Skills / Tech Asset Project Industry Asset Type Project Type

15. Manage Key Data Skills / Technologies Employee Profiles Projects Billing Customers Industries

16. Capture / Tag Assets Manage Key Data Skills / Technologies Audio Images Employee Profiles Projects Documents Videos Billing Customers Workflow Metadata Industries

17. Capture / Tag Assets Search, Explore, Discover Manage Key Data Skills / Technologies Search any word Audio Images Employee Profiles Find Experts Projects Documents Videos Billing Multiple points of entry Customers Workflow Metadata Industries View assets

19. “Elle” – Interactive Knowledge Explorer

20. Demo http://www.sharepointmn.com

21. Approach / Architecture http://www.sharepointmn.com

22. Agenda • Integrating CRM using Business Connectivity Services (BCS) • Asset Collection using InfoPath 2010 • Connecting documents and digital assets using Workflow and Content Types in an Asset Library • Extending the Newsfeed to notify Colleagues • Managing Skills using Managed Metadata • Surfacing Information with Search • Bringing it all together with Silverlight

23. Approach / Architecture Integrating CRM using BCS

24. Integrating CRM Data using BCS • What is BCS? • BCS = Business Connectivity Services • Enables integration of business data in SharePoint • Read and Write • See the July MNSPUG Presentation that Raymond gave…

25. Integrating CRM Data using BCS • How is it used? • Metadata for Assets • Indexed by Search • Integration with InfoPath

26. Integrating CRM Data using BCS • How was it setup? • SharePoint Designer • Visual Studio • BCS Model Deployed as Feature to SharePoint New Feature Receiver in 2010 to support Visual Studio Integration! Microsoft.Office.SharePoint.ClientExtensions.Deployment.ImportModelReceiver

27. Approach / Architecture Walkthrough – External Content type In SPD

28. External Content Types in SharePoint Designer

29. Define the External Content Type

30. Setup the Connection

31. Create Operations

32. Creating a Read Operation

33. Define the Filter Parameters

34. Define the Return Parameters (The Result)

35. Publish to SharePoint (SPD or Feature)

36. Approach / Architecture Asset Collection using Infopath

37. Asset Collection using InfoPath • What is InfoPath? • Electronic form design tool • Thick client forms / web-based forms • Allows submission to databases, web services, lists, or xml

38. Asset Collection using InfoPath • How is it used? • Capture project assets • Associate CRM project metadata (External Item Picker) • Submission to SharePoint Library

39. Approach / Architecture Demo – Infopath Form design

40. Approach / Architecture Asset Management in SharePoint

41. Asset Collection Workflow • How do Assets get to the Asset library? • Visual Studio Workflow • Attached to InfoPath form library • Steps: • Retrieves Assets from form • Creates document set (if needed) • Imports assets • Sets project metadata • *Generates activity for newsfeed

42. Asset Libraries • What is an Asset Library? • New library type in 2010 • Supports Audio, Video, and Image content types • Preview capabilities / Silverlight Media Player • How is it used? • Storage for all assets • Custom content types for asset metadata (project, description, sensitivity)

43. Document Sets • What is a Document Set? • Specialized folder • Bulk operations • Home page • How is it used? • Project summary page • Container for assets in Asset Library

44. Approach / Architecture Demo – Document Sets

45. Approach / Architecture Custom “New Asset” activity for newsfeed

46. Custom “New Asset” Activity for Newsfeed • What is the Newsfeed? • Aggregation of Colleague-generated activities on My Site • Like Farmville… but not as annoying

47. Custom “New Asset” Activity for Newsfeed • How is it used? • Notifications generated when users submit assets • User profile setting (turn on / off) • How was it setup? • Notifications generated during workflow • Custom SP timer job collects notifications and broadcasts • Uses Inetium Activity Generation Framework

48. Approach / Architecture Managing Skills with managed metadata and user profiles

49. Managing Skills with Managed Metadata • What is Managed Metadata? • Service application in 2010 • Storage of Tags: • Term sets / Terms • Enterprise Keywords • Supports both Taxonomy and Folksonomy • How is it used? • Skills Term set • Skills in CRM synchronized with term set • Skills User profile property uses Skills term set

50. Term Store Management